StockDriftsStockDriftsTop 50 Relaxing Retirement Coach Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 19.32% | 1.33M | $64.2M | +3.62%(+46.56K) | — | 2023-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 16.15% | 2.21M | $53.7M | +7.10%(+146.54K) | — | 2023-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 8.81% | 534.1K | $29.3M | +4.57%(+23.35K) | — | 2023-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.4% | 1.02M | $24.6M | +7.36%(+70.07K) | — | 2023-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.91% | 549.9K | $22.9M | +17.74%(+82.86K) | — | 2023-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.15% | 369.1K | $17.1M | +12.28%(+40.36K) | — | 2023-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.39% | 443.3K | $11.3M | +36.64%(+118.86K) | — | 2023-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 3.2% | 223.0K | $10.6M | -0.81%(-1.82K) | — | 2023-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.04% | 469.4K | $10.1M | +23.03%(+87.88K) | — | 2023-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.57% | 163.2K | $8.5M | -0.77%(-1.27K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Relaxing Retirement Coach reports $332.27M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (19.3%), DFIC (16.1%) and DFAS (8.8%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Relaxing Retirement Coach’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1728449). View Relaxing Retirement Coach’s 13F filings on SEC