0001085146-21-001990.txt : 20210715 0001085146-21-001990.hdr.sgml : 20210715 20210715165346 ACCESSION NUMBER: 0001085146-21-001990 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210715 DATE AS OF CHANGE: 20210715 EFFECTIVENESS DATE: 20210715 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Relaxing Retirement Coach CENTRAL INDEX KEY: 0001728449 IRS NUMBER: 651207738 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18319 FILM NUMBER: 211093181 BUSINESS ADDRESS: STREET 1: 80 WILLIAM STREET STREET 2: SUITE 260 CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 781-235-7550 MAIL ADDRESS: STREET 1: 80 WILLIAM STREET STREET 2: SUITE 260 CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001728449 XXXXXXXX 06-30-2021 06-30-2021 false Relaxing Retirement Coach

80 WILLIAM STREET SUITE 260 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-18319 N Jack Phelps 781-235-7550 /s/ Jack Phelps Wellesley MA 07-14-2021 0 47 117596 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 11981 254253 SH SOLE 0 0 254253 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 8326 142571 SH SOLE 0 0 142571 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7227 161310 SH SOLE 0 0 161310 INVESCO QQQ TR UNIT SER 1 46090E103 515 1453 SH SOLE 0 0 1453 ISHARES TR CORE S&P MCP ETF 464287507 2358 8778 SH SOLE 0 0 8778 ISHARES TR CORE S&P SCP ETF 464287804 315 2787 SH SOLE 0 0 2787 ISHARES TR CORE S&P500 ETF 464287200 2409 5604 SH SOLE 0 0 5604 ISHARES TR EAFE GRWTH ETF 464288885 476 4441 SH SOLE 0 0 4441 ISHARES TR S&P MC 400GR ETF 464287606 314 3880 SH SOLE 0 0 3880 ISHARES TR S&P MC 400VL ETF 464287705 204 1940 SH SOLE 0 0 1940 ISHARES TR SHRT NAT MUN ETF 464288158 4083 37872 SH SOLE 0 0 37872 ISHARES TR SP SMCP600VL ETF 464287879 250 2370 SH SOLE 0 0 2370 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2737 83226 SH SOLE 0 0 83226 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1949 49406 SH SOLE 0 0 49406 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2125 51076 SH SOLE 0 0 51076 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 379 6671 SH SOLE 0 0 6671 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 276 5076 SH SOLE 0 0 5076 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 213 6388 SH SOLE 0 0 6388 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 785 19990 SH SOLE 0 0 19990 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1167 22779 SH SOLE 0 0 22779 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 282 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6465 44290 SH SOLE 0 0 44290 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1609 23527 SH SOLE 0 0 23527 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9264 89108 SH SOLE 0 0 89108 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8702 111180 SH SOLE 0 0 111180 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4681 44933 SH SOLE 0 0 44933 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 230 7608 SH SOLE 0 0 7608 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 202 3299 SH SOLE 0 0 3299 SPDR SER TR BLOMBERG BRC INT 78464A334 527 16585 SH SOLE 0 0 16585 SPDR SER TR BLOMBERG BRC INV 78468R200 426 13892 SH SOLE 0 0 13892 SPDR SER TR BLOMBRG BRC INTL 78464A151 621 17098 SH SOLE 0 0 17098 SPDR SER TR NUVEEN BLMBRG SR 78468R739 6874 138690 SH SOLE 0 0 138690 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1491 5682 SH SOLE 0 0 5682 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 529 3710 SH SOLE 0 0 3710 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 3134 15614 SH SOLE 0 0 15614 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 848 4657 SH SOLE 0 0 4657 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 5411 33435 SH SOLE 0 0 33435 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1699 7190 SH SOLE 0 0 7190 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1912 13610 SH SOLE 0 0 13610 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1480 8520 SH SOLE 0 0 8520 VANGUARD INDEX FDS SMALL CP ETF 922908751 365 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2155 7436 SH SOLE 0 0 7436 VANGUARD INDEX FDS VALUE ETF 922908744 691 5026 SH SOLE 0 0 5026 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2881 53038 SH SOLE 0 0 53038 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 3423 15084 SH SOLE 0 0 15084 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 3073 21140 SH SOLE 0 0 21140 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 532 10320 SH SOLE 0 0 10320