Relaxing Retirement Coach

WELLESLEY, MA · CIK 1728449 · 13F filing filed 2023-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyWellesley, MA

$332.3m reported value +10.7% vs Q1 2023

76positions

75.9%in top 10

9 new 33 added 20 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	1,332,675	$64.2m19.32%	19.32%	Added +46.6k	+46,557 3.6%
2	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	2,211,197	$53.7m16.15%	16.15%	Added +146.5k	+146,545 7.1%
3	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	534,148	$29.3m8.81%	8.81%	Added +23.3k	+23,348 4.6%
4	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	1,022,219	$24.6m7.40%	7.40%	Added +70.1k	+70,073 7.4%
5	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	549,901	$22.9m6.91%	6.91%	Added +82.9k	+82,857 17.7%
6	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	369,090	$17.1m5.15%	5.15%	Added +40.4k	+40,361 12.3%
7	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	443,282	$11.3m3.39%	3.39%	Added +118.9k	+118,856 36.6%
8	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	222,984	$10.6m3.20%	3.20%	Reduced -1.8k	-1,816 -0.8%
9	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		469,441	$10.1m3.04%	3.04%	Added +87.9k	+87,876 23.0%
10	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	163,157	$8.5m2.57%	2.57%	Reduced -1.3k	-1,271 -0.8%
11	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	100,713	$7.2m2.15%	2.15%	Reduced -437	-437 -0.4%
12	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	84,747	$6.4m1.91%	1.91%	Reduced -1.3k	-1,283 -1.5%
13	VANGUARD ADMIRAL FDS INC MIDCP 400 VAL IVOV	IVOV	58,014	$4.8m1.44%	1.44%	Reduced -894	-894 -1.5%
14	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	121,488	$4.0m1.20%	1.20%	Added +11.3k	+11,290 10.2%
15	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	83,439	$3.7m1.10%	1.10%	Added +59	+59 0.1%
16	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	92,346	$3.2m0.96%	0.96%	Added +26.6k	+26,623 40.5%
17	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	124,616	$3.0m0.91%	0.91%	Added +2.9k	+2,909 2.4%
18	VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH IVOG	IVOG	26,571	$2.5m0.75%	0.75%	Reduced -2.8k	-2,764 -9.4%
19	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,206	$2.4m0.72%	0.72%	Reduced -284	-284 -3.0%
20	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	13,305	$2.3m0.71%	0.71%	Reduced -127	-127 -0.9%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	5,241	$2.3m0.70%	0.70%	Added +2	+2 0.0%
22	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	18,679	$2.3m0.70%	0.70%	Reduced -287	-287 -1.5%
23	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	64,026	$1.7m0.53%	0.53%	Reduced -91.3k	-91,292 -58.8%
24	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	6,844	$1.6m0.47%	0.47%	Added +4	+4 0.1%
25	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	63,734	$1.5m0.45%	0.45%	Added +8.4k	+8,362 15.1%
26	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,847	$1.5m0.45%	0.45%	Reduced -199	-199 -1.8%
27	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	43,670	$1.5m0.44%	0.44%	Added +8.0k	+7,991 22.4%
28	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	59,755	$1.5m0.44%	0.44%	Added +114	+114 0.2%
29	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	5,132	$1.3m0.39%	0.39%	Unchanged
30	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	19,036	$1.3m0.38%	0.38%	Reduced -192	-192 -1.0%
31	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	6,102	$1.3m0.38%	0.38%	Reduced -423	-423 -6.5%
32	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	35,160	$1.3m0.38%	0.38%	Reduced -441	-441 -1.2%
33	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	7,305	$1.2m0.36%	0.36%	Reduced -31	-31 -0.4%
