Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Relaxing Retirement Coach (CIK 1728449) reported $332.3M across 76 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: DFUS ($64.2M, 19.32%), DFIC ($53.7M, 16.15%), DFAS ($29.3M, 8.81%), DFEM ($24.6M, 7.40%), DFCF ($22.9M, 6.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $64.2M | 19.32% | 1.3M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $53.7M | 16.15% | 2.2M | Added |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $29.3M | 8.81% | 534,148 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $24.6M | 7.40% | 1.0M | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $22.9M | 6.91% | 549,901 | Added |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $17.1M | 5.15% | 369,090 | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $11.3M | 3.39% | 443,282 | Added |
| 8 | DFNM | DIMENSIONAL ETF TRUST | $10.6M | 3.20% | 222,984 | Trimmed |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $10.1M | 3.04% | 469,441 | Added |
| 10 | SCHX | SCHWAB STRATEGIC TR | $8.5M | 2.57% | 163,157 | Trimmed |
| 11 | SCHM | SCHWAB STRATEGIC TR | $7.2M | 2.15% | 100,713 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $6.4M | 1.91% | 84,747 | Trimmed |
| 13 | IVOV | VANGUARD ADMIRAL FDS INC | $4.8M | 1.44% | 58,014 | Trimmed |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $4.0M | 1.20% | 121,488 | Added |
| 15 | SCHA | SCHWAB STRATEGIC TR | $3.7M | 1.10% | 83,439 | Added |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $3.2M | 0.96% | 92,346 | Added |
| 17 | DFEV | DIMENSIONAL ETF TRUST | $3.0M | 0.91% | 124,616 | Added |
| 18 | IVOG | VANGUARD ADMIRAL FDS INC | $2.5M | 0.75% | 26,571 | Trimmed |
| 19 | IJH | ISHARES TR | $2.4M | 0.72% | 9,206 | Trimmed |
| 20 | VTWG | VANGUARD SCOTTSDALE FDS | $2.3M | 0.71% | 13,305 | Trimmed |
| 21 | VTWV | VANGUARD SCOTTSDALE FDS | $2.3M | 0.70% | 18,679 | Trimmed |
| 22 | IVV | ISHARES TR | $2.3M | 0.70% | 5,241 | Added |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.53% | 64,026 | Trimmed |
| 24 | VBK | VANGUARD INDEX FDS | $1.6M | 0.47% | 6,844 | Added |
| 25 | DISV | DIMENSIONAL ETF TRUST | $1.5M | 0.45% | 63,734 | Added |
Source: SEC Form 13F filings · as of 2023-06-30