Relaxing Retirement Coach

Relaxing Retirement Coach as of March 31, 2023

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 67 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 19.0 $57M 1.3M 44.43
Dimensional Etf Trust Intl Core Equity (DFIC) 16.6 $50M 2.1M 24.06
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.0 $27M 511k 52.70
Dimensional Etf Trust Emerging Mkts Co (DFEM) 7.5 $23M 952k 23.59
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.6 $20M 467k 42.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.9 $15M 329k 44.50
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.6 $11M 225k 48.31
Dimensional Etf Trust Us Real Estate E (DFAR) 2.7 $8.2M 382k 21.49
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.7 $8.0M 324k 24.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $8.0M 164k 48.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $6.9M 101k 67.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $5.6M 86k 65.17
Vanguard Admiral Fds Midcp 400 Val (IVOV) 1.5 $4.6M 59k 78.66
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $4.2M 155k 26.95
Dimensional Etf Trust Internatnal Val (DFIV) 1.2 $3.6M 110k 32.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $3.5M 83k 41.93
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.9 $2.8M 122k 23.38
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.9 $2.6M 29k 88.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.4M 9.5k 250.19
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.8 $2.3M 19k 120.50
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.7 $2.2M 13k 165.05
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.2M 66k 33.48
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.2M 5.2k 411.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.5M 11k 134.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.5M 6.8k 216.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.5M 60k 24.52
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $1.3M 55k 23.80
Abbvie (ABBV) 0.4 $1.3M 8.2k 159.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.3M 32k 40.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $1.3M 6.5k 194.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.3M 19k 65.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.2M 36k 34.80
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.2M 36k 33.71
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $1.2M 5.1k 230.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.2M 7.3k 158.74
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $1.1M 48k 22.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.1M 47k 23.02
Procter & Gamble Company (PG) 0.3 $837k 5.6k 148.69
Abbott Laboratories (ABT) 0.3 $831k 8.2k 101.26
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $789k 9.3k 84.68
Vanguard Index Fds Value Etf (VTV) 0.2 $626k 4.5k 138.12
Merck & Co (MRK) 0.2 $610k 5.7k 106.39
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $546k 3.7k 146.69
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $498k 15k 33.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $466k 1.5k 320.93
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $456k 9.6k 47.55
Cigna Corp (CI) 0.1 $423k 1.7k 255.53
Cambridge Ban (CATC) 0.1 $421k 6.5k 64.81
Eli Lilly & Co. (LLY) 0.1 $374k 1.1k 343.42
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $373k 14k 26.62
Moody's Corporation (MCO) 0.1 $333k 1.1k 306.02
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $330k 9.9k 33.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $308k 1.6k 189.56
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $281k 2.7k 104.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $278k 3.9k 71.51
Travelers Companies (TRV) 0.1 $274k 1.6k 171.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $273k 3.7k 73.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $272k 1.3k 204.18
Linde SHS (LIN) 0.1 $249k 700.00 355.44
International Business Machines (IBM) 0.1 $244k 1.9k 131.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $237k 5.2k 45.17
Dimensional Etf Trust International (DFSI) 0.1 $223k 7.4k 30.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $222k 2.4k 93.59
Exxon Mobil Corporation (XOM) 0.1 $222k 2.0k 109.66
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $221k 4.5k 48.69
Chevron Corporation (CVX) 0.1 $211k 1.3k 163.16
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $207k 11k 19.78