Relaxing Retirement Coach
13F Portfolio Filings
- Most recent 13FQ2 2023
- Locationwellesley, MA
- CIK0001728449
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
76 | $332.27 M | DFUS, DFIC, DFAS, DFEM | 13F-HR | Jul 27, 2023 | 000108514623002933 | ||
67 | $300.19 M | DFUS, DFIC, DFAS, DFEM | 13F-HR | Apr 27, 2023 | 000108514623001910 | ||
66 | $270.00 M | DFUS, DFIC, DFAS, DFEM | 13F-HR | Jan 31, 2023 | 000108514623000463 | ||
53 | $211.65 M | DFUS, DFIC, DFAS, DFCF | 13F-HR | Oct 18, 2022 | 000108514622003454 | ||
57 | $198.28 M | DFUS, DFAS, DFAI, DFIC | 13F-HR | Jul 13, 2022 | 000108514622002383 | ||
55 | $194.91 M | DFUS, DFAI, DFAS, DFAE | 13F-HR | May 6, 2022 | 000108514622001764 | ||
57 | $173.93 M | DFUS, DFAS, DFAI, SCHX | RESTATEMENT | May 6, 2022 | 000108514622001763 | ||
46 | $121.98 M | DFUS, SCHX, DFAS, SCHM | 13F-HR | Oct 22, 2021 | 000108514621002878 | ||
47 | $117.60 M | DFUS, SCHX, SCHM, DFAS | 13F-HR | Jul 15, 2021 | 000108514621001990 | ||
43 | $87.54 M | SCHX, SCHM, KRE, SCHG | 13F-HR | Apr 23, 2021 | 000108514621001302 | ||
44 | $91.55 M | SCHX, SCHM, SCHG, KRE | 13F-HR | Jan 22, 2021 | 000108514621000238 | ||
55 | $229.18 M | SCHX, SCHM, IJH, IVV | 13F-HR | Nov 2, 2020 | 000108514620002714 | ||
43 | $142.18 M | SCHX, IJH, IVV, SCHM | 13F-HR | Jul 13, 2020 | 000108514620001765 | ||
48 | $162.37 M | SCHX, IJH, SCHO, BWZ | 13F-HR | Apr 10, 2020 | 000108514620001080 | ||
52 | $341.81 M | IJH, SCHX, IVV, IBND | 13F-HR | Jan 24, 2020 | 000108514620000283 | ||
50 | $323.59 M | IJH, SCHX, IVV, IBND | 13F-HR | Nov 8, 2019 | 000108514619002796 | ||
51 | $327.35 M | IJH, SCHX, IVV, IBND | 13F-HR | Aug 5, 2019 | 000108514619002056 | ||
51 | $320.87 M | IJH, SCHX, IVV, BWZ | 13F-HR | Apr 22, 2019 | 000108514619001230 | ||
51 | $295.21 M | IJH, SCHX, SCHO, BWZ | 13F-HR | Feb 1, 2019 | 000108514619000288 | ||
53 | $333.61 M | IJH, SCHX, IVV, SCHC | 13F-HR | Nov 13, 2018 | 000108514618002569 | ||
48 | $324.01 M | IJH, SCHX, SCHC, IVV | 13F-HR | Aug 7, 2018 | 000108514618001860 | ||
55 | $316.58 M | SCHC, IJH, SCHX, BWZ | 13F-HR | May 11, 2018 | 000108514618001358 | ||
53 | $307.52 M | SCHX, KRE, BWZ, EFV | 13F-HR | Feb 9, 2018 | 000108514618000448 |