Relaxing Retirement Coach

Relaxing Retirement Coach as of Dec. 31, 2021

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 57 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 18.8 $33M 633k 51.70
Dimensional Etf Trust Us Small Cap Etf (DFAS) 8.8 $15M 254k 60.00
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.1 $14M 477k 29.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.7 $9.9M 87k 113.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.6 $9.8M 206k 47.53
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.2 $9.0M 330k 27.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.0 $8.7M 109k 80.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.1 $7.2M 44k 163.71
Dimensional Etf Trust National Municip (DFNM) 4.0 $6.9M 137k 50.41
Vanguard Admiral Fds Midcp 400 Val (IVOV) 3.2 $5.6M 33k 168.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $4.4M 43k 102.45
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.0 $3.5M 72k 49.18
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.8 $3.2M 15k 211.24
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.8 $3.2M 15k 213.30
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.7 $3.0M 20k 145.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $2.6M 52k 49.45
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.5M 5.2k 476.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $2.4M 81k 29.62
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $2.2M 7.9k 283.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.2 $2.1M 7.4k 281.66
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $2.0M 13k 150.10
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $1.9M 47k 40.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.1 $1.8M 7.2k 254.62
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.8M 17k 107.24
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $1.7M 5.7k 301.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.7M 43k 38.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $1.6M 21k 73.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.5M 8.1k 178.86
Abbott Laboratories (ABT) 0.7 $1.2M 8.2k 140.70
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $892k 4.7k 191.54
Vanguard Index Fds Value Etf (VTV) 0.4 $736k 5.0k 147.32
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $705k 19k 37.37
Procter & Gamble Company (PG) 0.3 $584k 3.6k 163.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $580k 11k 50.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $578k 1.5k 397.80
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $564k 3.7k 151.45
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $451k 4.1k 110.54
American Electric Power Company (AEP) 0.2 $373k 4.2k 88.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $372k 7.3k 51.01
Vanguard Index Fds Small Cp Etf (VB) 0.2 $366k 1.6k 225.65
Abiomed 0.2 $359k 1.0k 359.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $331k 3.9k 85.31
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $301k 2.6k 114.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $301k 3.7k 80.65
Spdr Ser Tr Bloomberg Short (BWZ) 0.2 $298k 9.8k 30.42
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $272k 4.9k 55.54
Travelers Companies (TRV) 0.1 $250k 1.6k 156.25
International Business Machines (IBM) 0.1 $249k 1.9k 133.80
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $248k 2.4k 104.64
Linde SHS 0.1 $243k 700.00 347.14
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $223k 7.6k 29.31
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $220k 10k 21.21
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $217k 3.9k 56.14
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $215k 1.9k 110.82
Moody's Corporation (MCO) 0.1 $212k 544.00 389.71
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $208k 1.5k 138.67
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $201k 6.2k 32.46