0001085146-20-001765.txt : 20200713 0001085146-20-001765.hdr.sgml : 20200713 20200713133241 ACCESSION NUMBER: 0001085146-20-001765 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200713 DATE AS OF CHANGE: 20200713 EFFECTIVENESS DATE: 20200713 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: 201024909 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 06-30-2020 06-30-2020 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 07-09-2020 0 43 142182 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE SCHWAB STRATEGIC TR SHT TM US TRES 808524862 5941 115061 SH SOLE 0 0 115061 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2088 24525 SH SOLE 0 0 24525 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4580 91815 SH SOLE 0 0 91815 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1252 24990 SH SOLE 0 0 24990 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5994 113841 SH SOLE 0 0 113841 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1639 8211 SH SOLE 0 0 8211 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3650 153628 SH SOLE 0 0 153628 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 3632 61701 SH SOLE 0 0 61701 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4051 166426 SH SOLE 0 0 166426 ISHARES TR S&P MC 400GR ETF 464287606 246 1100 SH SOLE 0 0 1100 SPDR SER TR BLOMBERG BRC INT 78464A334 5312 174056 SH SOLE 0 0 174056 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 3226 78897 SH SOLE 0 0 78897 SPDR SER TR BLOMBERG BRC INV 78468R200 2846 93523 SH SOLE 0 0 93523 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5188 175471 SH SOLE 0 0 175471 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 525 4359 SH SOLE 0 0 4359 VANGUARD INDEX FDS SMALL CP ETF 922908751 324 2225 SH SOLE 0 0 2225 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5036 169298 SH SOLE 0 0 169298 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3415 31950 SH SOLE 0 0 31950 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4808 47370 SH SOLE 0 0 47370 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3734 39012 SH SOLE 0 0 39012 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 3828 37216 SH SOLE 0 0 37216 ISHARES TR SHRT NAT MUN ETF 464288158 4134 38340 SH SOLE 0 0 38340 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 431 11101 SH SOLE 0 0 11101 ISHARES TR EAFE VALUE ETF 464288877 3326 83086 SH SOLE 0 0 83086 VANGUARD INDEX FDS VALUE ETF 922908744 2902 29143 SH SOLE 0 0 29143 ISHARES TR CORE S&P MCP ETF 464287507 8866 49869 SH SOLE 0 0 49869 INVESCO QQQ TR UNIT SER 1 46090E103 462 1867 SH SOLE 0 0 1867 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 3384 122827 SH SOLE 0 0 122827 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1136 6085 SH SOLE 0 0 6085 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3190 48842 SH SOLE 0 0 48842 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 2276 16353 SH SOLE 0 0 16353 ISHARES TR EAFE GRWTH ETF 464288885 472 5674 SH SOLE 0 0 5674 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11308 152586 SH SOLE 0 0 152586 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 393 3764 SH SOLE 0 0 3764 SCHWAB STRATEGIC TR US REIT ETF 808524847 2725 77376 SH SOLE 0 0 77376 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1828 57593 SH SOLE 0 0 57593 ISHARES TR CORE S&P SCP ETF 464287804 3448 50491 SH SOLE 0 0 50491 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 2122 90648 SH SOLE 0 0 90648 ISHARES TR CORE S&P500 ETF 464287200 6777 21881 SH SOLE 0 0 21881 SPDR SER TR BLOMBRG BRC INTL 78464A151 5448 162119 SH SOLE 0 0 162119 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 2705 17959 SH SOLE 0 0 17959 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1299 7865 SH SOLE 0 0 7865 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2235 56392 SH SOLE 0 0 56392