13F Filings History of Relaxing Retirement Coach

Latest 13F report
Q2 2023 - 27 Jul 2023
Value $
$332,272,950
Signature - Title
Jack Phelps - President
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by Relaxing Retirement Coach. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Relaxing Retirement Coach reported 76 stock holdings with total value $332,272,950 as of Q2 2023. Top holdings included DFUS, DFIC, DFAS, DFEM, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 76 $332,272,950 +$24,794,875 -$3,789,502 +$21,005,373 DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 26 Jul 2023, 20:47
Q1 2023 67 $300,189,281 +$26,550,989 -$5,139,275 +$21,411,714 DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 26 Apr 2023, 19:37
Q4 2022 66 $269,996,278 +$52,349,452 -$12,868,356 +$39,481,096 DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 30 Jan 2023, 20:04
Q3 2022 53 $211,650,000 +$36,146,217 -$10,484,491 +$25,661,726 DFUS, DFIC, DFAS, DFCF, DFNM 13F-HR 18 Oct 2022, 08:04
Q2 2022 57 $198,276,000 +$41,839,270 -$10,322,943 +$31,516,327 DFUS, DFAS, DFAI, DFIC, DFAT 13F-HR 13 Jul 2022, 13:37
Q1 2022 55 $194,912,000 +$45,453,059 -$5,305,355 +$40,147,704 DFUS, DFAI, DFAS, DFAE, DFAT 13F-HR 05 May 2022, 19:20
Q4 2021 57 $173,925,000 +$54,722,773 -$9,080,416 +$45,642,357 DFUS, DFAS, DFAI, SCHX, DFAT Restatement 05 May 2022, 19:20
Q3 2021 46 $121,985,000 +$9,111,188 -$3,005,907 +$6,105,281 DFUS, SCHX, DFAS, SCHM, SHM 13F-HR 22 Oct 2021, 07:15
Q2 2021 47 $117,596,000 +$28,681,295 -$2,974,947 +$25,706,348 DFUS, SCHX, SCHM, DFAS, DFAT 13F-HR 15 Jul 2021, 16:53
Q1 2021 43 $87,543,000 +$6,145,350 -$15,947,196 -$9,801,846 SCHX, SCHM, SHM, SCHG, IVOV 13F-HR 23 Apr 2021, 15:53
Q4 2020 44 $91,550,000 +$140,000 -$169,550,454 -$169,410,454 SCHX, SCHM, SCHG, SHM, IVOV 13F-HR 22 Jan 2021, 17:27
Q3 2020 55 $229,179,000 +$80,705,851 -$1,147,071 +$79,558,780 SCHX, SCHM, IJH, IVV, SHM 13F-HR 30 Oct 2020, 17:53
Q2 2020 43 $142,182,000 +$5,672,775 -$51,162,514 -$45,489,739 SCHX, IJH, IVV, SCHM, SCHO 13F-HR 13 Jul 2020, 13:32
Q1 2020 48 $162,369,000 +$913 -$103,830,566 -$103,829,653 SCHX, IJH, SCHO, BWZ, IVV 13F-HR 09 Apr 2020, 17:41
Q4 2019 52 $341,813,000 +$3,226,990 -$2,676,715 +$550,275 IJH, SCHX, IVV, IBND, SCHO 13F-HR 24 Jan 2020, 12:52
Q3 2019 50 $323,586,000 +$1,835,238 -$3,356,831 -$1,521,593 IJH, SCHX, IVV, IBND, SCHO 13F-HR 08 Nov 2019, 11:40
Q2 2019 51 $327,346,000 +$3,170,324 -$2,932,804 +$237,520 IJH, SCHX, IVV, IBND, BWZ 13F-HR 02 Aug 2019, 17:56
Q1 2019 51 $320,865,000 +$3,460,559 -$5,657,059 -$2,196,500 IJH, SCHX, IVV, BWZ, IBND 13F-HR 22 Apr 2019, 16:59
Q4 2018 51 $295,209,000 +$10,246,802 -$8,368,442 +$1,878,360 IJH, SCHX, SCHO, BWZ, IVV 13F-HR 01 Feb 2019, 07:43
Q3 2018 53 $333,606,000 +$10,548,686 -$7,877,951 +$2,670,735 IJH, SCHX, IVV, SCHC, SCHO 13F-HR 09 Nov 2018, 17:34
Q2 2018 48 $324,015,000 +$38,003,925 -$30,817,952 +$7,185,973 IJH, SCHX, SCHC, IVV, VBR 13F-HR 06 Aug 2018, 20:06
Q1 2018 55 $316,580,000 +$53,705,361 -$43,494,441 +$10,210,920 SCHC, IJH, SCHX, BWZ, EFV 13F-HR 11 May 2018, 17:09
Q4 2017 53 $307,522,000 $0 $0 $0 SCHX, FLRN, BWZ, EFV, SCHC 13F-HR 09 Feb 2018, 13:38