34	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	29,698	$1.2m0.36%	0.36%	Reduced -2.5k	-2,462 -7.7%
35	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	51,150	$1.2m0.35%	0.35%	Added +3.1k	+3,086 6.4%
36	ABBVIE INC COM ABBV	ABBV	8,230	$1.1m0.33%	0.33%	Added +28	+28 0.3%
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,503	$992.0k0.30%	0.30%	Added +3.2k	+3,169 237.6%
38	ABBOTT LABS COM ABT	ABT	8,211	$895.2k0.27%	0.27%	Added +9	+9 0.1%
39	PROCTER AND GAMBLE CO COM PG	PG	5,646	$856.7k0.26%	0.26%	Added +15	+15 0.3%
40	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	35,661	$836.6k0.25%	0.25%	Reduced -11.7k	-11,738 -24.8%
41	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	9,314	$824.8k0.25%	0.25%	Unchanged
42	MERCK & CO INC COM MRK	MRK	5,788	$667.9k0.20%	0.20%	Added +52	+52 0.9%
43	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,644	$660.0k0.20%	0.20%	Added +110	+110 2.4%
44	ELI LILLY & CO COM LLY	LLY	1,245	$583.9k0.18%	0.18%	Added +157	+157 14.4%
45	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	3,724	$579.8k0.17%	0.17%	Unchanged
46	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,453	$536.8k0.16%	0.16%	Unchanged
47	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	14,843	$492.6k0.15%	0.15%	Reduced -179	-179 -1.2%
48	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	10,420	$481.2k0.14%	0.14%	Added +5.2k	+5,183 99.0%
49	THE CIGNA GROUP COM CI	CI	1,656	$464.7k0.14%	0.14%	Unchanged
50	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	8,569	$461.1k0.14%	0.14%	New
51	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	6,296	$457.7k0.14%	0.14%	New
52	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	9,604	$451.8k0.14%	0.14%	Added +15	+15 0.2%
53	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	13,706	$393.4k0.12%	0.12%	Reduced -296	-296 -2.1%
54	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,874	$386.0k0.12%	0.12%	New
55	MOODYS CORP COM MCO	MCO	1,088	$378.3k0.11%	0.11%	Unchanged
56	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		13,953	$358.6k0.11%	0.11%	New
57	CAMBRIDGE BANCORP COM COM		6,600	$358.4k0.11%	0.11%	Added +100	+100 1.5%
58	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	9,924	$348.4k0.10%	0.10%	Unchanged
59	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	5,723	$329.4k0.10%	0.10%	New
60	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,622	$322.6k0.10%	0.10%	Unchanged
61	ISHARES TR S&P MC 400GR ETF IJK	IJK	3,880	$291.0k0.09%	0.09%	Unchanged
62	TRAVELERS COMPANIES INC COM TRV	TRV	1,612	$279.9k0.08%	0.08%	Added +12	+12 0.8%
63	ISHARES TR SHRT NAT MUN ETF SUB	SUB	2,681	$278.9k0.08%	0.08%	Unchanged
64	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	3,732	$271.0k0.08%	0.08%	Unchanged
65	LINDE PLC SHS LIN	LIN	709	$270.2k0.08%	0.08%	Added +9	+9 1.3%
66	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,861	$249.0k0.07%	0.07%	Unchanged
67	EXXON MOBIL CORP COM XOM	XOM	2,114	$226.7k0.07%	0.07%	Added +93	+93 4.6%
68	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	7,431	$226.3k0.07%	0.07%	Unchanged
69	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,370	$225.4k0.07%	0.07%	Unchanged
70	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	4,289	$216.3k0.07%	0.07%	Reduced -251	-251 -5.5%
71	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	4,545	$210.7k0.06%	0.06%	New
72	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,940	$207.8k0.06%	0.06%	New
73	ISHARES TR GLOBAL REIT ETF REET	REET	8,967	$206.0k0.06%	0.06%	New
74	CHEVRON CORP NEW COM CVX	CVX	1,301	$204.7k0.06%	0.06%	Added +9	+9 0.7%
75	BIOGEN INC COM BIIB	BIIB	718	$204.5k0.06%	0.06%	New
76	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	10,550	$194.1k0.06%	0.06%	Added +70	+70 0.7%