RETIREMENT CAPITAL STRATEGIES
•CIK: 1672681•Filing: Q4 2025
**RETIREMENT CAPITAL STRATEGIES** manages $270M across a diversified portfolio of 68 positions. The strategy exhibits a significant core allocation to broad market indices, notably holding VT ($30.2M) and VTI ($28.4M). Further diversification is evident through substantial positions in fixed income and dividend-focused assets, including AGG ($18.6M) and BND ($9.0M). Top holdings also include VOO ($15.0M) and BIV ($18.9M), suggesting a focus on stable, income-generating, and market-correlated assets.
Total AUM
$269.7M
QoQ Performance
+3.5%
Positions
34
Top 10 Concentration
58.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VT
VTI
BIV
AGG
VOO
VT11.2%
VTI10.5%
BIV7.0%
AGG6.9%
VOO5.6%
SPTM4.1%
EFIV3.9%
IUSB3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.0%
ETF5.8%
Technology5.5%
Industrial2.1%
Consumer0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑21 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023