$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $1,609,000 | +4.8% | 23,527 | 0.0% | 1.37% | -22.1% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,491,000 | +11.7% | 5,682 | 0.0% | 1.27% | -16.9% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $848,000 | +3.2% | 4,657 | 0.0% | 0.72% | -23.2% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $515,000 | +11.0% | 1,453 | 0.0% | 0.44% | -17.4% | |
| EFG | ISHARES TReafe grwth etf | $476,000 | +6.7% | 4,441 | 0.0% | 0.40% | -20.4% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $365,000 | +5.2% | 1,622 | 0.0% | 0.31% | -21.7% | |
| IJK | ISHARES TRs&p mc 400gr etf | $314,000 | +3.3% | 3,880 | 0.0% | 0.27% | -23.1% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $282,000 | +3.7% | 3,732 | 0.0% | 0.24% | -22.8% | |
| IJS | ISHARES TRsp smcp600vl etf | $250,000 | +4.6% | 2,370 | 0.0% | 0.21% | -22.0% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $230,000 | +4.5% | 7,608 | 0.0% | 0.20% | -21.9% |
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.