0001214659-20-004597.txt : 20200514 0001214659-20-004597.hdr.sgml : 20200514 20200514172759 ACCESSION NUMBER: 0001214659-20-004597 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RETIREMENT CAPITAL STRATEGIES CENTRAL INDEX KEY: 0001672681 IRS NUMBER: 200036697 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17418 FILM NUMBER: 20879181 BUSINESS ADDRESS: STREET 1: 1190 SARATOGA AVENUE STREET 2: STE 140 CITY: SAN JOSE STATE: CA ZIP: 95129 BUSINESS PHONE: (408) 551-6100 MAIL ADDRESS: STREET 1: 1190 SARATOGA AVENUE STREET 2: STE 140 CITY: SAN JOSE STATE: CA ZIP: 95129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001672681 XXXXXXXX 03-31-2020 03-31-2020 false RETIREMENT CAPITAL STRATEGIES

1190 SARATOGA AVENUE STE 140 SAN JOSE CA 95129

13F HOLDINGS REPORT 028-17418 N Michael Philipp 4085516100 /s/Michael Philipp San Jose CA 05-13-2020 0 40 183007 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 3695 27070 SH SOLE 27070 0 0 ADOBE INC COM 00724F101 1293 4063 SH SOLE 4063 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 226 3152 SH SOLE 3152 0 0 APPLE INC COM 037833100 4411 17345 SH SOLE 17345 0 0 AQUA METALS INC COM 03837J101 6 12422 SH SOLE 12422 0 0 ARISTA NETWORKS INC COM 040413106 405 2000 SH SOLE 2000 0 0 ARISTA NETWORKS INC PUT 040413956 405 2000 SH Put SOLE 2000 0 0 BIOGEN INC COM 09062X103 437 1380 SH SOLE 1380 0 0 CISCO SYS INC COM 17275R102 677 17210 SH SOLE 17210 0 0 COMMERCE BANCSHARES INC COM 200525103 240 4775 SH SOLE 4775 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5285 97020 SH SOLE 97020 0 0 EATON CORP PLC SHS G29183103 318 4096 SH SOLE 4096 0 0 GENERAL ELECTRIC CO COM 369604103 140 17675 SH SOLE 17675 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6043 68218 SH SOLE 68218 0 0 HEWLETT PACKARD ENTERPRISE CO COM 42824C109 220 22672 SH SOLE 22672 0 0 HP INC COM 40434L105 468 26972 SH SOLE 26972 0 0 INTEL CORP COM 458140100 1362 25159 SH SOLE 25159 0 0 ISHARES TR CORE S&P 500 ETF 464287200 213 824 SH SOLE 824 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 7682 123806 SH SOLE 123806 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 20296 375783 SH SOLE 375783 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 4901 46032 SH SOLE 46032 0 0 ISHARES TR ESG MSCI LEADR 46435U218 1099 24376 SH SOLE 24376 0 0 ISHARES TR ESG US AGR BD 46435U549 3484 62865 SH SOLE 62865 0 0 ISHARES TR EXPANDED TECH 464287515 3159 15021 SH SOLE 15021 0 0 ISHARES TR GBL GREEN ETF 46435U440 7312 137784 SH SOLE 137784 0 0 ISHARES TR ULTR SH TRM BD 46434V878 12629 252832 SH SOLE 252832 0 0 ISHARES TR ESG MSCI USA ETF 46435G425 6754 117481 SH SOLE 117481 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 732 76597 SH SOLE 76597 0 0 LPL FINL HLDGS INC COM 50212V100 547 10041 SH SOLE 10041 0 0 MEDTRONIC PLC SHS G5960L103 216 2390 SH SOLE 2390 0 0 MICROSOFT CORP COM 594918104 6143 38951 SH SOLE 38951 0 0 NETFLIX INC COM 64110L106 216 576 SH SOLE 576 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 445 1692 SH SOLE 1692 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1644 39949 SH SOLE 39949 0 0 VANGUARD WORLD FD EXTENDED DUR 921910709 11402 68009 SH SOLE 68009 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21767 91915 SH SOLE 91915 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 28034 328463 SH SOLE 328463 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1688 30009 SH SOLE 30009 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 312 2421 SH SOLE 2421 0 0 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 16701 210219 SH SOLE 210219 0 0