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Relaxing Retirement Coach

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

Top 5 stock holdings are DFUS, DFIC, DFAS, DFEM, DFCF, and represent 58.58% of Relaxing Retirement Coach's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFCF, DFLV, DFUS, DFAR, DFAT, DFEM, DFAS, DFUV, VTI.
Started 9 new stock positions in AVEM, DFSV, IJJ, DFSD, BIIB, IJR, BND, AVDV, REET.
Reduced shares in these 10 stocks: DFAI, DFAE, IVOG, VWO, SCHG, VOT, DFNM, IJH, IVOV, SCHX.
Relaxing Retirement Coach was a net buyer of stock by $21M.
Relaxing Retirement Coach has $332M in assets under management (AUM), dropping by 10.69%.
Central Index Key (CIK): 0001728449

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

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Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 76 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Etf (DFUS)	19.3	$64M	+3%	1.3M	48.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	16.2	$54M	+7%	2.2M	24.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.8	$29M	+4%	534k	54.80	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.4	$25M	+7%	1.0M	24.05	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.9	$23M	+17%	550k	41.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.2	$17M	+12%	369k	46.39	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.4	$11M	+36%	443k	25.40	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.2	$11M		223k	47.63	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.0	$10M	+23%	469k	21.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$8.5M		163k	52.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$7.2M		101k	71.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$6.4M		85k	74.95	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	1.4	$4.8M		58k	82.32	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$4.0M	+10%	122k	32.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$3.7M		83k	43.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$3.2M	+40%	92k	34.50	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$3.0M	+2%	125k	24.37	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.7	$2.5M	-9%	27k	93.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.4M	-2%	9.2k	261.46	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.7	$2.3M		13k	176.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.3M		5.2k	445.73	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.7	$2.3M		19k	123.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.7M	-58%	64k	27.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.6M		6.8k	229.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$1.5M	+15%	64k	23.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$1.5M		11k	138.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.5M	+22%	44k	33.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.5M		60k	24.63	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$1.3M		5.1k	254.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$1.3M		19k	67.09	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.3M	-6%	6.1k	205.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.3M		35k	35.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.2M		7.3k	165.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.2M	-7%	30k	40.68	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.2M	+6%	51k	22.82	View chart
Abbvie (ABBV)	0.3	$1.1M		8.2k	134.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$992k	+237%	4.5k	220.30	View chart
Abbott Laboratories (ABT)	0.3	$895k		8.2k	109.02	View chart
Procter & Gamble Company (PG)	0.3	$857k		5.6k	151.74	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$837k	-24%	36k	23.46	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$825k		9.3k	88.56	View chart
Merck & Co (MRK)	0.2	$668k		5.8k	115.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$660k	+2%	4.6k	142.12	View chart
Eli Lilly & Co. (LLY)	0.2	$584k	+14%	1.2k	468.98	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$580k		3.7k	155.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$537k		1.5k	369.42	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$493k		15k	33.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$481k	+98%	10k	46.18	View chart
Cigna Corp (CI)	0.1	$465k		1.7k	280.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$461k	NEW	8.6k	53.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$458k	NEW	6.3k	72.69	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$452k		9.6k	47.05	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$393k	-2%	14k	28.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$386k	NEW	3.9k	99.65	View chart
Moody's Corporation (MCO)	0.1	$378k		1.1k	347.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$359k	NEW	14k	25.70	View chart
Cambridge Ban (CATC)	0.1	$358k		6.6k	54.31	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)	0.1	$348k		9.9k	35.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$329k	NEW	5.7k	57.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$323k		1.6k	198.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$291k		3.9k	75.00	View chart
Travelers Companies (TRV)	0.1	$280k		1.6k	173.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$279k		2.7k	104.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$271k		3.7k	72.62	View chart
Linde SHS (LIN)	0.1	$270k		709.00	381.08	View chart
International Business Machines (IBM)	0.1	$249k		1.9k	133.81	View chart
Exxon Mobil Corporation (XOM)	0.1	$227k	+4%	2.1k	107.25	View chart
Dimensional Etf Trust International (DFSI)	0.1	$226k		7.4k	30.45	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$225k		2.4k	95.09	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$216k	-5%	4.3k	50.44	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$211k	NEW	4.5k	46.35	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$208k	NEW	1.9k	107.13	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$206k	NEW	9.0k	22.97	View chart
Chevron Corporation (CVX)	0.1	$205k		1.3k	157.35	View chart
Biogen Idec (BIIB)	0.1	$205k	NEW	718.00	284.85	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$194k		11k	18.40	View chart

Past Filings by Relaxing Retirement Coach

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

Relaxing Retirement Coach 2023 Q2 filed July 27, 2023
Relaxing Retirement Coach 2023 Q1 filed April 27, 2023
Relaxing Retirement Coach 2022 Q4 filed Jan. 31, 2023
Relaxing Retirement Coach 2022 Q3 filed Oct. 18, 2022
Relaxing Retirement Coach 2022 Q2 filed July 13, 2022
Relaxing Retirement Coach 2021 Q4 restated filed May 6, 2022
Relaxing Retirement Coach 2022 Q1 filed May 6, 2022
Relaxing Retirement Coach 2021 Q4 filed Jan. 31, 2022
Relaxing Retirement Coach 2021 Q3 filed Oct. 22, 2021
Relaxing Retirement Coach 2021 Q2 filed July 15, 2021
Relaxing Retirement Coach 2021 Q1 filed April 23, 2021
Relaxing Retirement Coach 2020 Q4 filed Jan. 22, 2021
Relaxing Retirement Coach 2020 Q3 filed Nov. 2, 2020
Relaxing Retirement Coach 2020 Q2 filed July 13, 2020
Relaxing Retirement Coach 2020 Q1 filed April 10, 2020
Relaxing Retirement Coach 2019 Q4 filed Jan. 24, 2020

View all past filings

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