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Relaxing Retirement Coach

Portfolio Manager
Relaxing Retirement Coach
Performance
0% (N/A)
AUM (13F)
$332.27M
# of Holdings
76
Performance Rank
N/A
Allocation (Top 20)
N/A

Relaxing Retirement Coach Holdings Map

Top 50 Relaxing Retirement Coach Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUS
DIMENSIONAL ETF TRUST
19.32%1.33M$64.2M
+3.62%(+46.56K)
2022-Q3: 1.13M shares2022-Q4: 1.22M shares2023-Q1: 1.29M shares2023-Q2: 1.33M shares2023-06-30
DFIC
DIMENSIONAL ETF TRUST
16.15%2.21M$53.7M
+7.10%(+146.54K)
2022-Q3: 1.18M shares2022-Q4: 1.94M shares2023-Q1: 2.06M shares2023-Q2: 2.21M shares2023-06-30
DFAS
DIMENSIONAL ETF TRUST
8.81%534.1K$29.3M
+4.57%(+23.35K)
2022-Q3: 429.6K shares2022-Q4: 486.7K shares2023-Q1: 510.8K shares2023-Q2: 534.1K shares2023-06-30
DFEM
DIMENSIONAL ETF TRUST
7.4%1.02M$24.6M
+7.36%(+70.07K)
2022-Q3: 528.3K shares2022-Q4: 893.6K shares2023-Q1: 952.1K shares2023-Q2: 1.02M shares2023-06-30
DFCF
DIMENSIONAL ETF TRUST
6.91%549.9K$22.9M
+17.74%(+82.86K)
2022-Q3: 343.7K shares2022-Q4: 414.6K shares2023-Q1: 467.0K shares2023-Q2: 549.9K shares2023-06-30
DFAT
DIMENSIONAL ETF TRUST
5.15%369.1K$17.1M
+12.28%(+40.36K)
2022-Q3: 288.6K shares2022-Q4: 308.6K shares2023-Q1: 328.7K shares2023-Q2: 369.1K shares2023-06-30
DFLV
DIMENSIONAL ETF TRUST
3.39%443.3K$11.3M
+36.64%(+118.86K)
2022-Q4: 87.2K shares2023-Q1: 324.4K shares2023-Q2: 443.3K shares2023-06-30
DFNM
DIMENSIONAL ETF TRUST
3.2%223.0K$10.6M
-0.81%(-1.82K)
2022-Q3: 243.4K shares2022-Q4: 227.6K shares2023-Q1: 224.8K shares2023-Q2: 223.0K shares2023-06-30
DFAR
DIMENSIONAL ETF TRUST
3.04%469.4K$10.1M
+23.03%(+87.88K)
2022-Q3: 180.9K shares2022-Q4: 336.0K shares2023-Q1: 381.6K shares2023-Q2: 469.4K shares2023-06-30
SCHX
SCHWAB STRATEGIC TR
2.57%163.2K$8.5M
-0.77%(-1.27K)
2022-Q3: 166.0K shares2022-Q4: 165.8K shares2023-Q1: 164.4K shares2023-Q2: 163.2K shares2023-06-30

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