Relaxing Retirement Coach Closed Holding Positions

Relaxing Retirement Coach

  • $320 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2022 Filed on Jul 13, 2022
7,608
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on May 06, 2022
1,500
$119.16 - $140.17 $179K - $210K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on May 06, 2022
4,080
$87.3 - $110.53 $356K - $451K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2022 Filed on May 06, 2022
6,193
N/A
IBND
Spdr Bloomberg International C

ETFs
Q4 2021 Filed on Jan 31, 2022
16,996
$34.08 - $35.54 $579K - $604K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2021 Filed on Jan 31, 2022
11,154
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2021 Filed on Oct 22, 2021
3,299
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2021 Filed on Apr 23, 2021
12,547
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2021 Filed on Apr 23, 2021
13,606
N/A
EFV
Msci Eafe Value ETF

ETFs
Q1 2021 Filed on Apr 23, 2021
14,704
$46.93 - $51.65 $690K - $759K
BWX
Spdr Bloomberg International T

ETFs
Q4 2020 Filed on Jan 22, 2021
9,100
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2020 Filed on Jan 22, 2021
6,236
N/A
MSFT
Microsoft Corp

Technology
Q2 2020 Filed on Jul 13, 2020
1,370
$152.11 - $203.51 $208K - $279K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 13, 2020
59,037
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2020 Filed on Jul 13, 2020
5,068
N/A
VUG
Vanguard Growth ETF

ETFs
Q1 2019 Filed on Apr 22, 2019
1,759
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
3,790
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
2,370
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 07, 2018
2,493
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2018 Filed on Aug 07, 2018
8,416
N/A
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2018 Filed on May 11, 2018
2,203
$236.79 - $263.36 $522K - $580K
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