0001085146-21-002878.txt : 20211022 0001085146-21-002878.hdr.sgml : 20211022 20211022071527 ACCESSION NUMBER: 0001085146-21-002878 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211022 DATE AS OF CHANGE: 20211022 EFFECTIVENESS DATE: 20211022 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: 211338724 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 09-30-2021 09-30-2021 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 10-15-2021 0 46 121985 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1277 46861 SH SOLE 0 0 46861 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2158 74639 SH SOLE 0 0 74639 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 15282 324041 SH SOLE 0 0 324041 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 9080 157917 SH SOLE 0 0 157917 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7505 169038 SH SOLE 0 0 169038 ISHARES TR CORE S&P MCP ETF 464287507 2118 8054 SH SOLE 0 0 8054 ISHARES TR CORE S&P SCP ETF 464287804 304 2787 SH SOLE 0 0 2787 ISHARES TR CORE S&P500 ETF 464287200 2339 5428 SH SOLE 0 0 5428 ISHARES TR EAFE GRWTH ETF 464288885 473 4441 SH SOLE 0 0 4441 ISHARES TR S&P MC 400GR ETF 464287606 307 3880 SH SOLE 0 0 3880 ISHARES TR SHRT NAT MUN ETF 464288158 4159 38666 SH SOLE 0 0 38666 ISHARES TR SP SMCP600VL ETF 464287879 239 2370 SH SOLE 0 0 2370 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2462 80756 SH SOLE 0 0 80756 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1684 43517 SH SOLE 0 0 43517 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1949 46950 SH SOLE 0 0 46950 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 378 6671 SH SOLE 0 0 6671 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 263 4998 SH SOLE 0 0 4998 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 210 6388 SH SOLE 0 0 6388 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 724 18695 SH SOLE 0 0 18695 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1185 23154 SH SOLE 0 0 23154 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 277 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6517 44008 SH SOLE 0 0 44008 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1446 21422 SH SOLE 0 0 21422 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9153 87986 SH SOLE 0 0 87986 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8379 109295 SH SOLE 0 0 109295 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4332 43282 SH SOLE 0 0 43282 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 220 7608 SH SOLE 0 0 7608 SPDR SER TR BLOMBERG BRC INT 78464A334 338 10861 SH SOLE 0 0 10861 SPDR SER TR BLOMBERG BRC INV 78468R200 342 11154 SH SOLE 0 0 11154 SPDR SER TR BLOMBRG BRC INTL 78464A151 600 16996 SH SOLE 0 0 16996 SPDR SER TR NUVEEN BLMBRG SR 78468R739 7905 160023 SH SOLE 0 0 160023 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1515 5682 SH SOLE 0 0 5682 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 522 3710 SH SOLE 0 0 3710 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 2988 15176 SH SOLE 0 0 15176 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 830 4657 SH SOLE 0 0 4657 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 5278 33167 SH SOLE 0 0 33167 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1699 7190 SH SOLE 0 0 7190 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1875 13430 SH SOLE 0 0 13430 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1421 8394 SH SOLE 0 0 8394 VANGUARD INDEX FDS SMALL CP ETF 922908751 355 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2083 7436 SH SOLE 0 0 7436 VANGUARD INDEX FDS VALUE ETF 922908744 681 5032 SH SOLE 0 0 5032 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2638 52753 SH SOLE 0 0 52753 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 3228 15085 SH SOLE 0 0 15085 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2899 20631 SH SOLE 0 0 20631 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 368 7292 SH SOLE 0 0 7292