- New Purchases: SCHA, IJS,
- Added Positions: SHM, SUB, IVOO, VWO,
- Reduced Positions: IJH, IVV, FNDF, SCHF, SCHC, IJR, EWX, VOE, BWZ, IBND, SCHE, SCHX, VTV, SCHR, SCHO, VBR, FNDA, FLRN, VBK, SCHM, EFG, VOOG,
- Sold Out: EFV, SCHH, FNDE,
For the details of Relaxing Retirement Coach's stock buys and sells, go to https://www.gurufocus.com/guru/relaxing+retirement+coach/current-portfolio/portfolio
These are the top 5 holdings of Relaxing Retirement Coach- Schwab U.S. Large-Cap ETF (SCHX) - 90,060 shares, 12.03% of the total portfolio. Shares reduced by 5.28%
- Schwab U.S. Mid-Cap ETF (SCHM) - 111,781 shares, 11.57% of the total portfolio. Shares reduced by 1.24%
- SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM) - 121,460 shares, 8.37% of the total portfolio. Shares added by 17.58%
- Schwab U.S. Large-Cap Growth ETF (SCHG) - 44,289 shares, 7.99% of the total portfolio. Shares reduced by 0.25%
- Schwab U.S. Small-Cap ETF (SCHA) - 46,167 shares, 6.40% of the total portfolio. New Position
Relaxing Retirement Coach initiated holding in Schwab U.S. Small-Cap ETF. The purchase prices were between $87.78 and $105.25, with an estimated average price of $98.37. The stock is now traded at around $102.720000. The impact to a portfolio due to this purchase was 6.4%. The holding were 46,167 shares as of 2021-03-31.
New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)Relaxing Retirement Coach initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $80.09 and $107.56, with an estimated average price of $94.36. The stock is now traded at around $102.600000. The impact to a portfolio due to this purchase was 0.33%. The holding were 2,370 shares as of 2021-03-31.
Sold Out: BTC iShares MSCI EAFE Value ETF (EFV)Relaxing Retirement Coach sold out a holding in BTC iShares MSCI EAFE Value ETF. The sale prices were between $46.93 and $51.65, with an estimated average price of $49.73.
Sold Out: Schwab U.S. REIT ETF (SCHH)Relaxing Retirement Coach sold out a holding in Schwab U.S. REIT ETF. The sale prices were between $36.48 and $41.57, with an estimated average price of $39.09.
Sold Out: Schwab Fundamental Emerging Markets Large Company (FNDE)Relaxing Retirement Coach sold out a holding in Schwab Fundamental Emerging Markets Large Company . The sale prices were between $28.31 and $31.2, with an estimated average price of $30.05.
Here is the complete portfolio of Relaxing Retirement Coach. Also check out:
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