You're signed outSign in or to get full access.
Retirement Capital Strategies
Retirement Capital Strategies, Inc. is a San Jose, California-based registered investment adviser founded in 2010. The firm specializes in providing investment advisory and financial planning services, focusing on retirement and wealth management for individuals and families. RCS serves retail investors with customized investment solutions and maintains a small team of professionals.
Investment Strategy
Retirement Capital Strategies employs a passive indexing approach, primarily allocating client portfolios to Exchange Traded Funds (ETFs), but also invests in equities, fixed income, mutual funds, cash instruments, and private funds when appropriate. The investment strategy is customized based on each client's risk tolerance, time horizon, and goals, using model portfolios and discretionary management. The firm emphasizes diversification through broad market exposures and regularly reviews accounts to align with client objectives.
Latest 13F Filing Activity
Retirement Capital Strategies filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $252M. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Index FDS, RBB FD Inc. among other positions. Retirement Capital Strategies reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 12.09% | $30.5M | 237,425 | $128.52 | $128.52 | +$30.5M |
V VTI | VANGUARD INDEX FDS | 8.79% | $22.2M | 72,967 | $295.90 | $303.93 | +$20.7M |
B BIV | VANGUARD BD INDEX FDS | 6.98% | $17.6M | 227,780 | $76.91 | $77.34 | +$7.8M |
A AGG | ISHARES TR | 6.90% | $17.4M | 175,616 | $100.00 | $99.20 | +$7.5M |
V VOO | VANGUARD INDEX FDS | 5.74% | $14.5M | 25,503 | $455.40 | $568.03 | -$24.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more