Relaxing Retirement Coach

Relaxing Retirement Coach as of Dec. 31, 2022

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 66 positions in its portfolio as reported in the December 2022 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 $51M 1.2M 41.61
Dimensional Etf Trust Intl Core Equity (DFIC) 16.1 $43M 1.9M 22.35
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.2 $25M 487k 51.15
Dimensional Etf Trust Emerging Mkts Co (DFEM) 7.4 $20M 894k 22.46
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.4 $17M 415k 41.52
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $14M 309k 43.95
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.0 $11M 228k 47.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $7.5M 166k 45.15
Dimensional Etf Trust Us Real Estate E (DFAR) 2.6 $7.1M 336k 21.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $6.7M 102k 65.61
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.1 $5.8M 231k 25.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $4.8M 87k 55.56
Vanguard Admiral Fds Midcp 400 Val (IVOV) 1.7 $4.5M 30k 153.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $3.4M 84k 40.51
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $2.7M 89k 30.40
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $2.6M 77k 33.48
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.9 $2.5M 15k 169.32
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.9 $2.4M 20k 121.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.3M 9.5k 241.90
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $2.1M 87k 24.53
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.8 $2.1M 14k 155.71
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.0M 5.3k 384.15
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.7 $1.8M 78k 22.61
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.7M 13k 135.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $1.7M 77k 21.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.5M 63k 23.67
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.4M 6.9k 200.54
Abbvie (ABBV) 0.5 $1.3M 8.2k 161.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.3M 33k 38.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $1.3M 19k 66.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.3M 39k 32.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $1.2M 6.6k 179.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.2M 7.4k 158.78
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.1M 36k 31.47
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $1.1M 5.1k 210.94
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $966k 45k 21.51
Abbott Laboratories (ABT) 0.3 $901k 8.2k 109.79
Procter & Gamble Company (PG) 0.3 $853k 5.6k 151.56
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $762k 4.7k 163.57
Merck & Co (MRK) 0.2 $636k 5.7k 110.95
Vanguard Index Fds Value Etf (VTV) 0.2 $636k 4.5k 140.36
Cigna Corp (CI) 0.2 $549k 1.7k 331.34
Cambridge Ban (CATC) 0.2 $540k 6.5k 83.06
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $522k 3.7k 140.05
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $499k 23k 22.21
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $483k 15k 31.26
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $483k 10k 46.98
American Electric Power Company (AEP) 0.1 $398k 4.2k 94.94
Eli Lilly & Co. (LLY) 0.1 $398k 1.1k 365.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $387k 1.5k 266.28
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $309k 6.4k 48.24
Moody's Corporation (MCO) 0.1 $303k 1.1k 278.62
Travelers Companies (TRV) 0.1 $300k 1.6k 187.49
Vanguard Index Fds Small Cp Etf (VB) 0.1 $298k 1.6k 183.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $282k 3.7k 75.54
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $280k 2.7k 104.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $265k 3.9k 68.30
International Business Machines (IBM) 0.1 $262k 1.9k 140.89
Chevron Corporation (CVX) 0.1 $232k 1.3k 179.49
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $230k 4.9k 46.72
Linde SHS 0.1 $228k 700.00 326.18
Exxon Mobil Corporation (XOM) 0.1 $223k 2.0k 110.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $220k 5.2k 41.97
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $216k 2.4k 91.31
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $208k 11k 19.85
PIMCO Strategic Global Government Fund (RCS) 0.0 $54k 11k 4.94