$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $510,000 | +4.1% | 10,387 | 0.0% | 0.58% | +9.0% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $506,000 | +10.5% | 3,699 | 0.0% | 0.58% | +15.6% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $464,000 | +1.8% | 1,453 | 0.0% | 0.53% | +6.4% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $347,000 | +9.8% | 1,622 | 0.0% | 0.40% | +14.8% | |
| IJK | ISHARES TRs&p mc 400gr etf | $304,000 | +8.6% | 3,880 | 0.0% | 0.35% | +13.4% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $272,000 | +13.8% | 3,732 | 0.0% | 0.31% | +19.2% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $220,000 | +4.8% | 7,608 | 0.0% | 0.25% | +9.6% |
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.