Relaxing Retirement Coach

Relaxing Retirement Coach as of June 30, 2023

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 76 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 19.3 $64M 1.3M 48.16
Dimensional Etf Trust Intl Core Equity (DFIC) 16.2 $54M 2.2M 24.27
Dimensional Etf Trust Us Small Cap Etf (DFAS) 8.8 $29M 534k 54.80
Dimensional Etf Trust Emerging Mkts Co (DFEM) 7.4 $25M 1.0M 24.05
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.9 $23M 550k 41.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.2 $17M 369k 46.39
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.4 $11M 443k 25.40
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.2 $11M 223k 47.63
Dimensional Etf Trust Us Real Estate E (DFAR) 3.0 $10M 469k 21.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $8.5M 163k 52.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $7.2M 101k 71.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $6.4M 85k 74.95
Vanguard Admiral Fds Midcp 400 Val (IVOV) 1.4 $4.8M 58k 82.32
Dimensional Etf Trust Internatnal Val (DFIV) 1.2 $4.0M 122k 32.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $3.7M 83k 43.80
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $3.2M 92k 34.50
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.9 $3.0M 125k 24.37
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.7 $2.5M 27k 93.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $2.4M 9.2k 261.46
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.7 $2.3M 13k 176.46
Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.3M 5.2k 445.73
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.7 $2.3M 19k 123.65
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.7M 64k 27.32
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.6M 6.8k 229.74
Dimensional Etf Trust Intl Small Cap V (DISV) 0.5 $1.5M 64k 23.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.5M 11k 138.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.5M 44k 33.77
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.5M 60k 24.63
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $1.3M 5.1k 254.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.3M 19k 67.09
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $1.3M 6.1k 205.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.3M 35k 35.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.2M 7.3k 165.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.2M 30k 40.68
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $1.2M 51k 22.82
Abbvie (ABBV) 0.3 $1.1M 8.2k 134.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $992k 4.5k 220.30
Abbott Laboratories (ABT) 0.3 $895k 8.2k 109.02
Procter & Gamble Company (PG) 0.3 $857k 5.6k 151.74
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $837k 36k 23.46
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $825k 9.3k 88.56
Merck & Co (MRK) 0.2 $668k 5.8k 115.39
Vanguard Index Fds Value Etf (VTV) 0.2 $660k 4.6k 142.12
Eli Lilly & Co. (LLY) 0.2 $584k 1.2k 468.98
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $580k 3.7k 155.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $537k 1.5k 369.42
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $493k 15k 33.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $481k 10k 46.18
Cigna Corp (CI) 0.1 $465k 1.7k 280.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $461k 8.6k 53.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $458k 6.3k 72.69
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $452k 9.6k 47.05
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $393k 14k 28.70
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $386k 3.9k 99.65
Moody's Corporation (MCO) 0.1 $378k 1.1k 347.72
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $359k 14k 25.70
Cambridge Ban (CATC) 0.1 $358k 6.6k 54.31
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $348k 9.9k 35.11
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $329k 5.7k 57.56
Vanguard Index Fds Small Cp Etf (VB) 0.1 $323k 1.6k 198.89
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $291k 3.9k 75.00
Travelers Companies (TRV) 0.1 $280k 1.6k 173.66
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $279k 2.7k 104.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $271k 3.7k 72.62
Linde SHS (LIN) 0.1 $270k 709.00 381.08
International Business Machines (IBM) 0.1 $249k 1.9k 133.81
Exxon Mobil Corporation (XOM) 0.1 $227k 2.1k 107.25
Dimensional Etf Trust International (DFSI) 0.1 $226k 7.4k 30.45
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $225k 2.4k 95.09
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $216k 4.3k 50.44
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $211k 4.5k 46.35
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $208k 1.9k 107.13
Ishares Tr Global Reit Etf (REET) 0.1 $206k 9.0k 22.97
Chevron Corporation (CVX) 0.1 $205k 1.3k 157.35
Biogen Idec (BIIB) 0.1 $205k 718.00 284.85
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $194k 11k 18.40