Relaxing Retirement Coach Portfolio Holdings

Relaxing Retirement Coach

  • $320 Million
  • Q2 2023

Relaxing Retirement Coach has filed its 13F form on July 26, 2023 for Q2 2023 where it was disclosed a total value porftolio of $320 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $64.2M, Dimensional ETF Tr Dimensional with a value of $53.7M, Dimensional ETF Tr U S Small C with a value of $29.3M, Dimensional ETF Tr Emerging Mk with a value of $24.6M, and Dimensional ETF Tr Core Fxd In with a value of $22.9M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $291M to 320M.

Below you can find more details about Relaxing Retirement Coach portfolio as well as his latest detailed transactions.

Portfolio value $320 Million
ETFs: $314 Million
Healthcare: $3.92 Million
Financial Services: $1.02 Million
Consumer Defensive: $856,000
Energy: $430,000
Technology: $249,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.2 Million 20.05% of portfolio
1,332,675
Q2 2023 Added 3.62%
$0
$53.7 Million 16.77% of portfolio
2,211,197
Q2 2023 Added 7.1%
$0
$29.3 Million 9.14% of portfolio
534,148
Q2 2023 Added 4.57%
$0
$24.6 Million 7.68% of portfolio
1,022,219
Q2 2023 Added 7.36%
$0
$22.9 Million 7.17% of portfolio
549,901
Q2 2023 Added 17.74%
$0
$17.1 Million 5.35% of portfolio
369,090
Q2 2023 Added 12.28%
$0
$10.6 Million 3.32% of portfolio
222,984
Q2 2023 Reduced 0.81%
$0
$10.1 Million 3.16% of portfolio
469,441
Q2 2023 Added 23.03%
$0
$8.54 Million 2.67% of portfolio
163,157
Q2 2023 Reduced 0.77%
$0
$7.15 Million 2.23% of portfolio
100,713
Q2 2023 Reduced 0.43%
$0
$6.35 Million 1.98% of portfolio
84,747
Q2 2023 Reduced 1.49%
$0
$4.78 Million 1.49% of portfolio
58,014
Q2 2023 Reduced 1.52%
$0
$3.99 Million 1.25% of portfolio
121,488
Q2 2023 Added 10.25%
$0
$3.65 Million 1.14% of portfolio
83,439
Q2 2023 Added 0.07%
$0
$3.19 Million 1.0% of portfolio
92,346
Q2 2023 Added 40.51%
$0
$3.04 Million 0.95% of portfolio
124,616
Q2 2023 Added 2.39%
$0
$2.41 Million 0.75% of portfolio
9,206
Q2 2023 Reduced 2.99%
$0
$2.34 Million 0.73% of portfolio
5,241
Q2 2023 Added 0.04%
$0
$2.35 Million 0.73% of portfolio
13,305
Q2 2023 Reduced 0.95%
$0
$2.31 Million 0.72% of portfolio
18,679
Q2 2023 Reduced 1.51%
$0
$1.75 Million 0.55% of portfolio
64,026
Q2 2023 Reduced 58.78%
$0
$1.57 Million 0.49% of portfolio
6,844
Q2 2023 Added 0.06%
$0
$1.5 Million 0.47% of portfolio
10,847
Q2 2023 Reduced 1.8%
$0
$1.51 Million 0.47% of portfolio
63,734
Q2 2023 Added 15.1%
$0
$1.47 Million 0.46% of portfolio
59,755
Q2 2023 Added 0.19%
$0
$1.47 Million 0.46% of portfolio
43,670
Q2 2023 Added 22.4%
$0
$1.3 Million 0.41% of portfolio
5,132
Q3 2022 Reduced 9.68%
$0
$1.28 Million 0.4% of portfolio
19,036
Q2 2023 Reduced 1.0%
$0
$1.26 Million 0.39% of portfolio
6,102
Q2 2023 Reduced 6.48%
$0
$1.25 Million 0.39% of portfolio
35,160
Q2 2023 Reduced 1.24%
$0
$1.21 Million 0.38% of portfolio
7,305
Q2 2023 Reduced 0.42%
$0
$1.21 Million 0.38% of portfolio
29,698
Q2 2023 Reduced 7.66%
$0
$1.17 Million 0.36% of portfolio
51,150
Q2 2023 Added 6.42%
$310B
$1.11 Million 0.35% of portfolio
8,230
Q2 2023 Added 0.34%
$0
$991,000 0.31% of portfolio
4,503
Q2 2023 Added 237.56%
$198B
$895,000 0.28% of portfolio
8,211
Q2 2023 Added 0.11%
$404B
$856,000 0.27% of portfolio
5,646
Q2 2023 Added 0.27%
$0
$824,000 0.26% of portfolio
9,314
Q1 2023 Added 100.0%
$0
$836,000 0.26% of portfolio
35,661
Q2 2023 Reduced 24.76%
$0
$659,000 0.21% of portfolio
4,644
Q2 2023 Added 2.43%
$253B
$667,000 0.21% of portfolio
5,788
Q2 2023 Added 0.91%
$740B
$583,000 0.18% of portfolio
1,245
Q2 2023 Added 14.43%
$0
$579,000 0.18% of portfolio
3,724
Q4 2021 Added 0.38%
$0
$536,000 0.17% of portfolio
1,453
Q4 2021 New
$0
$492,000 0.15% of portfolio
14,843
Q2 2023 Reduced 1.19%
$0
$481,000 0.15% of portfolio
10,420
Q2 2023 Added 98.97%
$81B
$464,000 0.14% of portfolio
1,656
Q4 2022 New
$0
$461,000 0.14% of portfolio
8,569
Q2 2023 New
$0
$457,000 0.14% of portfolio
6,296
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $320 Million
  • Prior Value $291 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 26, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Relaxing Retirement Coach Portfolio

Follow Relaxing Retirement Coach and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Relaxing Retirement Coach, based on Form 13F filings with the SEC.

News

Stay updated on Relaxing Retirement Coach with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email