Relaxing Retirement Coach

Relaxing Retirement Coach as of Dec. 31, 2021

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 48 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) 19.5 $32M 662k 48.46
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 9.3 $15M 527k 29.22
Dimensional Etf Trust Us Small Cap Etf (DFAS) 8.7 $14M 258k 55.55
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.9 $9.7M 350k 27.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.9 $9.6M 211k 45.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.6 $9.3M 87k 106.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.9 $8.1M 109k 74.49
Dimensional Etf Trust National Municip (DFNM) 4.5 $7.4M 147k 50.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $6.4M 44k 147.10
Vanguard Admiral Fds Midcp 400 Val (IVOV) 3.3 $5.4M 33k 162.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $4.0M 43k 93.23
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.8 $3.0M 62k 48.78
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.7 $2.9M 15k 188.60
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.7 $2.8M 20k 137.19
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.7 $2.7M 15k 183.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $2.6M 52k 50.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $2.5M 81k 30.35
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.3M 5.2k 448.84
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $2.1M 7.9k 262.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $1.9M 13k 145.80
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $1.8M 47k 39.48
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.8M 7.4k 243.88
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.7M 16k 106.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.7M 43k 38.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $1.6M 7.2k 220.41
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $1.6M 5.7k 272.97
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $1.5M 21k 70.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.4M 8.1k 171.22
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $829k 4.7k 178.01
Vanguard Index Fds Value Etf (VTV) 0.4 $725k 5.0k 145.12
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $692k 19k 36.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $555k 11k 50.55
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $553k 3.7k 148.50
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $366k 7.3k 50.19
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $339k 3.3k 102.67
Vanguard Index Fds Small Cp Etf (VB) 0.2 $337k 1.6k 207.77
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $295k 3.9k 76.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $294k 3.7k 78.78
Spdr Ser Tr Bloomberg Short (BWZ) 0.2 $287k 9.4k 30.45
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $280k 2.6k 106.46
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $257k 4.9k 52.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $238k 2.4k 100.42
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $222k 7.6k 29.18
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $213k 3.9k 55.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $207k 1.9k 106.70
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $206k 6.2k 33.24
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $205k 6.0k 34.42
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $197k 10k 18.98