0001085146-19-002796.txt : 20191108 0001085146-19-002796.hdr.sgml : 20191108 20191108114058 ACCESSION NUMBER: 0001085146-19-002796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191108 DATE AS OF CHANGE: 20191108 EFFECTIVENESS DATE: 20191108 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: 191203012 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 09-30-2019 09-30-2019 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 11-07-2019 0 50 323586 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 686 8202 SH SOLE 0 0 8202 AMERICAN ELEC PWR CO INC COM 025537101 360 3844 SH SOLE 0 0 3844 INTERNATIONAL BUSINESS MACHS COM 459200101 271 1861 SH SOLE 0 0 1861 ISHARES TR CORE S&P500 ETF 464287200 16054 53795 SH SOLE 0 0 53795 ISHARES TR CORE S&P MCP ETF 464287507 24070 124599 SH SOLE 0 0 124599 ISHARES TR S&P MC 400GR ETF 464287606 280 1250 SH SOLE 0 0 1250 ISHARES TR CORE S&P SCP ETF 464287804 10418 133827 SH SOLE 0 0 133827 ISHARES TR SHRT NAT MUN ETF 464288158 3640 34175 SH SOLE 0 0 34175 ISHARES TR EAFE VALUE ETF 464288877 11046 233286 SH SOLE 0 0 233286 ISHARES TR EAFE GRWTH ETF 464288885 557 6904 SH SOLE 0 0 6904 PROCTER & GAMBLE CO COM 742718109 444 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19229 271218 SH SOLE 0 0 271218 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4115 48987 SH SOLE 0 0 48987 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1677 29541 SH SOLE 0 0 29541 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7380 130604 SH SOLE 0 0 130604 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3879 55682 SH SOLE 0 0 55682 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8162 324861 SH SOLE 0 0 324861 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 7483 273299 SH SOLE 0 0 273299 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 10787 350988 SH SOLE 0 0 350988 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 12437 451204 SH SOLE 0 0 451204 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6200 164208 SH SOLE 0 0 164208 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 245 4480 SH SOLE 0 0 4480 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12631 396316 SH SOLE 0 0 396316 SCHWAB STRATEGIC TR US REIT ETF 808524847 11275 238959 SH SOLE 0 0 238959 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 12147 218510 SH SOLE 0 0 218510 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 15127 299157 SH SOLE 0 0 299157 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 13071 411047 SH SOLE 0 0 411047 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 9400 216171 SH SOLE 0 0 216171 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 408 16968 SH SOLE 0 0 16968 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1783 60749 SH SOLE 0 0 60749 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 15158 455249 SH SOLE 0 0 455249 SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 14862 490772 SH SOLE 0 0 490772 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 7538 245103 SH SOLE 0 0 245103 TRAVELERS COMPANIES INC COM 89417E109 238 1600 SH SOLE 0 0 1600 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 984 6085 SH SOLE 0 0 6085 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 430 3742 SH SOLE 0 0 3742 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 5614 45484 SH SOLE 0 0 45484 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 3155 22621 SH SOLE 0 0 22621 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 629 4815 SH SOLE 0 0 4815 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 11113 98371 SH SOLE 0 0 98371 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1321 8920 SH SOLE 0 0 8920 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1872 10300 SH SOLE 0 0 10300 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12098 93866 SH SOLE 0 0 93866 VANGUARD INDEX FDS VALUE ETF 922908744 10578 94869 SH SOLE 0 0 94869 VANGUARD INDEX FDS SMALL CP ETF 922908751 491 3190 SH SOLE 0 0 3190 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 715 7037 SH SOLE 0 0 7037 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3109 77279 SH SOLE 0 0 77279 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 2904 20713 SH SOLE 0 0 20713 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 4782 45692 SH SOLE 0 0 45692 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 733 17846 SH SOLE 0 0 17846