0001085146-22-003454.txt : 20221018 0001085146-22-003454.hdr.sgml : 20221018 20221018080408 ACCESSION NUMBER: 0001085146-22-003454 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221018 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221018 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: 221314924 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 09-30-2022 09-30-2022 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 10-17-2022 0 53 211650 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 794 8202 SH SOLE 0 0 8202 ABIOMED INC COM 003654100 246 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR CO INC COM 025537101 362 4194 SH SOLE 0 0 4194 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 14071 343745 SH SOLE 0 0 343745 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10795 528302 SH SOLE 0 0 528302 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 627 30542 SH SOLE 0 0 30542 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 5046 251217 SH SOLE 0 0 251217 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1162 45086 SH SOLE 0 0 45086 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 10750 498253 SH SOLE 0 0 498253 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 22681 1183752 SH SOLE 0 0 1183752 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 783 42406 SH SOLE 0 0 42406 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 11357 243413 SH SOLE 0 0 243413 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 43703 1125869 SH SOLE 0 0 1125869 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 3719 180948 SH SOLE 0 0 180948 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 19982 429601 SH SOLE 0 0 429601 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 11238 288595 SH SOLE 0 0 288595 INTERNATIONAL BUSINESS MACHS COM 459200101 222 1861 SH SOLE 0 0 1861 INVESCO QQQ TR UNIT SER 1 46090E103 388 1453 SH SOLE 0 0 1453 ISHARES TR CORE S&P MCP ETF 464287507 1962 8948 SH SOLE 0 0 8948 ISHARES TR CORE S&P500 ETF 464287200 1816 5064 SH SOLE 0 0 5064 ISHARES TR GL CLEAN ENE ETF 464288224 200 10461 SH SOLE 0 0 10461 ISHARES TR S&P MC 400GR ETF 464287606 244 3880 SH SOLE 0 0 3880 MOODYS CORP COM 615369105 264 1088 SH SOLE 0 0 1088 PIMCO STRATEGIC INCOME FD COM 72200X104 52 10952 SH SOLE 0 0 10952 PROCTER AND GAMBLE CO COM 742718109 450 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1679 75054 SH SOLE 0 0 75054 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1113 39584 SH SOLE 0 0 39584 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1082 39041 SH SOLE 0 0 39041 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 208 4912 SH SOLE 0 0 4912 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 469 17326 SH SOLE 0 0 17326 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 350 7249 SH SOLE 0 0 7249 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 248 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4883 87527 SH SOLE 0 0 87527 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1137 19419 SH SOLE 0 0 19419 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7022 165976 SH SOLE 0 0 165976 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6226 102863 SH SOLE 0 0 102863 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3188 84296 SH SOLE 0 0 84296 TRAVELERS COMPANIES INC COM 89417E109 245 1600 SH SOLE 0 0 1600 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1071 5132 SH SOLE 0 0 5132 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 462 3724 SH SOLE 0 0 3724 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 2312 14696 SH SOLE 0 0 14696 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 691 4657 SH SOLE 0 0 4657 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 4097 29525 SH SOLE 0 0 29525 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1120 6573 SH SOLE 0 0 6573 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1651 13548 SH SOLE 0 0 13548 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1088 7564 SH SOLE 0 0 7564 VANGUARD INDEX FDS SMALL CP ETF 922908751 278 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1340 6878 SH SOLE 0 0 6878 VANGUARD INDEX FDS VALUE ETF 922908744 600 4865 SH SOLE 0 0 4865 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1671 45876 SH SOLE 0 0 45876 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 2058 13679 SH SOLE 0 0 13679 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2243 19821 SH SOLE 0 0 19821 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 204 5617 SH SOLE 0 0 5617