$332 Million is the total value of Relaxing Retirement Coach's 76 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,303,990 | +10.2% | 5,132 | 0.0% | 0.39% | -0.5% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $824,809 | +4.6% | 9,314 | 0.0% | 0.25% | -5.7% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $579,799 | +6.1% | 3,724 | 0.0% | 0.17% | -4.4% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $536,767 | +15.1% | 1,453 | 0.0% | 0.16% | +4.5% | |
| CI | THE CIGNA GROUP | $464,673 | +9.8% | 1,656 | 0.0% | 0.14% | -0.7% | |
| MCO | MOODYS CORP | $378,319 | +13.6% | 1,088 | 0.0% | 0.11% | +2.7% | |
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $348,432 | +5.7% | 9,924 | 0.0% | 0.10% | -4.5% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $322,600 | +4.9% | 1,622 | 0.0% | 0.10% | -4.9% | |
| IJK | ISHARES TRs&p mc 400gr etf | $291,000 | +4.9% | 3,880 | 0.0% | 0.09% | -4.3% | |
| SUB | ISHARES TRshrt nat mun etf | $278,932 | -0.6% | 2,681 | 0.0% | 0.08% | -9.7% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $271,018 | -0.7% | 3,732 | 0.0% | 0.08% | -9.9% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $249,020 | +2.1% | 1,861 | 0.0% | 0.08% | -7.4% | |
| DIMENSIONAL ETF TRUSTinternational | $226,274 | +1.3% | 7,431 | 0.0% | 0.07% | -8.1% | ||
| IJS | ISHARES TRsp smcp600vl etf | $225,363 | +1.6% | 2,370 | 0.0% | 0.07% | -8.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
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.