$87.5 Million is the total value of Relaxing Retirement Coach's 43 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $6,020,000 | +17.1% | 121,460 | +17.6% | 6.88% | +22.4% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $4,601,000 | – | 46,167 | +100.0% | 5.26% | – |
| SUB | Buy | ISHARES TRshrt nat mun etf | $4,207,000 | +5.9% | 39,015 | +6.1% | 4.81% | +10.7% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $3,003,000 | +23.9% | 21,479 | +2.4% | 3.43% | +29.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,760,000 | +4.9% | 53,033 | +1.1% | 3.15% | +9.7% |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $822,000 | +23.1% | 4,657 | +8.5% | 0.94% | +28.6% |
| IJS | New | ISHARES TRsp smcp600vl etf | $239,000 | – | 2,370 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-23
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.