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.