Relaxing Retirement Coach

Relaxing Retirement Coach as of March 31, 2020

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 48 positions in its portfolio as reported in the March 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) 6.7 $11M 178k 61.25
iShares S&P MidCap 400 Index (IJH) 6.5 $11M 74k 143.92
Schwab Strategic Tr sht tm us tres (SCHO) 5.3 $8.6M 166k 51.75
SPDR Barclays Capital Short Term Int ETF (BWZ) 4.8 $7.8M 263k 29.64
iShares S&P 500 Index (IVV) 4.7 $7.7M 30k 258.37
Spdr Series Trust equity (IBND) 4.5 $7.3M 234k 31.07
Schwab International Equity ETF (SCHF) 3.9 $6.3M 243k 25.87
Schwab Strategic Tr intrm trm (SCHR) 3.8 $6.2M 105k 58.78
Schwab Intl Small Cap Equity ETF (SCHC) 3.6 $5.9M 241k 24.43
Sch Us Mid-cap Etf etf (SCHM) 3.2 $5.2M 123k 42.14
Vanguard Small-Cap Value ETF (VBR) 3.1 $5.0M 57k 88.81
Sch Fnd Intl Lg Etf (FNDF) 2.9 $4.8M 227k 21.02
Schwab Strategic Tr schwb fdt int sc (FNDC) 2.9 $4.7M 201k 23.48
Vanguard Mid-Cap Value ETF (VOE) 2.9 $4.7M 57k 81.32
iShares S&P SmallCap 600 Index (IJR) 2.8 $4.6M 82k 56.15
Schwab Emerging Markets Equity ETF (SCHE) 2.8 $4.6M 221k 20.70
iShares MSCI EAFE Value Index (EFV) 2.6 $4.2M 118k 35.70
Vanguard Value ETF (VTV) 2.5 $4.0M 45k 89.02
Schwab Strategic Tr us reit etf (SCHH) 2.4 $3.9M 118k 32.73
Schwab U S Large Cap Growth ETF (SCHG) 2.4 $3.8M 48k 79.65
Vanguard Admiral Fds Inc equity (IVOV) 2.3 $3.7M 44k 84.40
SPDR S&P Emerging Markets Small Cap (EWX) 2.2 $3.7M 110k 33.12
Spdr Ser Tr cmn (FLRN) 2.2 $3.7M 124k 29.35
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 2.1 $3.5M 33k 106.40
Schwab U S Small Cap ETF (SCHA) 1.7 $2.8M 54k 51.57
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 1.6 $2.6M 128k 20.61
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.6 $2.5M 98k 25.89
Vanguard Scottsdale Fds cmn (VTWV) 1.5 $2.4M 34k 71.87
Vanguard Emerging Markets ETF (VWO) 1.4 $2.3M 70k 33.51
Vanguard Scottsdale Fds vng rus2000grw (VTWG) 1.4 $2.2M 19k 114.93
Vanguard Admiral Fds Inc cmn (IVOG) 1.2 $1.9M 17k 110.27
Vanguard Small-Cap Growth ETF (VBK) 0.9 $1.4M 9.6k 150.45
SPDR S&P World ex-US (SPDW) 0.9 $1.4M 59k 23.92
Schwab Strategic Tr cmn (SCHV) 0.8 $1.3M 28k 44.13
Vanguard Mid-Cap Growth ETF (VOT) 0.7 $1.1M 8.8k 126.47
Vanguard Admiral Fds Inc equity (VOOG) 0.6 $905k 6.1k 148.73
Vanguard Europe Pacific ETF (VEA) 0.4 $598k 18k 33.48
iShares MSCI EAFE Growth Index (EFG) 0.3 $490k 6.9k 70.95
Vanguard Admiral Fds Inc cmn (IVOO) 0.3 $460k 4.7k 97.38
Procter & Gamble Company (PG) 0.2 $393k 3.6k 110.02
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $397k 5.1k 78.33
Vanguard Small-Cap ETF (VB) 0.2 $368k 3.2k 115.36
Vanguard Admiral Fds Inc equity (VOOV) 0.2 $351k 3.8k 93.25
SPDR MSCI ACWI ex-US (CWI) 0.2 $332k 17k 19.70
Microsoft Corporation (MSFT) 0.1 $217k 1.4k 158.39
International Business Machines (IBM) 0.1 $207k 1.9k 111.23
iShares S&P MidCap 400 Growth (IJK) 0.1 $219k 1.2k 178.19
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $201k 4.5k 44.87