0001085146-18-001860.txt : 20180807 0001085146-18-001860.hdr.sgml : 20180807 20180806200648 ACCESSION NUMBER: 0001085146-18-001860 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180807 DATE AS OF CHANGE: 20180806 EFFECTIVENESS DATE: 20180807 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: 18996036 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 true false 0001728449 XXXXXXXX 06-30-2018 06-30-2018 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 08-01-2018 0 48 324015 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 15188 55624 SH SOLE 0 0 55624 ISHARES TR CORE S&P MCP ETF 464287507 24281 124629 SH SOLE 0 0 124629 ISHARES TR S&P MC 400GR ETF 464287606 286 1272 SH SOLE 0 0 1272 ISHARES TR CORE S&P SCP ETF 464287804 10381 124412 SH SOLE 0 0 124412 ISHARES TR S&P SML 600 GWT 464287887 233 1233 SH SOLE 0 0 1233 ISHARES TR SHRT NAT MUN ETF 464288158 4005 38142 SH SOLE 0 0 38142 ISHARES TR EAFE VALUE ETF 464288877 12138 236477 SH SOLE 0 0 236477 ISHARES TR EAFE GRWTH ETF 464288885 1334 16896 SH SOLE 0 0 16896 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 20365 313398 SH SOLE 0 0 313398 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4784 63117 SH SOLE 0 0 63117 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2612 49177 SH SOLE 0 0 49177 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7069 128843 SH SOLE 0 0 128843 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4675 63579 SH SOLE 0 0 63579 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8541 329945 SH SOLE 0 0 329945 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 6423 232029 SH SOLE 0 0 232029 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 4280 122873 SH SOLE 0 0 122873 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 11880 402124 SH SOLE 0 0 402124 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 5395 135073 SH SOLE 0 0 135073 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 221 4480 SH SOLE 0 0 4480 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12262 370706 SH SOLE 0 0 370706 SCHWAB STRATEGIC TR US REIT ETF 808524847 9233 221031 SH SOLE 0 0 221031 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 11839 226222 SH SOLE 0 0 226222 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 14762 297018 SH SOLE 0 0 297018 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 17912 496553 SH SOLE 0 0 496553 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 8569 180599 SH SOLE 0 0 180599 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 583 15726 SH SOLE 0 0 15726 SPDR SER TR BLOMBERG BRC INV 78468R200 8370 272193 SH SOLE 0 0 272193 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 14516 429194 SH SOLE 0 0 429194 SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 14356 458563 SH SOLE 0 0 458563 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1047 7178 SH SOLE 0 0 7178 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 539 5072 SH SOLE 0 0 5072 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 5356 43112 SH SOLE 0 0 43112 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 3714 26675 SH SOLE 0 0 26675 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 659 5010 SH SOLE 0 0 5010 VANGUARD GROUP DIV APP ETF 921908844 303 2980 SH SOLE 0 0 2980 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11668 105612 SH SOLE 0 0 105612 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1866 13881 SH SOLE 0 0 13881 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2349 13370 SH SOLE 0 0 13370 VANGUARD INDEX FDS SM CP VAL ETF 922908611 14894 109717 SH SOLE 0 0 109717 VANGUARD INDEX FDS GROWTH ETF 922908736 295 1970 SH SOLE 0 0 1970 VANGUARD INDEX FDS VALUE ETF 922908744 10263 98847 SH SOLE 0 0 98847 VANGUARD INDEX FDS SMALL CP ETF 922908751 497 3190 SH SOLE 0 0 3190 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1552 13467 SH SOLE 0 0 13467 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3581 84878 SH SOLE 0 0 84878 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 295 3790 SH SOLE 0 0 3790 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 3505 23659 SH SOLE 0 0 23659 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 4085 35727 SH SOLE 0 0 35727 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1054 24556 SH SOLE 0 0 24556