Relaxing Retirement Coach

Relaxing Retirement Coach as of Sept. 30, 2018

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 53 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 7.5 $25M 123k 201.27
Schwab Strategic Tr us lrg cap etf (SCHX) 6.3 $21M 300k 69.54
iShares S&P 500 Index (IVV) 4.8 $16M 55k 292.68
Schwab Intl Small Cap Equity ETF (SCHC) 4.7 $16M 442k 35.65
Schwab Strategic Tr sht tm us tres (SCHO) 4.7 $16M 313k 49.55
Spdr Series Trust equity (IBND) 4.5 $15M 450k 33.59
SPDR Barclays Capital Short Term Int ETF (BWZ) 4.5 $15M 481k 31.17
Vanguard Small-Cap Value ETF (VBR) 4.4 $15M 105k 139.34
Sch Fnd Intl Lg Etf (FNDF) 3.8 $13M 424k 29.95
Schwab International Equity ETF (SCHF) 3.8 $13M 378k 33.54
iShares MSCI EAFE Value Index (EFV) 3.8 $13M 242k 51.92
Schwab Strategic Tr intrm trm (SCHR) 3.6 $12M 232k 51.79
Vanguard Mid-Cap Value ETF (VOE) 3.5 $12M 104k 113.05
iShares S&P SmallCap 600 Index (IJR) 3.2 $11M 121k 87.25
Vanguard Value ETF (VTV) 3.2 $11M 96k 110.69
Schwab Strategic Tr us reit etf (SCHH) 2.9 $9.7M 233k 41.73
SPDR S&P Emerging Markets Small Cap (EWX) 2.6 $8.6M 191k 44.79
Schwab Emerging Markets Equity ETF (SCHE) 2.6 $8.5M 332k 25.71
Spdr Ser Tr cmn (FLRN) 2.4 $8.1M 262k 30.78
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.3 $7.5M 262k 28.79
Sch Us Mid-cap Etf etf (SCHM) 2.2 $7.2M 125k 57.85
Schwab Strategic Tr schwb fdt int sc (FNDC) 2.1 $7.0M 204k 34.52
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.6 $5.5M 135k 40.73
Vanguard Admiral Fds Inc equity (IVOV) 1.6 $5.4M 42k 128.72
Schwab U S Large Cap Growth ETF (SCHG) 1.4 $4.8M 59k 82.10
Schwab U S Small Cap ETF (SCHA) 1.4 $4.7M 62k 76.16
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.2 $4.0M 38k 104.67
Vanguard Scottsdale Fds cmn (VTWV) 1.2 $3.9M 34k 115.34
Vanguard Scottsdale Fds vng rus2000grw (VTWG) 1.1 $3.6M 23k 156.11
Vanguard Admiral Fds Inc cmn (IVOG) 1.1 $3.6M 25k 144.54
Vanguard Emerging Markets ETF (VWO) 1.0 $3.4M 84k 40.94
Schwab Strategic Tr cmn (SCHV) 0.8 $2.5M 45k 56.11
Vanguard Small-Cap Growth ETF (VBK) 0.7 $2.3M 12k 187.38
Vanguard Mid-Cap Growth ETF (VOT) 0.6 $1.9M 13k 142.52
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.5 $1.5M 14k 112.27
Vanguard Admiral Fds Inc equity (VOOG) 0.3 $1.1M 7.2k 158.82
Vanguard Europe Pacific ETF (VEA) 0.3 $1.0M 24k 43.26
iShares MSCI EAFE Growth Index (EFG) 0.3 $939k 12k 80.20
Vanguard Admiral Fds Inc cmn (IVOO) 0.2 $680k 5.0k 135.73
Abbott Laboratories (ABT) 0.2 $602k 8.2k 73.40
SPDR MSCI ACWI ex-US (CWI) 0.2 $576k 15k 37.43
Vanguard Admiral Fds Inc equity (VOOV) 0.2 $567k 5.1k 111.64
Vanguard Small-Cap ETF (VB) 0.2 $519k 3.2k 162.70
Abiomed 0.1 $450k 1.0k 450.00
Procter & Gamble Company (PG) 0.1 $352k 4.2k 83.25
Vanguard Growth ETF (VUG) 0.1 $317k 2.0k 160.91
Vanguard Dividend Appreciation ETF (VIG) 0.1 $330k 3.0k 110.74
iShares S&P MidCap 400 Growth (IJK) 0.1 $295k 1.3k 231.92
International Business Machines (IBM) 0.1 $282k 1.9k 151.53
American Electric Power Company (AEP) 0.1 $272k 3.8k 70.76
iShares S&P SmallCap 600 Growth (IJT) 0.1 $248k 1.2k 201.14
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $238k 4.5k 53.12
Travelers Companies (TRV) 0.1 $208k 1.6k 130.00