Relaxing Retirement Coach

Relaxing Retirement Coach as of Dec. 31, 2019

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 52 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 7.5 $26M 124k 205.81
Schwab Strategic Tr us lrg cap etf (SCHX) 5.9 $20M 263k 76.81
iShares S&P 500 Index (IVV) 4.9 $17M 51k 323.23
Spdr Series Trust equity (IBND) 4.7 $16M 472k 34.18
Schwab Strategic Tr sht tm us tres (SCHO) 4.7 $16M 316k 50.49
SPDR Barclays Capital Short Term Int ETF (BWZ) 4.6 $16M 506k 30.88
Schwab Intl Small Cap Equity ETF (SCHC) 4.2 $14M 414k 34.63
Schwab International Equity ETF (SCHF) 3.9 $13M 394k 33.64
Sch Fnd Intl Lg Etf (FNDF) 3.7 $13M 442k 28.92
Vanguard Small-Cap Value ETF (VBR) 3.7 $13M 93k 137.06
Schwab Strategic Tr intrm trm (SCHR) 3.6 $12M 226k 54.95
iShares MSCI EAFE Value Index (EFV) 3.4 $12M 234k 49.96
Vanguard Mid-Cap Value ETF (VOE) 3.4 $12M 98k 119.19
Schwab Strategic Tr schwb fdt int sc (FNDC) 3.4 $12M 349k 33.23
iShares S&P SmallCap 600 Index (IJR) 3.3 $11M 136k 83.85
Vanguard Value ETF (VTV) 3.3 $11M 95k 119.96
Schwab Strategic Tr us reit etf (SCHH) 3.2 $11M 237k 45.95
SPDR S&P Emerging Markets Small Cap (EWX) 2.8 $9.7M 211k 46.07
Schwab Emerging Markets Equity ETF (SCHE) 2.6 $8.9M 326k 27.38
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.4 $8.2M 275k 29.83
Sch Us Mid-cap Etf etf (SCHM) 2.3 $7.9M 131k 60.14
Spdr Ser Tr cmn (FLRN) 2.2 $7.6M 246k 30.72
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.9 $6.6M 165k 40.25
Vanguard Admiral Fds Inc equity (IVOV) 1.7 $5.9M 46k 130.08
Vanguard Scottsdale Fds cmn (VTWV) 1.5 $5.1M 46k 112.09
Schwab U S Large Cap Growth ETF (SCHG) 1.3 $4.5M 49k 92.94
Schwab U S Small Cap ETF (SCHA) 1.2 $4.2M 56k 75.59
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.1 $3.6M 34k 106.76
Vanguard Emerging Markets ETF (VWO) 1.0 $3.4M 77k 44.47
Vanguard Admiral Fds Inc cmn (IVOG) 1.0 $3.4M 23k 146.82
Vanguard Scottsdale Fds vng rus2000grw (VTWG) 0.9 $3.2M 21k 155.87
Vanguard Small-Cap Growth ETF (VBK) 0.6 $2.0M 10k 198.82
SPDR S&P World ex-US (SPDW) 0.6 $1.9M 61k 31.38
Schwab Strategic Tr cmn (SCHV) 0.5 $1.8M 29k 60.24
Vanguard Mid-Cap Growth ETF (VOT) 0.4 $1.4M 8.9k 159.00
Vanguard Admiral Fds Inc equity (VOOG) 0.3 $1.1M 6.1k 174.36
Vanguard Europe Pacific ETF (VEA) 0.2 $788k 18k 44.12
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $782k 7.0k 111.13
Abbott Laboratories (ABT) 0.2 $712k 8.2k 86.81
Vanguard Admiral Fds Inc cmn (IVOO) 0.2 $670k 4.8k 139.15
iShares MSCI EAFE Growth Index (EFG) 0.2 $596k 6.9k 86.30
Vanguard Small-Cap ETF (VB) 0.1 $528k 3.2k 165.52
Vanguard Admiral Fds Inc equity (VOOV) 0.1 $472k 3.8k 125.67
Procter & Gamble Company (PG) 0.1 $446k 3.6k 124.86
SPDR MSCI ACWI ex-US (CWI) 0.1 $437k 17k 25.75
American Electric Power Company (AEP) 0.1 $363k 3.8k 94.43
iShares S&P MidCap 400 Growth (IJK) 0.1 $292k 1.2k 237.59
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $259k 4.5k 57.81
International Business Machines (IBM) 0.1 $250k 1.9k 134.34
Microsoft Corporation (MSFT) 0.1 $217k 1.4k 158.39
Travelers Companies (TRV) 0.1 $219k 1.6k 136.88
iShares S&P SmallCap 600 Growth (IJT) 0.1 $204k 1.1k 193.18