Relaxing Retirement Coach Incresed Positions in Q2 2023

Relaxing Retirement Coach

  • $320 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
46.6K
+ 3.62%
$43.77 - $48.16 $2.04M - $2.24M
1.33M $64.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
147K
+ 7.1%
$23.45 - $24.88 $3.44M - $3.65M
2.21M $53.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
82.9K
+ 17.74%
$41.55 - $42.94 $3.44M - $3.56M
550K $22.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
40.4K
+ 12.28%
$41.44 - $46.39 $1.67M - $1.87M
369K $17.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
23.3K
+ 4.57%
$49.85 - $54.8 $1.16M - $1.28M
534K $29.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
70.1K
+ 7.36%
$23.0 - $24.82 $1.61M - $1.74M
1.02M $24.6M
DFAR
Dimensional ETF Tr Dimensional

ETFs
87.9K
+ 23.03%
$20.22 - $21.63 $1.78M - $1.9M
469K $10.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26.6K
+ 40.51%
$32.32 - $34.5 $860K - $918K
92.3K $3.19M
VTI
Vanguard Total Stock Market Et

ETFs
3.17K
+ 237.56%
$200.75 - $220.28 $636K - $698K
4.5K $991K
DFIV
Dimensional ETF Tr

ETFs
11.3K
+ 10.25%
$31.45 - $33.77 $355K - $381K
121K $3.99M
VEA
Vanguard Ftse Developed Market

ETFs
5.18K
+ 98.97%
$44.63 - $47.33 $231K - $245K
10.4K $481K
LLY
Eli Lilly & CO

Healthcare
157
+ 14.43%
$350.74 - $468.98 $55.1K - $73.6K
1.25K $583K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.91K
+ 2.39%
$23.36 - $25.06 $68K - $72.9K
125K $3.04M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.36K
+ 15.1%
$23.01 - $24.6 $192K - $206K
63.7K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.04%
$406.17 - $445.71 $812 - $891
5.24K $2.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
59
+ 0.07%
$39.91 - $43.82 $2.35K - $2.59K
83.4K $3.65M
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.06%
$209.12 - $229.74 $836 - $919
6.84K $1.57M
ABT
Abbott Laboratories

Healthcare
9
+ 0.11%
$100.78 - $112.29 $907 - $1.01K
8.21K $895K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.09K
+ 6.42%
$22.26 - $23.55 $68.7K - $72.7K
51.2K $1.17M
MRK
Merck & Co., Inc.

Healthcare
52
+ 0.91%
$108.61 - $118.38 $5.65K - $6.16K
5.79K $667K
VTV
Vanguard Value ETF

ETFs
110
+ 2.43%
$134.74 - $142.42 $14.8K - $15.7K
4.64K $659K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.27%
$142.5 - $156.57 $2.14K - $2.35K
5.65K $856K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
114
+ 0.19%
$23.66 - $25.54 $2.7K - $2.91K
59.8K $1.47M
TRV
Travelers Companies, Inc.

Financial Services
12
+ 0.75%
$168.37 - $183.75 $2.02K - $2.21K
1.61K $279K
XOM
Exxon Mobil Corp

Energy
93
+ 4.6%
$102.18 - $118.34 $9.5K - $11K
2.11K $226K
Linde PLC
9
+ 1.29%
N/A
709 $0
Dimensional ETF Trust
119K
+ 36.64%
N/A
443K $0
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
15
+ 0.16%
$46.54 - $47.72 $698 - $716
9.6K $451K
CVX
Chevron Corp

Energy
9
+ 0.7%
$150.62 - $172.44 $1.36K - $1.55K
1.3K $204K
ICLN
Ishares

ETFs
70
+ 0.67%
$17.78 - $19.91 $1.24K - $1.39K
10.6K $194K
CATC
Cambridge Bancorp

Financial Services
100
+ 1.54%
$46.81 - $65.7 $4.68K - $6.57K
6.6K $358K
ABBV
Abb Vie Inc.

Healthcare
28
+ 0.34%
$132.51 - $164.9 $3.71K - $4.62K
8.23K $1.11M
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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