0001085146-23-002933.txt : 20230727 0001085146-23-002933.hdr.sgml : 20230727 20230726204718 ACCESSION NUMBER: 0001085146-23-002933 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230727 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: 231115033 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 X0202 13F-HR LIVE false false false 0001728449 XXXXXXXX 06-30-2023 06-30-2023 false Relaxing Retirement Coach

80 WILLIAM STREET SUITE 260 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-18319 000129805 801-69302 N Jack Phelps 781-235-7550 /s/ Jack Phelps Wellesley MA 07-26-2023 0 76 332272950 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 895163 8211 SH SOLE 0 0 8211 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1108827 8230 SH SOLE 0 0 8230 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 461098 8569 SH SOLE 0 0 8569 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 329416 5723 SH SOLE 0 0 5723 BIOGEN INC COM 09062X103 BBG001S67826 204522 718 SH SOLE 0 0 718 CAMBRIDGE BANCORP COM 132152109 BBG001S7RSV6 358446 6600 SH SOLE 0 0 6600 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 204712 1301 SH SOLE 0 0 1301 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 22947253 549901 SH SOLE 0 0 549901 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 24584333 1022219 SH SOLE 0 0 1022219 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 3036939 124616 SH SOLE 0 0 124616 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 836600 35661 SH SOLE 0 0 35661 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 BBG01B92VTS2 226274 7431 SH SOLE 0 0 7431 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 BBG012G21Y06 3990890 121488 SH SOLE 0 0 121488 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 1749224 64026 SH SOLE 0 0 64026 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 53665731 2211197 SH SOLE 0 0 2211197 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 BBG01633DW64 1167260 51150 SH SOLE 0 0 51150 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 1507309 63734 SH SOLE 0 0 63734 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 10620828 222984 SH SOLE 0 0 222984 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 210660 4545 SH SOLE 0 0 4545 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 64181802 1332675 SH SOLE 0 0 1332675 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 BBG01BN5Z188 11259180 443282 SH SOLE 0 0 443282 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 3185899 92346 SH SOLE 0 0 92346 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 10102391 469441 SH SOLE 0 0 469441 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 29271133 534148 SH SOLE 0 0 534148 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 358592 13953 SH SOLE 0 0 13953 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 393431 13706 SH SOLE 0 0 13706 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 17122091 369090 SH SOLE 0 0 369090 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 226726 2114 SH SOLE 0 0 2114 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 BBG00MYXKL20 348432 9924 SH SOLE 0 0 9924 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 249020 1861 SH SOLE 0 0 1861 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 536767 1453 SH SOLE 0 0 1453 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 2407041 9206 SH SOLE 0 0 9206 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 386038 3874 SH SOLE 0 0 3874 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2336054 5241 SH SOLE 0 0 5241 ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 194115 10550 SH SOLE 0 0 10550 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 205972 8967 SH SOLE 0 0 8967 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 291000 3880 SH SOLE 0 0 3880 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 207832 1940 SH SOLE 0 0 1940 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 278932 2681 SH SOLE 0 0 2681 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 225363 2370 SH SOLE 0 0 2370 LILLY ELI & CO COM 532457108 BBG001S5STL8 583880 1245 SH SOLE 0 0 1245 LINDE PLC SHS G54950103 BBG01FND0CH6 270186 709 SH SOLE 0 0 709 MERCK & CO INC COM 58933Y105 BBG001S5TC52 667877 5788 SH SOLE 0 0 5788 MOODYS CORP COM 615369105 BBG001S5VP87 378319 1088 SH SOLE 0 0 1088 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 856724 5646 SH SOLE 0 0 5646 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 1471801 59755 SH SOLE 0 0 59755 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1253444 35160 SH SOLE 0 0 35160 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 1474706 43670 SH SOLE 0 0 43670 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 BBG0051NXNX3 216335 4289 SH SOLE 0 0 4289 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 BBG0051QD594 492614 14843 SH SOLE 0 0 14843 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 271018 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 6351822 84747 SH SOLE 0 0 84747 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 1277123 19036 SH SOLE 0 0 19036 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 8544468 163157 SH SOLE 0 0 163157 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 7153577 100713 SH SOLE 0 0 100713 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 3654709 83439 SH SOLE 0 0 83439 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 451836 9604 SH SOLE 0 0 9604 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 464673 1656 SH SOLE 0 0 1656 TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 279940 1612 SH SOLE 0 0 1612 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 1303990 5132 SH SOLE 0 0 5132 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 579799 3724 SH SOLE 0 0 3724 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 BBG001TC6MK2 2484321 26571 SH SOLE 0 0 26571 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 BBG001TC6MJ4 824809 9314 SH SOLE 0 0 9314 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 BBG001TC6MN9 4775604 58014 SH SOLE 0 0 58014 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 457656 6296 SH SOLE 0 0 6296 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 1255502 6102 SH SOLE 0 0 6102 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 1500866 10847 SH SOLE 0 0 10847 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 1208224 7305 SH SOLE 0 0 7305 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 322600 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 1572344 6844 SH SOLE 0 0 6844 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 992014 4503 SH SOLE 0 0 4503 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 660016 4644 SH SOLE 0 0 4644 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1208125 29698 SH SOLE 0 0 29698 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 BBG001TCH7Y8 2347859 13305 SH SOLE 0 0 13305 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 BBG001TCHH03 2309682 18679 SH SOLE 0 0 18679 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 481191 10420 SH SOLE 0 0 10420