13F-HR filed by RETIREMENT CAPITAL STRATEGIES
RETIREMENT CAPITAL STRATEGIES filed this 13F-HR for the quarter ended 2016-12-31, filed 2017-01-19, with 16 holding rows worth $172,995,000.
- Accession
- 0001214659-17-000348
- Filer
- CIK 1672681
- Filed
- 2017-01-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2016
A holdings report, 16 entries on the cover page, a total value of $172,995,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,995,000 with VALUE read as thousands by filing date, 13F file number 028-17418. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 255,085 | $52,736,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 591,627 | $47,803,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 440,492 | $20,355,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 285,799 | $15,462,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 48,509 | $14,716,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 54,846 | $7,114,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 57,905 | $4,795,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 127,983 | $4,629,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 39,859 | $1,459,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 11,633 | $924,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 25,090 | $795,000 | thousands by filing date | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 28,172 | $654,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 16,900 | $516,000 | thousands by filing date | |
| HP INC COM | 40434L105 | Stock | 28,172 | $418,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 10,000 | $356,000 | thousands by filing date | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 12,192 | $263,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-17-000348 | this filing | 2017-01-19 | acceptance time not in the bulk data set |