Relaxing Retirement Coach Reduced Holdings in Q2 2023

Relaxing Retirement Coach

  • $320 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-91.3K
- 58.78%
$26.46 - $28.05 $2.42M - $2.56M
64K $1.75M
DFAE
Dimensional ETF Tr

ETFs
-11.7K
- 24.76%
$22.38 - $24.3 $263K - $285K
35.7K $836K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.82K
- 0.81%
$47.15 - $48.62 $85.6K - $88.3K
223K $10.6M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-2.76K
- 9.42%
$85.73 - $93.5 $237K - $258K
26.6K $2.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.46K
- 7.66%
$39.05 - $42.09 $96.1K - $104K
29.7K $1.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
-423
- 6.48%
$186.22 - $205.77 $78.8K - $87K
6.1K $1.26M
FNDC
Schwab Fundamental Intl Small

ETFs
-179
- 1.19%
$32.33 - $34.2 $5.79K - $6.12K
14.8K $492K
FNDA
Schwab Fundamental U S Small C

ETFs
-251
- 5.53%
$46.06 - $50.45 $11.6K - $12.7K
4.29K $216K
DFSU
Dimensional ETF Tr Dimen Us Su
-296
- 2.11%
N/A
13.7K $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-441
- 1.24%
$34.48 - $36.54 $15.2K - $16.1K
35.2K $1.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
-199
- 1.8%
$127.92 - $138.38 $25.5K - $27.5K
10.8K $1.5M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-287
- 1.51%
$113.2 - $125.57 $32.5K - $36K
18.7K $2.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-284
- 2.99%
$240.22 - $261.48 $68.2K - $74.3K
9.21K $2.41M
VBR
Vanguard Small Cap Value ETF

ETFs
-31
- 0.42%
$150.74 - $165.4 $4.67K - $5.13K
7.31K $1.21M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-127
- 0.95%
$159.75 - $176.62 $20.3K - $22.4K
13.3K $2.35M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-894
- 1.52%
$74.86 - $82.32 $66.9K - $73.6K
58K $4.78M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-437
- 0.43%
$65.29 - $71.03 $28.5K - $31K
101K $7.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.27K
- 0.77%
$47.67 - $52.37 $60.6K - $66.6K
163K $8.54M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.28K
- 1.49%
$63.6 - $74.95 $81.6K - $96.2K
84.7K $6.35M
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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