0001085146-21-000238.txt : 20210122 0001085146-21-000238.hdr.sgml : 20210122 20210122172706 ACCESSION NUMBER: 0001085146-21-000238 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210122 DATE AS OF CHANGE: 20210122 EFFECTIVENESS DATE: 20210122 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: 21547188 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 12-31-2020 12-31-2020 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 01-19-2021 0 44 91550 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO QQQ TR UNIT SER 1 46090E103 456 1453 SH SOLE 0 0 1453 ISHARES TR CORE S&P MCP ETF 464287507 3554 15462 SH SOLE 0 0 15462 ISHARES TR CORE S&P SCP ETF 464287804 1171 12747 SH SOLE 0 0 12747 ISHARES TR CORE S&P500 ETF 464287200 3688 9825 SH SOLE 0 0 9825 ISHARES TR EAFE GRWTH ETF 464288885 527 5222 SH SOLE 0 0 5222 ISHARES TR EAFE VALUE ETF 464288877 694 14704 SH SOLE 0 0 14704 ISHARES TR S&P MC 400GR ETF 464287606 280 3880 SH SOLE 0 0 3880 ISHARES TR SHRT NAT MUN ETF 464288158 3974 36761 SH SOLE 0 0 36761 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3067 100049 SH SOLE 0 0 100049 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2894 80355 SH SOLE 0 0 80355 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2927 77732 SH SOLE 0 0 77732 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 845 14510 SH SOLE 0 0 14510 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 688 16029 SH SOLE 0 0 16029 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 385 13606 SH SOLE 0 0 13606 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1203 41073 SH SOLE 0 0 41073 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1229 35347 SH SOLE 0 0 35347 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1709 33249 SH SOLE 0 0 33249 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 239 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5701 44398 SH SOLE 0 0 44398 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1412 23726 SH SOLE 0 0 23726 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8648 95085 SH SOLE 0 0 95085 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7717 113183 SH SOLE 0 0 113183 SCHWAB STRATEGIC TR US REIT ETF 808524847 476 12547 SH SOLE 0 0 12547 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 210 7608 SH SOLE 0 0 7608 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1002 19400 SH SOLE 0 0 19400 SPDR SER TR BLOMBERG BRC INT 78464A334 1603 48846 SH SOLE 0 0 48846 SPDR SER TR BLOMBERG BRC INV 78468R200 766 25024 SH SOLE 0 0 25024 SPDR SER TR BLOMBRG BRC INTL 78464A151 1512 39901 SH SOLE 0 0 39901 SPDR SER TR NUVEEN BLMBRG SR 78468R739 5143 103302 SH SOLE 0 0 103302 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1372 5964 SH SOLE 0 0 5964 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 458 3699 SH SOLE 0 0 3699 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 2876 16087 SH SOLE 0 0 16087 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 668 4292 SH SOLE 0 0 4292 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 4531 34411 SH SOLE 0 0 34411 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1590 7497 SH SOLE 0 0 7497 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2253 18942 SH SOLE 0 0 18942 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1681 11819 SH SOLE 0 0 11819 VANGUARD INDEX FDS SMALL CP ETF 922908751 316 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2178 8136 SH SOLE 0 0 8136 VANGUARD INDEX FDS VALUE ETF 922908744 1092 9175 SH SOLE 0 0 9175 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2630 52479 SH SOLE 0 0 52479 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 3271 15682 SH SOLE 0 0 15682 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2424 20985 SH SOLE 0 0 20985 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 490 10387 SH SOLE 0 0 10387