IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Retirement Capital Strategies

Q3 2016 Holdings

Filed 2016-10-28 | 16 holdings | $709.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco Systems Inc(CSCO)Com17275R102$536.0K16,90075.6%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$51.5K259,1037.3%
Vanguard BD Index Inc(BND)Total Bnd Mrkt921937835$49.3K586,3417.0%
Vanguard Star FD(VXUS)VG TL INTL STK F921909768$20.7K439,1212.9%
Vanguard Charlotte Fds(BNDX)Intl Bd IDX ETF92203J407$16.0K285,3082.3%
Spdr S&P Midcap 400 ETF Tr(MDY)UTSER1 S&PDCRP78467Y107$14.0K49,7102.0%
Vanguard Index FDS(VB)Small CP ETF922908751$6.9K56,8301.0%
Vanguard Index FDS(VNQ)REIT ETF922908553$5.1K58,4330.7%
Vanguard Intl Equity Index F(VWO)FTSE Emr Mkt ETF922042858$4.9K129,7660.7%
Intel Corp(INTC)Com458140100$1.5K39,8590.2%
Vanguard BD Index Inc(BSV)Short Trm Bond921937827$97312,0350.1%
General Electric CoCom369604103$74325,0900.1%
Hewlett Packard Enterprise C(HPE)Com42824C109$64128,1720.1%
HP Inc(HPQ)Com40434L105$43828,1720.1%
LPL Finl Hldings Inc(LPLA)Com50212V100$29910,0000.0%
Kinder Morgan Inc Del(KMI)Com49456B101$28212,1920.0%