$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $4,601,000 | – | 46,167 | +100.0% | 5.26% | – |
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.