Filling information for RETIREMENT CAPITAL STRATEGIES as Treemap, investor disclosed 42 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 78467V707 | 78467V707 | SSGA ACTIVE ETF TR | ULT SHT TRM BD | 3116839 | 77437 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 353944 | 2734 | |
| 50212V100 | 50212V100 | LPL FINL HLDGS INC | COM | 2046466 | 10111 | |
| 46641Q142 | 46641Q142 | J P MORGAN EXCHANGE TRADED F | CLIMATE CHANGE S | 266753 | 6608 | |
| 46435U135 | 46435U135 | ISHARES TR | CYBERSECURITY | 233258 | 6417 | |
| 46436E718 | 46436E718 | ISHARES TR | 0-3 MNTH TREASRY | 27328391 | 271708 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 684675 | 3996 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 259112 | 1792 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 2160232 | 7493 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 742305 | 14200 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 358207 | 3855 | |
| 74347R131 | 74347R131 | PROSHARES TR | SHRT HGH YIELD | 8381328 | 456499 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 3513617 | 33428 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 298047 | 1073 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 492834 | 6675 | |
| 78468R523 | 78468R523 | SPDR SER TR | BLOOMBERG 3-12 M | 5914543 | 59377 | |
| 46434V860 | 46434V860 | ISHARES TR | TRS FLT RT BD | 4895898 | 96776 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 12246684 | 32565 | |
| 381430529 | 381430529 | GOLDMAN SACHS ETF TR | ACCES TREASURY | 5144492 | 51373 | |
| 46137V407 | 46137V407 | INVESCO EXCHANGE TRADED FD T | INVESCO MSCI | 252229 | 5136 | |
| 56167N753 | 56167N753 | MANAGED PORTFOLIO SERIES | ECOFIN GBL WATER | 264326 | 6677 | |
| 49372L100 | 49372L100 | KEZAR LIFE SCIENCES INC | COM | 62600 | 20000 | |
| 037833100 | 037833100 | APPLE INC | COM | 4927268 | 29880 | |
| 74348A608 | 74348A608 | PROSHARES TR | SHT 7-10 YR TR | 11057093 | 396809 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 20667842 | 251556 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 1102385 | 21938 | |
| 46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 18436406 | 185795 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1149057 | 22835 | |
| 46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 960691 | 10621 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 338730 | 824 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1562044 | 7653 | |
| 040413106 | 040413106 | ARISTA NETWORKS INC | COM | 1326094 | 7900 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 35632771 | 388072 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 688532 | 1502 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 19325036 | 404120 | |
| 127387108 | 127387108 | CADENCE DESIGN SYSTEM INC | COM | 1435965 | 6835 | |
| 74347X849 | 74347X849 | PROSHARES TR | SHRT 20+YR TRE | 2535185 | 119980 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 4024300 | 36419 | |
| 458140100 | 458140100 | INTEL CORP | COM | 457086 | 13991 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 452885 | 2183 | |
| 464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 245193 | 12396 | |
| 26922A453 | 26922A453 | ETF SER SOLUTIONS | CLEARSHS ULTRA | 400194 | 3997 |