0001085146-19-001230.txt : 20190422 0001085146-19-001230.hdr.sgml : 20190422 20190422165910 ACCESSION NUMBER: 0001085146-19-001230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190422 DATE AS OF CHANGE: 20190422 EFFECTIVENESS DATE: 20190422 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: 19759936 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 03-31-2019 03-31-2019 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 04-19-2019 0 51 320865 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 656 8202 SH SOLE 0 0 8202 ABIOMED INC COM 003654100 286 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR CO INC COM 025537101 322 3844 SH SOLE 0 0 3844 INTERNATIONAL BUSINESS MACHS COM 459200101 263 1861 SH SOLE 0 0 1861 ISHARES TR CORE S&P500 ETF 464287200 16330 57375 SH SOLE 0 0 57375 ISHARES TR CORE S&P MCP ETF 464287507 23198 122505 SH SOLE 0 0 122505 ISHARES TR S&P MC 400GR ETF 464287606 278 1272 SH SOLE 0 0 1272 ISHARES TR CORE S&P SCP ETF 464287804 9926 128701 SH SOLE 0 0 128701 ISHARES TR SHRT NAT MUN ETF 464288158 3654 34464 SH SOLE 0 0 34464 ISHARES TR EAFE VALUE ETF 464288877 11298 231145 SH SOLE 0 0 231145 ISHARES TR EAFE GRWTH ETF 464288885 534 6923 SH SOLE 0 0 6923 PROCTER AND GAMBLE CO COM 742718109 372 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19676 291129 SH SOLE 0 0 291129 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4173 52470 SH SOLE 0 0 52470 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1686 30818 SH SOLE 0 0 30818 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7460 134724 SH SOLE 0 0 134724 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3952 56513 SH SOLE 0 0 56513 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8632 331768 SH SOLE 0 0 331768 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 7495 270324 SH SOLE 0 0 270324 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 10340 332745 SH SOLE 0 0 332745 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 12542 455000 SH SOLE 0 0 455000 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6100 163560 SH SOLE 0 0 163560 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 234 4480 SH SOLE 0 0 4480 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12246 391215 SH SOLE 0 0 391215 SCHWAB STRATEGIC TR US REIT ETF 808524847 10611 238850 SH SOLE 0 0 238850 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 11598 215632 SH SOLE 0 0 215632 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 14106 280995 SH SOLE 0 0 280995 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 13147 407594 SH SOLE 0 0 407594 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 9532 213975 SH SOLE 0 0 213975 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 409 11313 SH SOLE 0 0 11313 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1770 60575 SH SOLE 0 0 60575 SPDR SER TR BLOMBERG BRC INV 78468R200 7476 243857 SH SOLE 0 0 243857 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 14370 433547 SH SOLE 0 0 433547 SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 14557 476332 SH SOLE 0 0 476332 TRAVELERS COMPANIES INC COM 89417E109 219 1600 SH SOLE 0 0 1600 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 969 6263 SH SOLE 0 0 6263 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 443 4068 SH SOLE 0 0 4068 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 5615 46865 SH SOLE 0 0 46865 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 3217 23732 SH SOLE 0 0 23732 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 639 4987 SH SOLE 0 0 4987 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11272 104471 SH SOLE 0 0 104471 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1502 10514 SH SOLE 0 0 10514 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1979 11020 SH SOLE 0 0 11020 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12411 96438 SH SOLE 0 0 96438 VANGUARD INDEX FDS VALUE ETF 922908744 9964 92549 SH SOLE 0 0 92549 VANGUARD INDEX FDS SMALL CP ETF 922908751 488 3190 SH SOLE 0 0 3190 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 758 7272 SH SOLE 0 0 7272 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3403 80018 SH SOLE 0 0 80018 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 3121 21828 SH SOLE 0 0 21828 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 4840 46382 SH SOLE 0 0 46382 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 796 19460 SH SOLE 0 0 19460