Relaxing Retirement Coach

Relaxing Retirement Coach as of Sept. 30, 2019

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 50 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 7.4 $24M 125k 193.18
Schwab Strategic Tr us lrg cap etf (SCHX) 5.9 $19M 271k 70.90
iShares S&P 500 Index (IVV) 5.0 $16M 54k 298.43
Schwab Strategic Tr sht tm us tres (SCHO) 4.7 $15M 299k 50.57
Spdr Series Trust equity (IBND) 4.7 $15M 455k 33.30
SPDR Barclays Capital Short Term Int ETF (BWZ) 4.6 $15M 491k 30.28
Schwab Intl Small Cap Equity ETF (SCHC) 4.0 $13M 411k 31.80
Schwab International Equity ETF (SCHF) 3.9 $13M 396k 31.87
Sch Fnd Intl Lg Etf (FNDF) 3.8 $12M 451k 27.56
Schwab Strategic Tr intrm trm (SCHR) 3.8 $12M 219k 55.59
Vanguard Small-Cap Value ETF (VBR) 3.7 $12M 94k 128.89
Schwab Strategic Tr us reit etf (SCHH) 3.5 $11M 239k 47.18
Vanguard Mid-Cap Value ETF (VOE) 3.4 $11M 98k 112.97
iShares MSCI EAFE Value Index (EFV) 3.4 $11M 233k 47.35
Schwab Strategic Tr schwb fdt int sc (FNDC) 3.3 $11M 351k 30.73
Vanguard Value ETF (VTV) 3.3 $11M 95k 111.50
iShares S&P SmallCap 600 Index (IJR) 3.2 $10M 134k 77.85
SPDR S&P Emerging Markets Small Cap (EWX) 2.9 $9.4M 216k 43.48
Schwab Emerging Markets Equity ETF (SCHE) 2.5 $8.2M 325k 25.12
Spdr Ser Tr cmn (FLRN) 2.3 $7.5M 245k 30.75
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.3 $7.5M 273k 27.38
Sch Us Mid-cap Etf etf (SCHM) 2.3 $7.4M 131k 56.51
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.9 $6.2M 164k 37.76
Vanguard Admiral Fds Inc equity (IVOV) 1.7 $5.6M 46k 123.43
Vanguard Scottsdale Fds cmn (VTWV) 1.5 $4.8M 46k 104.66
Schwab U S Large Cap Growth ETF (SCHG) 1.3 $4.1M 49k 84.00
Schwab U S Small Cap ETF (SCHA) 1.2 $3.9M 56k 69.66
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.1 $3.6M 34k 106.51
Vanguard Admiral Fds Inc cmn (IVOG) 1.0 $3.2M 23k 139.47
Vanguard Emerging Markets ETF (VWO) 1.0 $3.1M 77k 40.23
Vanguard Scottsdale Fds vng rus2000grw (VTWG) 0.9 $2.9M 21k 140.20
Vanguard Small-Cap Growth ETF (VBK) 0.6 $1.9M 10k 181.75
SPDR S&P World ex-US (SPDW) 0.6 $1.8M 61k 29.35
Schwab Strategic Tr cmn (SCHV) 0.5 $1.7M 30k 56.77
Vanguard Mid-Cap Growth ETF (VOT) 0.4 $1.3M 8.9k 148.09
Vanguard Admiral Fds Inc equity (VOOG) 0.3 $984k 6.1k 161.71
Vanguard Europe Pacific ETF (VEA) 0.2 $733k 18k 41.07
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $715k 7.0k 101.61
Abbott Laboratories (ABT) 0.2 $686k 8.2k 83.64
Vanguard Admiral Fds Inc cmn (IVOO) 0.2 $629k 4.8k 130.63
iShares MSCI EAFE Growth Index (EFG) 0.2 $557k 6.9k 80.68
Vanguard Small-Cap ETF (VB) 0.1 $491k 3.2k 153.92
Procter & Gamble Company (PG) 0.1 $444k 3.6k 124.30
SPDR MSCI ACWI ex-US (CWI) 0.1 $408k 17k 24.05
Vanguard Admiral Fds Inc equity (VOOV) 0.1 $430k 3.7k 114.91
American Electric Power Company (AEP) 0.1 $360k 3.8k 93.65
iShares S&P MidCap 400 Growth (IJK) 0.1 $280k 1.3k 224.00
International Business Machines (IBM) 0.1 $271k 1.9k 145.62
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $245k 4.5k 54.69
Travelers Companies (TRV) 0.1 $238k 1.6k 148.75