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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$292B
$1.11 Million 0.35% of portfolio
8,230
Q2 2023 Added 0.34%
$203B
$895,000 0.28% of portfolio
8,211
Q2 2023 Added 0.11%
$402B
$856,000 0.27% of portfolio
5,646
Q2 2023 Added 0.27%
$244B
$667,000 0.21% of portfolio
5,788
Q2 2023 Added 0.91%
$709B
$583,000 0.18% of portfolio
1,245
Q2 2023 Added 14.43%
$98.1B
$464,000 0.14% of portfolio
1,656
Q4 2022 New
$86.7B
$378,000 0.12% of portfolio
1,088
Q3 2022 New
$0
$358,000 0.11% of portfolio
6,600
Q2 2023 Added 1.54%
$61.1B
$279,000 0.09% of portfolio
1,612
Q2 2023 Added 0.75%
$184B
$249,000 0.08% of portfolio
1,861
Q4 2021 New
$497B
$226,000 0.07% of portfolio
2,114
Q2 2023 Added 4.6%
$23B
$204,000 0.06% of portfolio
718
Q2 2023 New
$316B
$204,000 0.06% of portfolio
1,301
Q2 2023 Added 0.7%
-
$0 0.0% of portfolio
-
Q1 2023 New
-
$0 0.0% of portfolio
-
Q2 2023 Reduced 2.11%

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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