0001085146-20-002714.txt : 20201102 0001085146-20-002714.hdr.sgml : 20201102 20201030175317 ACCESSION NUMBER: 0001085146-20-002714 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201030 EFFECTIVENESS DATE: 20201102 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: 201278474 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 09-30-2020 09-30-2020 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 10-29-2020 0 55 229179 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 893 8202 SH SOLE 0 0 8202 ABIOMED INC COM 003654100 277 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR CO INC COM 025537101 314 3844 SH SOLE 0 0 3844 INTERNATIONAL BUSINESS MACHS COM 459200101 227 1861 SH SOLE 0 0 1861 INVESCO QQQ TR UNIT SER 1 46090E103 404 1453 SH SOLE 0 0 1453 ISHARES TR EAFE VALUE ETF 464288877 3608 89394 SH SOLE 0 0 89394 ISHARES TR S&P SML 600 GWT 464287887 264 1500 SH SOLE 0 0 1500 ISHARES TR EAFE GRWTH ETF 464288885 940 10444 SH SOLE 0 0 10444 ISHARES TR S&P MC 400GR ETF 464287606 466 1940 SH SOLE 0 0 1940 ISHARES TR CORE S&P SCP ETF 464287804 4750 67680 SH SOLE 0 0 67680 ISHARES TR CORE S&P MCP ETF 464287507 11730 63318 SH SOLE 0 0 63318 ISHARES TR SP SMCP600VL ETF 464287879 290 2370 SH SOLE 0 0 2370 ISHARES TR S&P MC 400VL ETF 464287705 262 1940 SH SOLE 0 0 1940 ISHARES TR CORE S&P500 ETF 464287200 10782 32096 SH SOLE 0 0 32096 ISHARES TR SHRT NAT MUN ETF 464288158 7786 72022 SH SOLE 0 0 72022 PROCTER AND GAMBLE CO COM 742718109 496 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 20062 248754 SH SOLE 0 0 248754 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2502 48028 SH SOLE 0 0 48028 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12580 226700 SH SOLE 0 0 226700 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7302 273012 SH SOLE 0 0 273012 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 4378 74542 SH SOLE 0 0 74542 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 2168 91242 SH SOLE 0 0 91242 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6164 90280 SH SOLE 0 0 90280 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 4282 174172 SH SOLE 0 0 174172 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7638 243300 SH SOLE 0 0 243300 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 4558 152548 SH SOLE 0 0 152548 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2548 77210 SH SOLE 0 0 77210 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 242 6236 SH SOLE 0 0 6236 SCHWAB STRATEGIC TR US REIT ETF 808524847 3244 91928 SH SOLE 0 0 91928 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 7706 149680 SH SOLE 0 0 149680 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 7690 236214 SH SOLE 0 0 236214 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 412 7464 SH SOLE 0 0 7464 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 10226 88794 SH SOLE 0 0 88794 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 390 16214 SH SOLE 0 0 16214 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 4016 90714 SH SOLE 0 0 90714 SPDR SER TR BLOMBERG BRC INT 78464A334 7286 232272 SH SOLE 0 0 232272 SPDR SER TR BLOMBERG BRC INV 78468R200 3850 126076 SH SOLE 0 0 126076 SPDR SER TR BLOMBERG INTL TR 78464A516 270 9100 SH SOLE 0 0 9100 SPDR SER TR NUVEEN BLMBRG SR 78468R739 10374 208038 SH SOLE 0 0 208038 SPDR SER TR BLOMBRG BRC INTL 78464A151 7314 205136 SH SOLE 0 0 205136 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1092 8718 SH SOLE 0 0 8718 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 7320 69848 SH SOLE 0 0 69848 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 4868 32706 SH SOLE 0 0 32706 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 822 7562 SH SOLE 0 0 7562 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 2488 11928 SH SOLE 0 0 11928 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4936 44684 SH SOLE 0 0 44684 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3504 16292 SH SOLE 0 0 16292 VANGUARD INDEX FDS SMALL CP ETF 922908751 684 4438 SH SOLE 0 0 4438 VANGUARD INDEX FDS VALUE ETF 922908744 3846 36752 SH SOLE 0 0 36752 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1395 7739 SH SOLE 0 0 7739 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2951 29070 SH SOLE 0 0 29070 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4540 104978 SH SOLE 0 0 104978 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 3656 41952 SH SOLE 0 0 41952 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 5530 34258 SH SOLE 0 0 34258 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 856 20874 SH SOLE 0 0 20874