Relaxing Retirement Coach

Relaxing Retirement Coach as of Sept. 30, 2021

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 46 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 12.5 $15M 324k 47.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.5 $9.2M 88k 104.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 7.4 $9.1M 158k 57.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.9 $8.4M 109k 76.66
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 6.5 $7.9M 160k 49.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.2 $7.5M 169k 44.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.3 $6.5M 44k 148.09
Vanguard Admiral Fds Midcp 400 Val (IVOV) 4.3 $5.3M 33k 159.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.6 $4.3M 43k 100.09
Ishares Tr Shrt Nat Mun Etf (SUB) 3.4 $4.2M 39k 107.56
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 2.6 $3.2M 15k 213.99
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 2.4 $3.0M 15k 196.89
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 2.4 $2.9M 21k 140.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.6M 53k 50.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $2.5M 81k 30.49
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.3M 5.4k 430.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $2.2M 75k 28.91
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $2.1M 8.1k 262.97
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $2.1M 7.4k 280.12
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $1.9M 47k 41.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.5 $1.9M 13k 139.61
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.4 $1.7M 7.2k 236.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $1.7M 44k 38.70
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.2 $1.5M 5.7k 266.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $1.4M 21k 67.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $1.4M 8.4k 169.29
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $1.3M 47k 27.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $1.2M 23k 51.18
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.7 $830k 4.7k 178.23
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $724k 19k 38.73
Vanguard Index Fds Value Etf (VTV) 0.6 $681k 5.0k 135.33
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.5 $600k 17k 35.30
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.4 $522k 3.7k 140.70
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $473k 4.4k 106.51
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.3 $378k 6.7k 56.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $368k 7.3k 50.47
Vanguard Index Fds Small Cp Etf (VB) 0.3 $355k 1.6k 218.87
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.3 $342k 11k 30.66
Spdr Ser Tr Blomberg Brc Int (BWZ) 0.3 $338k 11k 31.12
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $307k 3.9k 79.12
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $304k 2.8k 109.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $277k 3.7k 74.22
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $263k 5.0k 52.62
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $239k 2.4k 100.84
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $220k 7.6k 28.92
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $210k 6.4k 32.87