- New Purchases: SHM, QQQ,
- Added Positions: SUB,
- Reduced Positions: IJH, BWZ, SCHO, SCHR, VBR, IVV, SCHF, IJR, SCHC, SCHX, FNDF, VOE, VTV, SCHH, EFV, SCHE, EWX, FNDA, FLRN, VWO, SCHM, SCHA, VEA, VBK, SCHV, VOT, VB, EFG, SCHG, IVOO, IJK,
- Sold Out: SPDW, PG, VSS, CWI, MSFT, IBM, SCHD,
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 (SCHX) - 152,586 shares, 9.40% of the total portfolio. Shares reduced by 14.33%
- iShares Core S&P Mid-Cap (IJH) - 49,869 shares, 7.37% of the total portfolio. Shares reduced by 32.5%
- iShares Core S&P 500 (IVV) - 21,881 shares, 5.63% of the total portfolio. Shares reduced by 26.36%
- Schwab U.S. Mid Cap (SCHM) - 113,841 shares, 4.98% of the total portfolio. Shares reduced by 7.18%
- Schwab Short-Term U.S. Treasury (SCHO) - 115,061 shares, 4.94% of the total portfolio. Shares reduced by 30.6%
Relaxing Retirement Coach initiated holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The purchase prices were between $48.24 and $49.96, with an estimated average price of $49.4. The stock is now traded at around $49.88. The impact to a portfolio due to this purchase was 3.81%. The holding were 91,815 shares as of .
New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)Relaxing Retirement Coach initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $258.54. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,867 shares as of .
Sold Out: SPDR Portfolio Developed World ex-US (SPDW)Relaxing Retirement Coach sold out a holding in SPDR Portfolio Developed World ex-US. The sale prices were between $22.87 and $29.3, with an estimated average price of $26.11.
Sold Out: Procter & Gamble Co (PG)Relaxing Retirement Coach sold out a holding in Procter & Gamble Co. The sale prices were between $109.33 and $124.69, with an estimated average price of $116.42.
Sold Out: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)Relaxing Retirement Coach sold out a holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The sale prices were between $74.55 and $100.43, with an estimated average price of $89.06.
Sold Out: SPDR MSCI ACWI ex-US (CWI)Relaxing Retirement Coach sold out a holding in SPDR MSCI ACWI ex-US. The sale prices were between $18.66 and $23.48, with an estimated average price of $21.19.
Sold Out: Microsoft Corp (MSFT)Relaxing Retirement Coach sold out a holding in Microsoft Corp. The sale prices were between $152.11 and $203.51, with an estimated average price of $180.95.
Sold Out: Schwab US Dividend Equity (SCHD)Relaxing Retirement Coach sold out a holding in Schwab US Dividend Equity. The sale prices were between $43.56 and $56.5, with an estimated average price of $50.55.
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