$229 Million is the total value of Relaxing Retirement Coach's 55 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | New | ABBOTT LABS | $893,000 | – | 8,202 | +100.0% | 0.39% | – |
| PG | New | PROCTER AND GAMBLE CO | $496,000 | – | 3,572 | +100.0% | 0.22% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $412,000 | – | 7,464 | +100.0% | 0.18% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $390,000 | – | 16,214 | +100.0% | 0.17% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $314,000 | – | 3,844 | +100.0% | 0.14% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $290,000 | – | 2,370 | +100.0% | 0.13% | – |
| ABMD | New | ABIOMED INC | $277,000 | – | 1,000 | +100.0% | 0.12% | – |
| BWX | New | SPDR SER TRblomberg intl tr | $270,000 | – | 9,100 | +100.0% | 0.12% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $264,000 | – | 1,500 | +100.0% | 0.12% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $262,000 | – | 1,940 | +100.0% | 0.11% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $242,000 | – | 6,236 | +100.0% | 0.11% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $227,000 | – | 1,861 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2023 | 9.9% |
| ISHARES TR | 23 | Q2 2023 | 7.5% |
| SCHWAB STRATEGIC TR | 23 | Q2 2023 | 9.5% |
| ISHARES TR | 23 | Q2 2023 | 5.1% |
| SCHWAB STRATEGIC TR | 23 | Q2 2023 | 6.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2023 | 6.3% |
| VANGUARD ADMIRAL FDS INC | 23 | Q2 2023 | 6.1% |
| SCHWAB STRATEGIC TR | 23 | Q2 2023 | 4.0% |
| VANGUARD INDEX FDS | 23 | Q2 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2023 | 4.8% |
View Relaxing Retirement Coach's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-13 |
| 13F-HR/A | 2022-05-06 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-10-22 |
| 13F-HR | 2021-07-15 |
View Relaxing Retirement Coach's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.