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| Name: |
Relaxing Retirement Coach |
| City: |
WELLESLEY |
| State: |
MA |
| Zip: |
02481 |
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data |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFNM |
Dfa Dimensional National Mu... |
8 |
- |
$0.00 |
$10,621,000 |
222,984 |
3.2% |
-240,000 |
-1,816 |
2.071 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
10 |
- |
$62.78 |
$8,544,000 |
163,157 |
2.57% |
591,000 |
-1,271 |
0.006 |
Closed - End Fund - Debt |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
11 |
- |
$80.48 |
$7,154,000 |
100,713 |
2.15% |
291,000 |
-437 |
0.087 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
12 |
- |
$94.73 |
$6,352,000 |
84,747 |
1.91% |
745,000 |
-1,283 |
0.008 |
Closed - End Fund - Debt |
|
|
IVOV |
Vanguard S&p Mid Cap 40... |
13 |
- |
$90.27 |
$4,776,000 |
58,014 |
1.44% |
142,000 |
-894 |
1.305 |
N/A |
|
|
IVOG |
Vanguard S&p Mid Cap 40... |
18 |
- |
$112.09 |
$2,484,000 |
26,571 |
0.75% |
-122,000 |
-2,764 |
0.58 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
19 |
- |
$60.31 |
$2,407,000 |
9,206 |
0.72% |
33,000 |
-284 |
0.004 |
Closed - End Fund - E... |
|
|
VTWG |
Vangard Russell 2000 Growth |
20 |
- |
$193.06 |
$2,348,000 |
13,305 |
0.71% |
131,000 |
-127 |
0.584 |
N/A |
|
|
VTWV |
Vanguard Russell 2000 Value... |
22 |
- |
$139.67 |
$2,310,000 |
18,679 |
0.7% |
25,000 |
-287 |
0.479 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
23 |
- |
$0.00 |
$1,749,000 |
64,026 |
0.53% |
-2,437,000 |
-91,292 |
0.071 |
N/A |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
26 |
- |
$155.59 |
$1,501,000 |
10,847 |
0.45% |
20,000 |
-199 |
0.012 |
Closed - End Fund - E... |
|
|
SCHV |
Schwab Strategic Trust |
30 |
- |
$75.86 |
$1,277,000 |
19,036 |
0.38% |
16,000 |
-192 |
0.015 |
Closed - End Fund - Debt |
|
|
VOT |
Van Kampen Municipal Opport... |
31 |
- |
$233.88 |
$1,256,000 |
6,102 |
0.38% |
-16,000 |
-423 |
0.013 |
Closed - End Fund - Debt |
|
|
SCHF |
Schwab Strategic Trust |
32 |
- |
$39.72 |
$1,253,000 |
35,160 |
0.38% |
14,000 |
-441 |
0.004 |
Closed - End Fund - Debt |
|
|
VWO |
Vanguard Emerging Markets S... |
34 |
- |
$44.89 |
$1,208,000 |
29,698 |
0.36% |
-91,000 |
-2,462 |
0 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
33 |
- |
$190.08 |
$1,208,000 |
7,305 |
0.36% |
43,000 |
-31 |
0.006 |
Closed - End Fund - E... |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
40 |
- |
$0.00 |
$837,000 |
35,661 |
0.25% |
-254,000 |
-11,738 |
0.006 |
N/A |
|
|
FNDC |
Schwab Fundamental Internat... |
47 |
- |
$36.09 |
$493,000 |
14,843 |
0.15% |
-5,000 |
-179 |
0.016 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
53 |
- |
$0.00 |
$393,000 |
13,706 |
0.12% |
20,000 |
-296 |
0.08 |
N/A |
|
|
FNDA |
Schwab Fundamental Us Small... |
70 |
- |
$56.83 |
$216,000 |
4,289 |
0.07% |
-5,000 |
-251 |
0.004 |
N/A |
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