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 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