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%
$344B
$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%
$197B
$895,000 0.28% of portfolio
8,211
Q2 2023 Added 0.11%
$411B
$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%
$288B
$667,000 0.21% of portfolio
5,788
Q2 2023 Added 0.91%
$834B
$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%
$106B
$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
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