Relaxing Retirement Coach Portfolio Holdings - 13F Filings | 13F Fund Database
Relaxing Retirement Coach 13F Holdings
CIK 0001728449 · WELLESLEY, MA
As of Jun 30, 2023, Relaxing Retirement Coach reported
76 positions worth $332.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 1,332,675 | $64.2M | 19.32% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 2,211,197 | $53.7M | 16.15% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 534,148 | $29.3M | 8.81% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 1,022,219 | $24.6M | 7.40% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 549,901 | $22.9M | 6.91% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 369,090 |
|
7.1M5.15% |
| DIMENSIONAL ETF TRUST | DFLV | — | 443,282 |
1.3M | 3.39% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 222,984 |
0.6M | 3.20% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 469,441 |
0.1M | 3.04% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 163,157 | $8.5M | 2.57% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 100,713 | $7.2M | 2.15% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 84,747 | $6.4M | 1.91% |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND | IVOV | — | 58,014 | $4.8M | 1.44% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 121,488 | $4.0M | 1.20% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 83,439 | $3.7M | 1.10% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 92,346 | $3.2M | 0.96% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 124,616 | $3.0M | 0.91% |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND | IVOG | — | 26,571 | $2.5M | 0.75% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 9,206 | $2.4M | 0.72% |
| VANGUARD SCOTTSDALE FDS | — | — | 13,305 | $2.3M | 0.71% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,241 | $2.3M | 0.70% |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | VTWV | — | 18,679 | $2.3M | 0.70% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 64,026 |
.7M | 0.53% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 6,844 |
.6M | 0.47% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 63,734 |
.5M | 0.45% |