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Disclosery

13F-HR filed by RETIREMENT CAPITAL STRATEGIES

RETIREMENT CAPITAL STRATEGIES filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 62 holding rows worth $264,597,333.

Accession
0001214659-26-006225
Filer
CIK 1672681
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 62 entries on the cover page, a total value of $264,597,333 stated on the cover page (in dollars after the unit check, H1), rows summing to $264,597,333 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
Vanguard Total World Stock ETF922042742SHS217,936$30,144,885dollars as filed
VTI922908769COM87,570$28,093,207dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS255,252$19,700,338dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS193,786$19,237,106dollars as filed
Vanguard S&P 500 ETF922908363COM23,681$14,150,582dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF222,751$11,273,439dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS133,080$10,521,305dollars as filed
SPDR S&P 500 ESG ETF78468R531SHS157,122$9,911,319dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS213,628$9,867,477dollars as filed
Vanguard Total Bond Market ETF921937835SHS124,837$9,193,014dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A887ULTRA SHRT DUR171,792$8,610,215dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS71,602$7,173,842dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF70,766$7,036,925dollars as filed
Apple Inc037833100COM27,249$6,915,524dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA112,397$5,658,074dollars as filed
3M CO COM88579Y101Stock31,982$4,644,746dollars as filed
ARISTA NETWORKS INC040413205COM32,156$3,948,114dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS32,300$3,626,321dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS67,423$3,412,952dollars as filed
ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF46436E619COM71,395$3,105,683dollars as filed
RBB FD INC74933W460US TRSRY 6 MNTH61,809$3,092,282dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS64,926$3,087,231dollars as filed
LPL FINL HLDGS INC COM50212V100Stock10,041$3,020,634dollars as filed
GOLDMAN SACHS ETF TR381430230ULTR SHOR BD ETF56,502$2,856,176dollars as filed
NUSHARES ETF TR67092P870NUVEEN ESG US125,122$2,778,960dollars as filed
SPDR GOLD TR78463V107GOLD SHS5,681$2,444,614dollars as filed
Microsoft Corp594918104COM6,369$2,357,613dollars as filed
NVIDIA Corp67066G104COM13,176$2,297,975dollars as filed
DBX ETF TR233051143XTRACKRS S&P 50038,395$2,286,422dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS42,693$2,161,547dollars as filed
iShares Short Treasury Bond ETF464288679SHS16,679$1,841,195dollars as filed
iShares Silver Trust46428Q109COM22,333$1,521,771dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH29,090$1,450,427dollars as filed
Eaton Corp. PlcG29183103COM3,996$1,429,249dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS13,391$1,347,938dollars as filed
Tesla Motors, Inc88160R101COM3,162$1,175,474dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS12,026$1,102,063dollars as filed
Cisco Systems,Inc.17275R102COM14,200$1,101,778dollars as filed
ISHARES TR46435G425COM7,241$1,024,022dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,502$926,374dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF15,381$757,053dollars as filed
GE Vernova Inc.36828A101COM720$628,388dollars as filed
RBB FD INC74933W478US TREASRY 12 MT12,115$606,654dollars as filed
Intel Corp458140100COM12,991$573,293dollars as filed
General Electric Company369604301COM1,991$564,986dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS824$538,245dollars as filed
ISHARES TR464287457COM6,091$502,934dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR17,229$502,742dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS8,583$502,449dollars as filed
Schwab Short Term US Treasury ETF808524862SHS20,695$502,268dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock6,827$445,803dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,954$420,738dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM19,421$355,210dollars as filed
MGC921910873COM1,277$301,819dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 27,114$276,450dollars as filed
iShares Cybersecurity and Tech ETF46435U135CYBERSECURITY6,015$262,555dollars as filed
Vanguard Small-Cap ETF922908751SHS907$237,561dollars as filed
INVESCO EXCH TRADED FD TR II46138G706SOLAR ETF4,196$233,759dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM768$220,308dollars as filed
ISHARES TR46435U218ESG MSCI LEADR1,911$217,095dollars as filed
Amazon.com, Inc023135106COM1,036$215,768dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM704$202,442dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-006225this filing2026-05-15acceptance time not in the bulk data set