Relaxing Retirement Coach

Relaxing Retirement Coach as of Sept. 30, 2022

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 53 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 20.6 $44M 1.1M 38.82
Dimensional Etf Trust Intl Core Equity (DFIC) 10.7 $23M 1.2M 19.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.4 $20M 430k 46.51
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.6 $14M 344k 40.93
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 5.4 $11M 243k 46.66
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.3 $11M 289k 38.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $11M 528k 20.43
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.1 $11M 498k 21.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $7.0M 166k 42.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $6.2M 103k 60.53
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.4 $5.0M 251k 20.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $4.9M 88k 55.79
Vanguard Admiral Fds Midcp 400 Val (IVOV) 1.9 $4.1M 30k 138.76
Dimensional Etf Trust Us Real Estate E (DFAR) 1.8 $3.7M 181k 20.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $3.2M 84k 37.82
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.1 $2.3M 15k 157.32
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.1 $2.2M 20k 113.16
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.0 $2.1M 14k 150.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.0M 8.9k 219.27
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.8M 5.1k 358.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $1.7M 75k 22.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.7M 46k 36.42
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.7M 14k 121.86
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.3M 6.9k 194.82
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $1.2M 45k 25.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $1.1M 19k 58.55
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.1M 6.6k 170.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.1M 40k 28.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.1M 7.6k 143.84
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $1.1M 39k 27.71
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $1.1M 5.1k 208.69
Abbott Laboratories (ABT) 0.4 $794k 8.2k 96.81
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $783k 42k 18.46
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $691k 4.7k 148.38
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $627k 31k 20.53
Vanguard Index Fds Value Etf (VTV) 0.3 $600k 4.9k 123.33
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $469k 17k 27.07
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $462k 3.7k 124.06
Procter & Gamble Company (PG) 0.2 $450k 3.6k 125.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $388k 1.5k 267.03
American Electric Power Company (AEP) 0.2 $362k 4.2k 86.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $350k 7.2k 48.28
Vanguard Index Fds Small Cp Etf (VB) 0.1 $278k 1.6k 171.39
Moody's Corporation (MCO) 0.1 $264k 1.1k 242.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $248k 3.7k 66.45
Abiomed 0.1 $246k 1.0k 246.00
Travelers Companies (TRV) 0.1 $245k 1.6k 153.12
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $244k 3.9k 62.89
International Business Machines (IBM) 0.1 $222k 1.9k 119.29
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $208k 4.9k 42.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $204k 5.6k 36.32
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $200k 11k 19.12
PIMCO Strategic Global Government Fund (RCS) 0.0 $52k 11k 4.75