0001085146-22-000391.txt : 20220131
0001085146-22-000391.hdr.sgml : 20220131
20220128180333
ACCESSION NUMBER: 0001085146-22-000391
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220131
DATE AS OF CHANGE: 20220128
EFFECTIVENESS DATE: 20220131
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: 22570524
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
12-31-2021
12-31-2021
false
Relaxing Retirement Coach
80 WILLIAM STREET
SUITE 260
WELLESLEY
MA
02481
13F HOLDINGS REPORT
028-18319
N
Jack Phelps
Prsident
781-235-7550
/s/ Jack Phelps
Wellesley
MA
01-21-2022
0
48
164862
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
9732
349692
SH
SOLE
0
0
349692
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
205
5956
SH
SOLE
0
0
5956
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
15383
526467
SH
SOLE
0
0
526467
DIMENSIONAL ETF TRUST
NATIONAL MUNICIP
25434V849
7360
147200
SH
SOLE
0
0
147200
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
32067
661712
SH
SOLE
0
0
661712
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
14324
257852
SH
SOLE
0
0
257852
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
9646
211165
SH
SOLE
0
0
211165
ISHARES TR
CORE S&P MCP ETF
464287507
2069
7870
SH
SOLE
0
0
7870
ISHARES TR
CORE S&P SCP ETF
464287804
280
2630
SH
SOLE
0
0
2630
ISHARES TR
CORE S&P500 ETF
464287200
2325
5180
SH
SOLE
0
0
5180
ISHARES TR
EAFE GRWTH ETF
464288885
339
3302
SH
SOLE
0
0
3302
ISHARES TR
GL CLEAN ENE ETF
464288224
197
10381
SH
SOLE
0
0
10381
ISHARES TR
S&P MC 400GR ETF
464287606
295
3880
SH
SOLE
0
0
3880
ISHARES TR
S&P MC 400VL ETF
464287705
207
1940
SH
SOLE
0
0
1940
ISHARES TR
SHRT NAT MUN ETF
464288158
1685
15805
SH
SOLE
0
0
15805
ISHARES TR
SP SMCP600VL ETF
464287879
238
2370
SH
SOLE
0
0
2370
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
2463
81140
SH
SOLE
0
0
81140
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1660
43344
SH
SOLE
0
0
43344
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
1843
46680
SH
SOLE
0
0
46680
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
213
3865
SH
SOLE
0
0
3865
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
257
4897
SH
SOLE
0
0
4897
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
206
6197
SH
SOLE
0
0
6197
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
692
18870
SH
SOLE
0
0
18870
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
555
10980
SH
SOLE
0
0
10980
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
294
3732
SH
SOLE
0
0
3732
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6444
43806
SH
SOLE
0
0
43806
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1505
21207
SH
SOLE
0
0
21207
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
9294
87202
SH
SOLE
0
0
87202
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
8102
108765
SH
SOLE
0
0
108765
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3994
42840
SH
SOLE
0
0
42840
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
222
7608
SH
SOLE
0
0
7608
SPDR SER TR
BLOOMBERG SHORT
78464A334
287
9425
SH
SOLE
0
0
9425
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
3002
61546
SH
SOLE
0
0
61546
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
1551
5682
SH
SOLE
0
0
5682
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
553
3724
SH
SOLE
0
0
3724
VANGUARD ADMIRAL FDS INC
MIDCP 400 GRTH
921932869
2865
15191
SH
SOLE
0
0
15191
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
829
4657
SH
SOLE
0
0
4657
VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
921932844
5404
33193
SH
SOLE
0
0
33193
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1585
7191
SH
SOLE
0
0
7191
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1898
13018
SH
SOLE
0
0
13018
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1390
8118
SH
SOLE
0
0
8118
VANGUARD INDEX FDS
SMALL CP ETF
922908751
337
1622
SH
SOLE
0
0
1622
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1814
7438
SH
SOLE
0
0
7438
VANGUARD INDEX FDS
VALUE ETF
922908744
725
4996
SH
SOLE
0
0
4996
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2617
51867
SH
SOLE
0
0
51867
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
92206C623
2747
15002
SH
SOLE
0
0
15002
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
92206C649
2796
20380
SH
SOLE
0
0
20380
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
366
7292
SH
SOLE
0
0
7292