Relaxing Retirement Coach

Latest statistics and disclosures from Relaxing Retirement Coach's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHX, SCHM, SCHG, SHM, IVOV, and represent 34.67% of Relaxing Retirement Coach's stock portfolio.
  • Added to shares of these 1 stocks: IJK.
  • Reduced shares in these 10 stocks: SCHX (-$14M), IJH (-$11M), IVV (-$8.4M), SCHM (-$7.7M), IBND (-$6.3M), SCHA (-$6.2M), BWZ (-$6.0M), SCHO (-$6.0M), SCHC (-$6.0M), SCHF (-$5.9M).
  • Sold out of its positions in ABT, ABMD, AEP, IBM, IJJ, IJS, IJT, PG, BWX, SCHA. FNDX.
  • Relaxing Retirement Coach was a net seller of stock by $-169M.
  • Relaxing Retirement Coach has $92M in assets under management (AUM), dropping by -60.05%.

Tip: Access up to 7 years of quarterly data

Positions held by Relaxing Retirement Coach consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Relaxing Retirement Coach

Companies in the Relaxing Retirement Coach portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.4 $8.6M -61% 95k 90.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.4 $7.7M -50% 113k 68.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.2 $5.7M -49% 44k 128.41
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 5.6 $5.1M -50% 103k 49.79
Vanguard Admiral Fds Midcp 400 Val (IVOV) 4.9 $4.5M -50% 34k 131.67
Ishares Tr Shrt Nat Mun Etf (SUB) 4.3 $4.0M -48% 37k 108.10
Ishares Tr Core S&p500 Etf (IVV) 4.0 $3.7M -69% 9.8k 375.37
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $3.6M -75% 16k 229.85
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 3.6 $3.3M -54% 16k 208.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.4 $3.1M -63% 100k 30.66
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.2 $2.9M -67% 78k 37.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.2 $2.9M -66% 80k 36.02
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 3.1 $2.9M -50% 16k 178.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $2.6M -50% 53k 50.12

Setup an alert

Relaxing Retirement Coach will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 2.6 $2.4M -49% 21k 115.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.5 $2.3M -34% 19k 118.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.4 $2.2M -50% 8.1k 267.70
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $1.7M -77% 33k 51.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $1.7M -73% 12k 142.23
Spdr Ser Tr Blomberg Brc Int (BWZ) 1.8 $1.6M -78% 49k 32.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $1.6M -3% 7.5k 212.08
Spdr Ser Tr Blombrg Brc Intl (IBND) 1.7 $1.5M -80% 40k 37.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $1.4M -50% 24k 59.51
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.5 $1.4M -50% 6.0k 230.05
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.3 $1.2M -76% 35k 34.77
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.3 $1.2M -76% 41k 29.29
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $1.2M -81% 13k 91.86
Vanguard Index Fds Value Etf (VTV) 1.2 $1.1M -75% 9.2k 119.02
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.1 $1.0M -78% 19k 51.65
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.9 $845k -80% 15k 58.24
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.8 $766k -80% 25k 30.61
Ishares Tr Eafe Value Etf (EFV) 0.8 $694k -83% 15k 47.20
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.8 $688k -79% 16k 42.92
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.7 $668k -50% 4.3k 155.64
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $527k -50% 5.2k 100.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $490k -50% 10k 47.17
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $476k -86% 13k 37.94
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.5 $458k -51% 3.7k 123.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $456k 1.5k 313.83
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.4 $385k -85% 14k 28.30
Vanguard Index Fds Small Cp Etf (VB) 0.3 $316k -63% 1.6k 194.82
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $280k +100% 3.9k 72.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $239k -50% 3.7k 64.04
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $210k -53% 7.6k 27.60

Past Filings by Relaxing Retirement Coach

SEC 13F filings are viewable for Relaxing Retirement Coach going back to 2017