Relaxing Retirement Coach

Relaxing Retirement Coach as of March 31, 2021

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 43 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.9 $8.6M 90k 96.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.5 $8.3M 112k 74.43
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 6.9 $6.0M 122k 49.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.6 $5.7M 44k 129.78
Vanguard Admiral Fds Midcp 400 Val (IVOV) 6.1 $5.3M 34k 156.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.3 $4.6M 46k 99.66
Ishares Tr Shrt Nat Mun Etf (SUB) 4.8 $4.2M 39k 107.83
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 3.8 $3.4M 15k 218.79
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 3.5 $3.1M 16k 194.44
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 3.4 $3.0M 22k 139.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $2.8M 53k 52.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $2.7M 85k 31.78
Ishares Tr Core S&p500 Etf (IVV) 2.7 $2.4M 6.0k 397.86
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $2.2M 8.5k 260.35
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $2.1M 53k 39.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $2.0M 7.4k 274.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $2.0M 53k 37.61
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.1 $1.8M 14k 134.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.8 $1.6M 7.4k 214.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.8 $1.5M 24k 65.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $1.5M 9.0k 165.60
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.5 $1.3M 5.7k 234.95
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $1.3M 25k 51.31
Spdr Ser Tr Blomberg Brc Int (BWZ) 1.1 $976k 31k 31.49
Spdr Ser Tr Blombrg Brc Intl (IBND) 1.1 $957k 27k 35.82
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.0 $849k 23k 37.47
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.9 $822k 4.7k 176.51
Vanguard Index Fds Value Etf (VTV) 0.8 $706k 5.4k 131.47
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.6 $556k 18k 30.64
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $510k 10k 49.10
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.6 $506k 3.7k 136.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $464k 1.5k 319.34
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $446k 4.4k 100.43
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.5 $410k 7.3k 56.40
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $395k 3.6k 108.58
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $384k 7.6k 50.65
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.4 $357k 6.4k 55.37
Vanguard Index Fds Small Cp Etf (VB) 0.4 $347k 1.6k 213.93
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $304k 3.9k 78.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $272k 3.7k 72.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $239k 2.4k 100.84
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $223k 6.9k 32.09
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $220k 7.6k 28.92