Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 02-14-2024 | 12-31-2023 | 70 | 230,653,485 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 500 ESG ETF | 1 | $32,825,858 | 710,516 | 0.01 | 0.00 | 587,261 | 476.46 | 12-31-2023 |
| VANGUARD WORLD FD | ESG US STK ETF | 2 | $22,124,708 | 260,107 | 0.01 | 0.00 | 256,414 | 6943.24 | 12-31-2023 |
| ISHARES TR | CORE TOTAL USD | 3 | $17,290,071 | 375,300 | 0.01 | 375,300 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLI S&P1500 | 4 | $14,900,173 | 254,922 | 0.01 | 0.01 | 169 | 0.07 | 12-31-2023 |
