Relaxing Retirement Coach

13F Portfolio Filings

Latest 13F report
Q2 2023 - Jul 27, 2023
Value $
$332M
Signature - Title
Jack Phelps - President
Location
80 William Street, Suite 260, Wellesley, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 76 $332M +$24.8M -$3.79M +$21M DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 7/26/2023, 08:47 PM
Q1 2023 67 $300M +$26.6M -$5.14M +$21.4M DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 4/26/2023, 07:37 PM
Q4 2022 66 $270M +$52.3M -$12.9M +$39.5M DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 1/30/2023, 08:04 PM
Q3 2022 53 $212M +$36.1M -$10.5M +$25.7M DFUS, DFIC, DFAS, DFCF, DFNM 13F-HR 10/18/2022, 08:04 AM
Q2 2022 57 $198M +$41.8M -$10.3M +$31.5M DFUS, DFAS, DFAI, DFIC, DFAT 13F-HR 7/13/2022, 01:37 PM
Q1 2022 55 $195M +$45.5M -$5.31M +$40.1M DFUS, DFAI, DFAS, DFAE, DFAT 13F-HR 5/5/2022, 07:20 PM
Q4 2021 57 $174M +$54.7M -$9.08M +$45.6M DFUS, DFAS, DFAI, SCHX, DFAT Restatement 5/5/2022, 07:20 PM
Q3 2021 46 $122M +$9.11M -$3.01M +$6.11M DFUS, SCHX, DFAS, SCHM, SHM 13F-HR 10/22/2021, 07:15 AM
Q2 2021 47 $118M +$28.7M -$2.97M +$25.7M DFUS, SCHX, SCHM, DFAS, DFAT 13F-HR 7/15/2021, 04:53 PM
Q1 2021 43 $87.5M +$6.15M -$15.9M -$9.8M SCHX, SCHM, SHM, SCHG, IVOV 13F-HR 4/23/2021, 03:53 PM
Q4 2020 44 $91.6M +$140K -$170M -$169M SCHX, SCHM, SCHG, SHM, IVOV 13F-HR 1/22/2021, 05:27 PM
Q3 2020 55 $229M +$80.7M -$1.15M +$79.6M SCHX, SCHM, IJH, IVV, SHM 13F-HR 10/30/2020, 05:53 PM
Q2 2020 43 $142M +$5.67M -$51.2M -$45.5M SCHX, IJH, IVV, SCHM, SCHO 13F-HR 7/13/2020, 01:32 PM
Q1 2020 48 $162M +$913 -$104M -$104M SCHX, IJH, SCHO, BWZ, IVV 13F-HR 4/9/2020, 05:41 PM
Q4 2019 52 $342M +$3.23M -$2.68M +$550K IJH, SCHX, IVV, IBND, SCHO 13F-HR 1/24/2020, 12:52 PM
Q3 2019 50 $324M +$1.84M -$3.36M -$1.52M IJH, SCHX, IVV, IBND, SCHO 13F-HR 11/8/2019, 11:40 AM
Q2 2019 51 $327M +$3.17M -$2.93M +$238K IJH, SCHX, IVV, IBND, BWZ 13F-HR 8/2/2019, 05:56 PM
Q1 2019 51 $321M +$3.46M -$5.66M -$2.2M IJH, SCHX, IVV, BWZ, IBND 13F-HR 4/22/2019, 04:59 PM
Q4 2018 51 $295M +$10.2M -$8.37M +$1.88M IJH, SCHX, SCHO, BWZ, IVV 13F-HR 2/1/2019, 07:43 AM
Q3 2018 53 $334M +$10.5M -$7.88M +$2.67M IJH, SCHX, IVV, SCHC, SCHO 13F-HR 11/9/2018, 05:34 PM
Q2 2018 48 $324M +$38M -$30.8M +$7.19M IJH, SCHX, SCHC, IVV, VBR 13F-HR 8/6/2018, 08:06 PM
Q1 2018 55 $317M +$53.7M -$43.5M +$10.2M SCHC, IJH, SCHX, BWZ, EFV 13F-HR 5/11/2018, 05:09 PM
Q4 2017 53 $308M $0 $0 SCHX, FLRN, BWZ, EFV, SCHC 13F-HR 2/9/2018, 01:38 PM