0001085146-22-002383.txt : 20220713 0001085146-22-002383.hdr.sgml : 20220713 20220713133707 ACCESSION NUMBER: 0001085146-22-002383 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080798 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 06-30-2022 06-30-2022 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 07-11-2022 0 57 198276 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 891 8202 SH SOLE 0 0 8202 ABIOMED INC COM 003654100 248 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR CO INC COM 025537101 402 4194 SH SOLE 0 0 4194 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 6347 145515 SH SOLE 0 0 145515 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 5602 238079 SH SOLE 0 0 238079 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 9280 400672 SH SOLE 0 0 400672 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 698 24160 SH SOLE 0 0 24160 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 17197 712371 SH SOLE 0 0 712371 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 14067 653664 SH SOLE 0 0 653664 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 415 19912 SH SOLE 0 0 19912 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 10848 225669 SH SOLE 0 0 225669 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 40596 996224 SH SOLE 0 0 996224 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 2023 87535 SH SOLE 0 0 87535 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 18936 394497 SH SOLE 0 0 394497 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 10955 272369 SH SOLE 0 0 272369 INTERNATIONAL BUSINESS MACHS COM 459200101 263 1861 SH SOLE 0 0 1861 INVESCO QQQ TR UNIT SER 1 46090E103 407 1453 SH SOLE 0 0 1453 ISHARES TR CORE S&P MCP ETF 464287507 2032 8981 SH SOLE 0 0 8981 ISHARES TR CORE S&P SCP ETF 464287804 206 2226 SH SOLE 0 0 2226 ISHARES TR CORE S&P500 ETF 464287200 1967 5187 SH SOLE 0 0 5187 ISHARES TR GL CLEAN ENE ETF 464288224 199 10461 SH SOLE 0 0 10461 ISHARES TR S&P MC 400GR ETF 464287606 247 3880 SH SOLE 0 0 3880 ISHARES TR SHRT NAT MUN ETF 464288158 225 2147 SH SOLE 0 0 2147 ISHARES TR SP SMCP600VL ETF 464287879 211 2370 SH SOLE 0 0 2370 LINDE PLC SHS G5494J103 201 700 SH SOLE 0 0 700 PROCTER AND GAMBLE CO COM 742718109 514 3572 SH SOLE 0 0 3572 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1961 77257 SH SOLE 0 0 77257 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1334 42411 SH SOLE 0 0 42411 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1389 44484 SH SOLE 0 0 44484 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 200 3867 SH SOLE 0 0 3867 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 222 4904 SH SOLE 0 0 4904 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 527 17326 SH SOLE 0 0 17326 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 433 8807 SH SOLE 0 0 8807 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 267 3732 SH SOLE 0 0 3732 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5081 87614 SH SOLE 0 0 87614 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1238 19831 SH SOLE 0 0 19831 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7544 168934 SH SOLE 0 0 168934 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6534 104159 SH SOLE 0 0 104159 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3310 84888 SH SOLE 0 0 84888 SPDR SER TR BLOOMBERG SHORT 78464A334 212 7860 SH SOLE 0 0 7860 SPDR SER TR NUVEEN BLMBRG SH 78468R739 321 6801 SH SOLE 0 0 6801 TRAVELERS COMPANIES INC COM 89417E109 271 1600 SH SOLE 0 0 1600 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1237 5682 SH SOLE 0 0 5682 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 495 3724 SH SOLE 0 0 3724 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 2362 14946 SH SOLE 0 0 14946 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 713 4657 SH SOLE 0 0 4657 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 4429 30644 SH SOLE 0 0 30644 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1153 6577 SH SOLE 0 0 6577 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1753 13536 SH SOLE 0 0 13536 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1167 7786 SH SOLE 0 0 7786 VANGUARD INDEX FDS SMALL CP ETF 922908751 286 1622 SH SOLE 0 0 1622 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1355 6875 SH SOLE 0 0 6875 VANGUARD INDEX FDS VALUE ETF 922908744 649 4919 SH SOLE 0 0 4919 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2040 48976 SH SOLE 0 0 48976 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 2132 14212 SH SOLE 0 0 14212 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2386 20025 SH SOLE 0 0 20025 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 298 7292 SH SOLE 0 0 7292