0001085146-19-000288.txt : 20190201 0001085146-19-000288.hdr.sgml : 20190201 20190201074354 ACCESSION NUMBER: 0001085146-19-000288 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190201 DATE AS OF CHANGE: 20190201 EFFECTIVENESS DATE: 20190201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Relaxing Retirement Coach CENTRAL INDEX KEY: 0001728449 IRS NUMBER: 651207738 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18319 FILM NUMBER: 19557724 BUSINESS ADDRESS: STREET 1: 20 WILLIAM STREET STREET 2: SUITE 110 CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 781-235-7550 MAIL ADDRESS: STREET 1: 20 WILLIAM STREET STREET 2: SUITE 110 CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001728449 XXXXXXXX 12-31-2018 12-31-2018 false Relaxing Retirement Coach

20 WILLIAM STREET SUITE 110 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-18319 N Jack Phelps 781-235-7550 /s/ Jack Phelps Wellesley MA 01-30-2019 0 51 295209 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 593 8202 SH SOLE 0 0 8202 ABIOMED INC COM 003654100 325 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR INC COM 025537101 287 3844 SH SOLE 0 0 3844 INTERNATIONAL BUSINESS MACHS COM 459200101 212 1861 SH SOLE 0 0 1861 ISHARES TR CORE S&P500 ETF 464287200 14613 58064 SH SOLE 0 0 58064 ISHARES TR CORE S&P MCP ETF 464287507 20314 122355 SH SOLE 0 0 122355 ISHARES TR S&P MC 400GR ETF 464287606 243 1272 SH SOLE 0 0 1272 ISHARES TR CORE S&P SCP ETF 464287804 8363 120646 SH SOLE 0 0 120646 ISHARES TR SHRT NAT MUN ETF 464288158 3741 35471 SH SOLE 0 0 35471 ISHARES TR EAFE VALUE ETF 464288877 10558 233398 SH SOLE 0 0 233398 ISHARES TR EAFE GRWTH ETF 464288885 576 8322 SH SOLE 0 0 8322 PROCTER AND GAMBLE CO COM 742718109 328 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 17545 293861 SH SOLE 0 0 293861 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3762 54573 SH SOLE 0 0 54573 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1835 37258 SH SOLE 0 0 37258 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6653 138851 SH SOLE 0 0 138851 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3586 59071 SH SOLE 0 0 59071 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8112 344772 SH SOLE 0 0 344772 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 6993 270644 SH SOLE 0 0 270644 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 8249 291162 SH SOLE 0 0 291162 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 11390 451402 SH SOLE 0 0 451402 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 5139 156410 SH SOLE 0 0 156410 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 210 4480 SH SOLE 0 0 4480 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10983 387360 SH SOLE 0 0 387360 SCHWAB STRATEGIC TR US REIT ETF 808524847 8984 233351 SH SOLE 0 0 233351 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 11651 220141 SH SOLE 0 0 220141 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 15108 302669 SH SOLE 0 0 302669 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 12268 421563 SH SOLE 0 0 421563 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 8532 208422 SH SOLE 0 0 208422 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 370 11313 SH SOLE 0 0 11313 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1468 55588 SH SOLE 0 0 55588 SPDR SER TR BLOMBERG BRC INV 78468R200 7583 250197 SH SOLE 0 0 250197 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 14372 436327 SH SOLE 0 0 436327 SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 14876 484699 SH SOLE 0 0 484699 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 855 6339 SH SOLE 0 0 6339 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 396 4061 SH SOLE 0 0 4061 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 4937 47007 SH SOLE 0 0 47007 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 2883 24468 SH SOLE 0 0 24468 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 557 4987 SH SOLE 0 0 4987 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9813 103044 SH SOLE 0 0 103044 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1506 12567 SH SOLE 0 0 12567 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1705 11320 SH SOLE 0 0 11320 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10989 96274 SH SOLE 0 0 96274 VANGUARD INDEX FDS GROWTH ETF 922908736 237 1759 SH SOLE 0 0 1759 VANGUARD INDEX FDS VALUE ETF 922908744 9479 96762 SH SOLE 0 0 96762 VANGUARD INDEX FDS SMALL CP ETF 922908751 420 3190 SH SOLE 0 0 3190 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 697 7368 SH SOLE 0 0 7368 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3081 80969 SH SOLE 0 0 80969 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 2759 22639 SH SOLE 0 0 22639 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 4350 46586 SH SOLE 0 0 46586 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 723 19460 SH SOLE 0 0 19460