Legal Name: THE RELAXING RETIREMENT COACH, INC.
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
124,333 |
$24,157k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
278,611 |
$19,549k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
55,573 |
$16,381k |
|
|
SPDR SERIES TRUST (78464A151)
|
453,886 |
$15,527k |
|
|
SPDR SERIES TRUST (78464A334)
|
481,406 |
$14,969k |
|
|
SCHWAB STRATEGIC T (808524862)
|
293,509 |
$14,842k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
410,103 |
$13,391k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
455,301 |
$12,686k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
393,550 |
$12,626k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
95,903 |
$12,518k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
217,835 |
$11,974k |
|
|
ISHARES (464288877)
|
234,001 |
$11,238k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
100,145 |
$11,144k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
241,184 |
$10,718k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
95,657 |
$10,611k |
|
|
SCHWAB STRATEGIC TR (808524748)
|
337,918 |
$10,556k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
130,746 |
$10,241k |
|
|
SPDR INDEX SHS FDS (78463X756)
|
213,915 |
$9,560k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
327,722 |
$8,603k |
|
|
SCHWAB STRATEGIC TRUST (808524730)
|
271,076 |
$7,785k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
131,588 |
$7,509k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
242,789 |
$7,459k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
166,563 |
$6,273k |
|
|
VANGUARD ADMIRAL FDS INC (921932844)
|
46,862 |
$5,762k |
|
|
VANGUARD SCOTTSDALE FDS (92206C649)
|
46,175 |
$4,862k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
49,309 |
$4,103k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
55,804 |
$3,988k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
34,419 |
$3,667k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
79,620 |
$3,389k |
|
|
VANGUARD ADMIRAL FDS INC (921932869)
|
23,164 |
$3,251k |
|
|
Vanguard Scottsdale Fds (92206c623)
|
21,576 |
$3,165k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
11,022 |
$2,053k |
|
|
S&P WRLD EX US (78463X889)
|
60,575 |
$1,790k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
30,781 |
$1,729k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
10,240 |
$1,528k |
|
|
Vanguard S&P 500 Growth (921932505)
|
6,263 |
$1,009k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
18,280 |
$761k |
|
|
VANGUARD INTL EQUITY (922042718)
|
7,037 |
$742k |
|
|
ABBOTT LABS (002824100)
|
8,202 |
$690k |
|
|
VANGUARD ADMIRAL FDS INC (921932885)
|
4,815 |
$632k |
|
|
ISHARES (464288885)
|
6,921 |
$560k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,190 |
$499k |
|
|
VANGUARD ADMIRAL FDS INC (921932703)
|
3,735 |
$421k |
|
|
SPDR INDEX SHS FDS (78463X848)
|
11,313 |
$416k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,572 |
$392k |
|
|
AEP (025537101)
|
3,844 |
$338k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
1,272 |
$288k |
|
|
ABIOMED INC (003654100)
|
1,000 |
$260k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,861 |
$257k |
|
|
TRAVELERS CO(THE) (89417E109)
|
1,600 |
$239k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
4,480 |
$238k |
|
