Relaxing Retirement Coach

Q3 2022 13F Holdings Report, Stock Holdings

Signature - Title
Jack Phelps - President
Location
Wellesley
Holdings as of
September 30, 2022
Value $
$212M
Num holdings
53
Date filed
10/18/2022, 08:04 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFUS, DFIC, DFAS, DFCF, and DFNM.
Previous filing
Q2 2022 - Jul 13, 2022
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jack Phelps President Wellesley, Massachusetts 10/17/2022