$118 Million is the total value of Relaxing Retirement Coach's 47 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $11,981,000 | – | 254,253 | +100.0% | 10.19% | – |
DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $8,326,000 | – | 142,571 | +100.0% | 7.08% | – |
DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $7,227,000 | – | 161,310 | +100.0% | 6.15% | – |
IJJ | New | ISHARES TRs&p mc 400vl etf | $204,000 | – | 1,940 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-15
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.