Relaxing Retirement Coach

Relaxing Retirement Coach as of March 31, 2022

Portfolio Holdings for Relaxing Retirement Coach

Relaxing Retirement Coach holds 55 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Etf (DFUS) 20.0 $39M 795k 49.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 13.2 $26M 915k 28.15
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.6 $19M 333k 56.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.7 $13M 494k 26.24
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.9 $12M 248k 46.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.8 $9.4M 174k 53.85
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 4.7 $9.2M 190k 48.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $8.2M 108k 75.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.4 $6.6M 88k 74.82
Vanguard Admiral Fds Midcp 400 Val (IVOV) 2.7 $5.2M 31k 167.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $4.0M 85k 47.36
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.5 $2.9M 15k 192.35
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.5 $2.8M 20k 141.19
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.4 $2.8M 15k 186.01
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.4M 5.2k 453.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.3M 49k 46.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $2.2M 80k 27.77
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $2.1M 7.8k 268.36
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $2.0M 13k 149.67
Dimensional Etf Trust Intl Core Equity (DFIC) 0.9 $1.7M 70k 24.90
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $1.7M 45k 37.97
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $1.7M 6.9k 248.23
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.8 $1.6M 5.7k 275.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.6M 42k 36.71
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $1.5M 21k 71.39
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.8 $1.5M 32k 47.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $1.5M 6.6k 222.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.4M 8.0k 175.96
Abbott Laboratories (ABT) 0.5 $971k 8.2k 118.39
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.4 $847k 4.7k 181.88
Vanguard Index Fds Value Etf (VTV) 0.4 $739k 5.0k 147.83
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $660k 19k 35.38
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $561k 3.7k 150.64
Procter & Gamble Company (PG) 0.3 $546k 3.6k 152.86
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $544k 11k 49.54
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $529k 5.1k 104.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $527k 1.5k 362.70
American Electric Power Company (AEP) 0.2 $418k 4.2k 99.67
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $350k 7.3k 48.00
Vanguard Index Fds Small Cp Etf (VB) 0.2 $345k 1.6k 212.70
Abiomed 0.2 $331k 1.0k 331.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $300k 3.9k 77.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $294k 3.7k 78.78
Travelers Companies (TRV) 0.1 $292k 1.6k 182.50
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $284k 2.6k 107.90
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $274k 9.4k 29.07
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $262k 4.9k 53.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $243k 2.4k 102.53
International Business Machines (IBM) 0.1 $242k 1.9k 130.04
Linde SHS 0.1 $224k 700.00 320.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $223k 10k 21.48
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $213k 1.9k 109.79
Chevron Corporation (CVX) 0.1 $210k 1.3k 162.54
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $209k 7.6k 27.47
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $206k 3.9k 53.30