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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 51 | $2,602,949 | 6,922 | 0.00 | 0.00 | -6 | -0.09 | 12-31-2023 |
| ISHARES TR | ESG MSCI LEADR | 52 | $2,535,723 | 30,051 | 0.00 | 0.00 | 231 | 0.77 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 53 | $2,381,174 | 14,066 | 0.00 | 0.00 | 975 | 7.45 | 12-31-2023 |
| ISHARES TR | ESG AWR US AGRGT | 54 | $2,347,137 | 49,165 | 0.00 | 49,165 | +Inf | 12-31-2023 |
