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 S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 101 | $762,085 | 1,502 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | ESG ADV TTL USD | 102 | $746,192 | 17,249 | 0.00 | 17,249 | +Inf | 12-31-2023 | |
| CISCO SYS INC | COM | 103 | $731,378 | 14,477 | 0.00 | 0.00 | 277 | 1.95 | 12-31-2023 |
| INTEL CORP | COM | 104 | $721,540 | 14,359 | 0.00 | 0.00 | 368 | 2.63 | 12-31-2023 |
