Relaxing Retirement Coach

Relaxing Retirement Coach as of June 30, 2022

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 57 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 20.5 $41M 996k 40.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.6 $19M 395k 48.00
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.7 $17M 712k 24.14
Dimensional Etf Trust Intl Core Equity (DFIC) 7.1 $14M 654k 21.52
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.5 $11M 272k 40.22
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 5.5 $11M 226k 48.07
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.7 $9.3M 401k 23.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.8 $7.5M 169k 44.66
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $6.5M 104k 62.73
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.2 $6.3M 146k 43.62
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.8 $5.6M 238k 23.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $5.1M 88k 57.99
Vanguard Admiral Fds Midcp 400 Val (IVOV) 2.2 $4.4M 31k 144.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $3.3M 85k 38.99
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.2 $2.4M 20k 119.15
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.2 $2.4M 15k 158.04
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.1 $2.1M 14k 150.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $2.0M 49k 41.65
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $2.0M 9.0k 226.26
Dimensional Etf Trust Us Real Estate E (DFAR) 1.0 $2.0M 88k 23.11
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.0M 5.2k 379.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $2.0M 77k 25.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.8M 14k 129.51
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $1.4M 45k 31.22
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $1.4M 6.9k 197.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.3M 42k 31.45
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $1.2M 20k 62.43
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.6 $1.2M 5.7k 217.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.2M 7.8k 149.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.2M 6.6k 175.31
Abbott Laboratories (ABT) 0.4 $891k 8.2k 108.63
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.4 $713k 4.7k 153.10
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $698k 24k 28.89
Vanguard Index Fds Value Etf (VTV) 0.3 $649k 4.9k 131.94
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $527k 17k 30.42
Procter & Gamble Company (PG) 0.3 $514k 3.6k 143.90
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $495k 3.7k 132.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $433k 8.8k 49.17
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $415k 20k 20.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $407k 1.5k 280.11
American Electric Power Company (AEP) 0.2 $402k 4.2k 95.85
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $321k 6.8k 47.20
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.2 $298k 7.3k 40.87
Vanguard Index Fds Small Cp Etf (VB) 0.1 $286k 1.6k 176.33
Travelers Companies (TRV) 0.1 $271k 1.6k 169.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $267k 3.7k 71.54
International Business Machines (IBM) 0.1 $263k 1.9k 141.32
Abiomed 0.1 $248k 1.0k 248.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $247k 3.9k 63.66
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $225k 2.1k 104.80
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $222k 4.9k 45.27
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $212k 7.9k 26.97
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $211k 2.4k 89.03
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $206k 2.2k 92.54
Linde SHS 0.1 $201k 700.00 287.14
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $200k 3.9k 51.72
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $199k 11k 19.02