0001085146-21-001302.txt : 20210423 0001085146-21-001302.hdr.sgml : 20210423 20210423155328 ACCESSION NUMBER: 0001085146-21-001302 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210423 DATE AS OF CHANGE: 20210423 EFFECTIVENESS DATE: 20210423 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: 21849611 BUSINESS ADDRESS: STREET 1: 80 WILLIAM STREET STREET 2: SUITE 260 CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 781-235-7550 MAIL ADDRESS: STREET 1: 80 WILLIAM STREET STREET 2: SUITE 260 CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001728449 XXXXXXXX 03-31-2021 03-31-2021 false Relaxing Retirement Coach

80 WILLIAM STREET SUITE 260 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-18319 N Jack Phelps 781-235-7550 /s/ Jack Phelps Wellesley MA 04-20-2021 0 43 87543 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO QQQ TR UNIT SER 1 46090E103 464 1453 SH SOLE 0 0 1453 ISHARES TR CORE S&P MCP ETF 464287507 2201 8454 SH SOLE 0 0 8454 ISHARES TR CORE S&P SCP ETF 464287804 395 3638 SH SOLE 0 0 3638 ISHARES TR CORE S&P500 ETF 464287200 2380 5982 SH SOLE 0 0 5982 ISHARES TR EAFE GRWTH ETF 464288885 446 4441 SH SOLE 0 0 4441 ISHARES TR S&P MC 400GR ETF 464287606 304 3880 SH SOLE 0 0 3880 ISHARES TR SHRT NAT MUN ETF 464288158 4207 39015 SH SOLE 0 0 39015 ISHARES TR SP SMCP600VL ETF 464287879 239 2370 SH SOLE 0 0 2370 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2697 84856 SH SOLE 0 0 84856 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1990 52905 SH SOLE 0 0 52905 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2083 52851 SH SOLE 0 0 52851 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 410 7270 SH SOLE 0 0 7270 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 384 7582 SH SOLE 0 0 7582 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 223 6949 SH SOLE 0 0 6949 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 849 22656 SH SOLE 0 0 22656 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1299 25317 SH SOLE 0 0 25317 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 272 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5748 44289 SH SOLE 0 0 44289 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1536 23527 SH SOLE 0 0 23527 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8648 90060 SH SOLE 0 0 90060 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8320 111781 SH SOLE 0 0 111781 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4601 46167 SH SOLE 0 0 46167 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 220 7608 SH SOLE 0 0 7608 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 357 6447 SH SOLE 0 0 6447 SPDR SER TR BLOMBERG BRC INT 78464A334 976 30995 SH SOLE 0 0 30995 SPDR SER TR BLOMBERG BRC INV 78468R200 556 18146 SH SOLE 0 0 18146 SPDR SER TR BLOMBRG BRC INTL 78464A151 957 26718 SH SOLE 0 0 26718 SPDR SER TR NUVEEN BLMBRG SR 78468R739 6020 121460 SH SOLE 0 0 121460 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1335 5682 SH SOLE 0 0 5682 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 506 3699 SH SOLE 0 0 3699 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 3103 15959 SH SOLE 0 0 15959 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 822 4657 SH SOLE 0 0 4657 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 5325 34078 SH SOLE 0 0 34078 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1597 7445 SH SOLE 0 0 7445 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1842 13657 SH SOLE 0 0 13657 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1495 9028 SH SOLE 0 0 9028 VANGUARD INDEX FDS SMALL CP ETF 922908751 347 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2042 7435 SH SOLE 0 0 7435 VANGUARD INDEX FDS VALUE ETF 922908744 706 5370 SH SOLE 0 0 5370 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2760 53033 SH SOLE 0 0 53033 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 3368 15394 SH SOLE 0 0 15394 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 3003 21479 SH SOLE 0 0 21479 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 510 10387 SH SOLE 0 0 10387