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  Name: Relaxing Retirement Coach
  City: WELLESLEY
  State: MA
  Zip: 02481
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $332,274,000
  Total Value Change : $32,084,000
  Securities Held Change : 9
   
All Securities Held : 76
  New Positions : 9
  Closed Positions : 0
  Increased Positions : 33
  Unchanged Positions : 14
  Decreased Positions : 20

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 29 - $320.53 $1,304,000 5,132 0.39% 121,000 0 0.025    N/A
   (IVOO)1 Year Chart         IVOO Vanguard S&Amp;P Mid-Cap 40... 41 - $99.03 $825,000 9,314 0.25% 36,000 0 0.108    Closed - End Fund - E...
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 45 - $177.17 $580,000 3,724 0.17% 34,000 0 0.03    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 46 - $462.96 $537,000 1,453 0.16% 71,000 0 0    Closed - End Fund - Debt
   (CI)1 Year Chart         CI Cigna Corporation 49 - $338.10 $465,000 1,656 0.14% 42,000 0 0    Health Care Plans
   (MCO)1 Year Chart         MCO Moodys Corp 55 - $403.70 $378,000 1,088 0.11% 45,000 0 0.001    Business Services
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 58 - $0.00 $348,000 9,924 0.1% 18,000 0 0.011    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 60 - $217.92 $323,000 1,622 0.1% 16,000 0 0.001    Closed - End Fund - E...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 61 - $87.51 $291,000 3,880 0.09% 14,000 0 0.004    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 63 - $104.25 $279,000 2,681 0.08% -2,000 0 0.003    Closed - End Fund - Debt
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 64 - $77.89 $271,000 3,732 0.08% -2,000 0 0.001    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 66 - $170.01 $249,000 1,861 0.07% 5,000 0 0    Diversified Computer ...
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 68 - $0.00 $226,000 7,431 0.07% 3,000 0 0.149    N/A
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 69 - $98.00 $225,000 2,370 0.07% 3,000 0 0.003    Closed - End Fund - E...
      14 Records Found
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