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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

RETIREMENT CAPITAL STRATEGIES INSTITUTION : RETIREMENT CAPITAL STRATEGIES
RETIREMENT CAPITAL STRATEGIES Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 28,034,000 328,463 15.31%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 21,767,000 91,915 11.89%
ISHARES TR    (MSCI MIN VOL ETF) USMV 20,296,000 375,783 11.09%
VANGUARD SCOTTSDALE FDS    (TOTAL WLD BD ETF) 16,701,000 210,219 9.12%
ISHARES TR    (ULTR SH TRM BD) ICSH 12,629,000 252,832 6.90%
VANGUARD WORLD FD    (EXTENDED DUR) EDV 11,402,000 68,009 6.23%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 7,682,000 123,806 4.19%
ISHARES TR    (GBL GREEN ETF) 7,312,000 137,784 3.99%
ISHARES TR    (ESG MSCI USA ETF) 6,754,000 117,481 3.69%
MICROSOFT CORP    (COM) MSFT 6,143,000 38,951 3.35%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 6,043,000 68,218 3.30%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 5,285,000 97,020 2.88%
ISHARES TR    (USA MOMENTUM FCT) 4,901,000 46,032 2.67%
APPLE INC    (COM) AAPL 4,411,000 17,345 2.41%
3M CO    (COM) MMM 3,695,000 27,070 2.01%
ISHARES TR    (ESG US AGR BD) 3,484,000 62,865 1.90%
ISHARES TR    (EXPANDED TECH) IGV 3,159,000 15,021 1.72%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,688,000 30,009 0.92%
VANGUARD WORLD FD    (ESG INTL STK ETF) 1,644,000 39,949 0.89%
INTEL CORP    (COM) INTC 1,362,000 25,159 0.74%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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