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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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