Relaxing Retirement Coach

Relaxing Retirement Coach as of Sept. 30, 2020

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 55 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.8 $20M 249k 80.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.5 $13M 227k 55.49
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $12M 63k 185.26
Ishares Tr Core S&p500 Etf (IVV) 4.7 $11M 32k 335.93
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 4.5 $10M 208k 49.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.5 $10M 89k 115.17
Ishares Tr Shrt Nat Mun Etf (SUB) 3.4 $7.8M 72k 108.11
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.4 $7.7M 150k 51.48
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 3.4 $7.7M 236k 32.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $7.6M 243k 31.39
Vanguard Admiral Fds Midcp 400 Val (IVOV) 3.2 $7.3M 70k 104.80
Spdr Ser Tr Blombrg Brc Intl (IBND) 3.2 $7.3M 205k 35.65
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $7.3M 273k 26.75
Spdr Ser Tr Blomberg Brc Int (BWZ) 3.2 $7.3M 232k 31.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $6.2M 90k 68.28
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 2.4 $5.5M 34k 161.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $4.9M 45k 110.46
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 2.1 $4.9M 33k 148.84
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $4.7M 68k 70.18
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 2.0 $4.6M 153k 29.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $4.5M 105k 43.25
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.9 $4.4M 75k 58.73
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.9 $4.3M 174k 24.58
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.8 $4.0M 91k 44.27
Spdr Ser Tr Blomberg Brc Inv (FLRN) 1.7 $3.8M 126k 30.54
Vanguard Index Fds Value Etf (VTV) 1.7 $3.8M 37k 104.65
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.6 $3.7M 42k 87.15
Ishares Tr Eafe Value Etf (EFV) 1.6 $3.6M 89k 40.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.5 $3.5M 16k 215.07
Schwab Strategic Tr Us Reit Etf (SCHH) 1.4 $3.2M 92k 35.29
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $3.0M 29k 101.51
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.1 $2.5M 77k 33.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.1 $2.5M 48k 52.09
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.1 $2.5M 12k 208.58
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.9 $2.2M 91k 23.76
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.4M 7.7k 180.26
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $1.1M 8.7k 125.26
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $940k 10k 90.00
Abbott Laboratories (ABT) 0.4 $893k 8.2k 108.88
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $856k 21k 41.01
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.4 $822k 7.6k 108.70
Vanguard Index Fds Small Cp Etf (VB) 0.3 $684k 4.4k 154.12
Procter & Gamble Company (PG) 0.2 $496k 3.6k 138.86
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $466k 1.9k 240.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $412k 7.5k 55.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $404k 1.5k 278.05
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $390k 16k 24.05
American Electric Power Company (AEP) 0.1 $314k 3.8k 81.69
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $290k 2.4k 122.36
Abiomed 0.1 $277k 1.0k 277.00
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.1 $270k 9.1k 29.67
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $264k 1.5k 176.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $262k 1.9k 135.05
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $242k 6.2k 38.81
International Business Machines (IBM) 0.1 $227k 1.9k 121.98