Loading…
CIK 0001672681 • 6 13F filings • May 14, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("retirement-capital-strategies","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $4.6M | 1.8%Prev: 1.9% | 31,982 SH | Decreased-1,421 SH |
| ALPHABET INC | CAP STK CL A | $202K | 0.1% | 704 SH | New |
| ALPHABET INC | CAP STK CL C | $220K | 0.1% | 768 SH | New |
| AMAZON COM INC | COM | $216K | 0.1% | 1,036 SH | New |
| APPLE INC | COM | $6.9M | 2.6%Prev: 2.4% | 27,249 SH | Increased-753 SH |
| ARISTA NETWORKS INC | COM SHS | $3.9M | 1.5%Prev: 1.0% | 32,156 SH | Increased+112 SH |
| CISCO SYS INC | COM | $1.1M | 0.4%Prev: 0.3% | 14,200 SH | Increased |
| DBX ETF TR | XTRACKRS S&P 500 | $2.3M | 0.9%Prev: 1.0% | 38,395 SH | Decreased-12,688 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $276K | 0.1%Prev: 0.1% | 7,114 SH | Increased |
| EATON CORP PLC | SHS | $1.4M | 0.5%Prev: 0.4% | 3,996 SH | Increased |
| GE AEROSPACE | COM NEW | $565K | 0.2%Prev: 0.2% | 1,991 SH | Increased |
| GE VERNOVA INC | COM | $628K | 0.2% | 720 SH | New |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $7.2M | 2.7%Prev: 3.6% | 71,602 SH | Decreased-21,547 SH |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | $2.9M | 1.1% | 56,502 SH | New |
| INTEL CORP | COM | $573K | 0.2%Prev: 0.1% | 12,991 SH | Increased-1,000 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $8.6M | 3.3%Prev: 1.1% | 171,792 SH | Increased+116,316 SH |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | $234K | 0.1% | 4,196 SH | New |
| ISHARES SILVER TR | ISHARES | $1.5M | 0.6% | 22,333 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.3M | 0.5%Prev: 3.7% | 13,391 SH | Decreased-81,215 SH |
| ISHARES TR | 1 3 YR TREAS BD | $503K | 0.2%Prev: 0.3% | 6,091 SH | Decreased-3,981 SH |
| ISHARES TR | CORE S&P TTL STK | $421K | 0.2%Prev: 1.9% | 2,954 SH | Decreased-37,847 SH |
| ISHARES TR | CORE S&P500 ETF | $538K | 0.2%Prev: 0.2% | 824 SH | Increased-49 SH |
| ISHARES TR | CORE UNIVRSL USD | $9.9M | 3.7% | 213,628 SH | New |
| ISHARES TR | CORE US AGGBD ET | $19.2M | 7.3% | 193,786 SH | New |
| ISHARES TR | CYBERSECURITY | $263K | 0.1%Prev: 0.1% | 6,015 SH | Decreased |
| ISHARES TR | ESG ADVANCED UNI | $3.1M | 1.2% | 71,395 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.0M | 0.4%Prev: 0.4% | 7,241 SH | Increased-810 SH |
| ISHARES TR | ESG AWR US AGRGT | $3.1M | 1.2%Prev: 0.8% | 64,926 SH | Increased+19,499 SH |
| ISHARES TR | ESG MSCI LEADR | $217K | 0.1%Prev: 0.4% | 1,911 SH | Decreased-8,596 SH |
| ISHARES TR | ESG SELECT SCRE | $757K | 0.3%Prev: 0.4% | 15,381 SH | Decreased-10,333 SH |
| ISHARES TR | GL CLEAN ENE ETF | $355K | 0.1% | 19,421 SH | New |
| ISHARES TR | TRS FLT RT BD | $2.2M | 0.8%Prev: 1.3% | 42,693 SH | Decreased-24,331 SH |
| ISHARES TR | ULTRA SHORT DUR | $3.4M | 1.3% | 67,423 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $11.3M | 4.3% | 222,751 SH | New |
| LPL FINL HLDGS INC | COM | $3.0M | 1.1%Prev: 1.3% | 10,041 SH | Decreased |
| MICROSOFT CORP | COM | $2.4M | 0.9%Prev: 1.0% | 6,369 SH | Decreased-354 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $2.8M | 1.1%Prev: 0.8% | 125,122 SH | Increased+35,249 SH |
| NVIDIA CORPORATION | COM | $2.3M | 0.9%Prev: 0.6% | 13,176 SH | Increased-249 SH |
| RBB FD INC | F/M US TREASURY | $1.5M | 0.5% | 29,090 SH | New |
| RBB FD INC | TRUST ISHARE 0-1 | $1.8M | 0.7% | 16,679 SH | New |
| RBB FD INC | US TREASRY 12 MT | $607K | 0.2%Prev: 0.2% | 12,115 SH | Increased+2,115 SH |
| RBB FD INC | US TRSRY 6 MNTH | $3.1M | 1.2%Prev: 0.4% | 61,809 SH | Increased+41,829 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $502K | 0.2%Prev: 0.2% | 20,695 SH | Decreased |
| SOLVENTUM CORP | COM SHS | $446K | 0.2%Prev: 0.2% | 6,827 SH | Decreased-1,041 SH |
| SPDR GOLD TR | GOLD SHS | $2.4M | 0.9% | 5,681 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $29.1M | 11.0% | 390,223 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $926K | 0.4% | 1,502 SH | New |
| TESLA INC | COM | $1.2M | 0.4%Prev: 0.3% | 3,162 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $19.7M | 7.4%Prev: 3.8% | 255,252 SH | Increased+127,177 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.2M | 3.5%Prev: 0.2% | 124,837 SH | Increased+117,998 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.2M | 5.3%Prev: 15.0% | 23,681 SH | Decreased-51,290 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $238K | 0.1%Prev: 0.1% | 907 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $28.1M | 10.6%Prev: 0.6% | 87,570 SH | Increased+82,259 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $30.1M | 11.4% | 217,936 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $502K | 0.2%Prev: 0.2% | 8,583 SH | Decreased |
| VANGUARD WORLD FD | ESG US STK ETF | $3.6M | 1.4%Prev: 3.4% | 32,300 SH | Decreased-55,792 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $302K | 0.1%Prev: 1.1% | 1,277 SH | Decreased-12,407 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $5.7M | 2.1%Prev: 0.2% | 112,397 SH | Increased+102,018 SH |
| 13F-HR |
| 0001214659-26-010107 |
| $288.0M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011779 | $252.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006225 | $264.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007555 | $256.1M | View |