• 13F History

Relaxing Retirement Coach

13F Filings History

Latest 13F report
Q2 2023 - Jul 27, 2023
Value $
$332M
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 $332M as of Q2 2023. Top holdings included DFUS, DFIC, DFAS, DFEM, and DFCF.
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 -$4.15M +$22.4M DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 4/26/2023, 07:37 PM
Q4 2022 65 $268M +$50.2M -$12.6M +$37.6M DFUS, DFIC, DFAS, DFEM, DFCF 13F-HR 1/30/2023, 07:04 PM
Q3 2022 53 $212M +$36.1M -$8.91M +$27.2M DFUS, DFIC, DFAS, DFCF, DFNM 13F-HR 10/18/2022, 08:04 AM
Q2 2022 56 $198M +$41.4M -$9.69M +$31.7M DFUS, DFAS, DFAI, DFIC, DFAT 13F-HR 7/13/2022, 01:37 PM
Q1 2022 54 $193M +$43.7M -$4.23M +$39.5M DFUS, DFAI, DFAS, DFAE, DFAT 13F-HR 5/5/2022, 07:20 PM
Q4 2021 57 $174M +$54.7M -$8.14M +$46.6M 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 -$160M -$160M SCHX, SCHM, SCHG, SHM, IVOV 13F-HR 1/22/2021, 04:27 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 -$48M -$42.3M SCHX, IJH, IVV, SCHM, SCHO 13F-HR 7/13/2020, 01:32 PM
Q1 2020 48 $162M +$913 -$102M -$102M SCHX, IJH, SCHO, BWZ, IVV 13F-HR 4/9/2020, 05:41 PM
Q4 2019 52 $339M +$3.23M -$2.64M +$584K IJH, SCHX, IVV, IBND, SCHO 13F-HR 1/24/2020, 11:52 AM
Q3 2019 50 $324M +$1.84M -$3.1M -$1.26M IJH, SCHX, IVV, IBND, SCHO 13F-HR 11/8/2019, 10:40 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 -$5.42M -$1.96M IJH, SCHX, IVV, BWZ, IBND 13F-HR 4/22/2019, 04:59 PM
Q4 2018 51 $295M +$10.2M -$7.58M +$2.66M IJH, SCHX, SCHO, BWZ, IVV 13F-HR 2/1/2019, 06:43 AM
Q3 2018 53 $334M +$10.5M -$7.58M +$2.97M IJH, SCHX, IVV, SCHC, SCHO 13F-HR 11/9/2018, 04:34 PM
Q2 2018 48 $321M +$38M -$26.1M +$11.9M IJH, SCHX, SCHC, IVV, VBR 13F-HR 8/6/2018, 08:06 PM
Q1 2018 55 $312M +$53.7M -$41.3M +$12.4M SCHC, IJH, SCHX, BWZ, EFV 13F-HR 5/11/2018, 05:09 PM
Q4 2017 53 $308M SCHX, FLRN, BWZ, EFV, SCHC 13F-HR 2/9/2018, 12:38 PM