Relaxing Retirement Coach

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Wellesley, MA
CIK
0001728449
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 76 332,272 DFUS, DFIC, DIMENSIONAL ETF TRUST, DFAS 13F-HR 7/26/2023 000108514623002933
Q1 2023 67 300,189 DFUS, DFIC, DIMENSIONAL ETF TRUST, DFAS 13F-HR 4/26/2023 000108514623001910
Q4 2022 66 269,996 DFUS, DFIC, DIMENSIONAL ETF TRUST, DFAS 13F-HR 1/30/2023 000108514623000463
Q3 2022 53 211,650 DFUS, DIMENSIONAL ETF TRUST, DFIC, DFAS 13F-HR 10/18/2022 000108514622003454
Q2 2022 57 198,276 DFUS, DFAS, DFAI, DIMENSIONAL ETF TRUST 13F-HR 7/13/2022 000108514622002383
Q1 2022 55 194,912 DFUS, DFAI, DFAS, DFAE 13F-HR 5/5/2022 000108514622001764
Q4 2021 57 173,925 DFUS, DFAS, DFAI, SCHX RESTATEMENT 5/5/2022 000108514622001763
Q3 2021 46 121,985 DFUS, SCHX, DFAS, SCHM 13F-HR 10/22/2021 000108514621002878
Q2 2021 47 117,596 DFUS, SCHX, SCHM, DFAS 13F-HR 7/15/2021 000108514621001990
Q1 2021 43 87,543 SCHX, SCHM, SHM, SCHG 13F-HR 4/23/2021 000108514621001302
Q4 2020 44 91,550 SCHX, SCHM, SCHG, SHM 13F-HR 1/22/2021 000108514621000238
Q3 2020 55 229,179 SCHX, SCHM, IJH, IVV 13F-HR 11/2/2020 000108514620002714
Q2 2020 43 142,182 SCHX, IJH, IVV, SCHM 13F-HR 7/13/2020 000108514620001765
Q1 2020 48 162,369 SCHX, IJH, SCHO, BWZ 13F-HR 4/10/2020 000108514620001080
Q4 2019 52 341,813 IJH, SCHX, IVV, IBND 13F-HR 1/24/2020 000108514620000283
Q3 2019 50 323,586 IJH, SCHX, IVV, IBND 13F-HR 11/8/2019 000108514619002796
Q2 2019 51 327,346 IJH, SCHX, IVV, IBND 13F-HR 8/5/2019 000108514619002056
Q1 2019 51 320,865 IJH, SCHX, IVV, BWZ 13F-HR 4/22/2019 000108514619001230
Q4 2018 51 295,209 IJH, SCHX, SCHO, BWZ 13F-HR 2/1/2019 000108514619000288
Q3 2018 53 333,606 IJH, SCHX, IVV, SCHC 13F-HR 11/13/2018 000108514618002569
Q2 2018 48 324,015 IJH, SCHX, SCHC, IVV 13F-HR 8/7/2018 000108514618001860
Q1 2018 55 316,580 SCHC, IJH, SCHX, BWZ 13F-HR 5/11/2018 000108514618001358
Q4 2017 53 307,522 SCHX, FLRN, BWZ, EFV 13F-HR 2/9/2018 000108514618000448
Additional filings from Relaxing Retirement Coach that have since been restated