- New Purchases: TRV,
- Added Positions: IJR, FNDA, EWX, SCHH, SPDW, VOE,
- Reduced Positions: SCHO, SCHC, VTV, SCHV, SCHE, BWZ, VOT, SCHR, FLRN, SCHM, IVV, SCHA, SCHG, EFG, SUB, VBK, VWO, VOOG, VSS,
- Sold Out: VUG,
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- iShares Core S&P Mid-Cap (IJH) - 122,505 shares, 8.96% of the total portfolio. Shares added by 0.12%
- Schwab U.S. Large-Cap (SCHX) - 291,129 shares, 7.60% of the total portfolio. Shares reduced by 0.93%
- iShares Core S&P 500 (IVV) - 57,375 shares, 6.31% of the total portfolio. Shares reduced by 1.19%
- SPDR Bloomberg Barclays Short Term International T (BWZ) - 476,332 shares, 5.62% of the total portfolio. Shares reduced by 1.73%
- Schwab Short-Term U.S. Treasury (SCHO) - 280,995 shares, 5.45% of the total portfolio. Shares reduced by 7.16%
Relaxing Retirement Coach initiated holding in The Travelers Companies Inc. The purchase prices were between $115.26 and $137.16, with an estimated average price of $127.77. The stock is now traded at around $136.61. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,600 shares as of .
Sold Out: Vanguard Growth (VUG)Relaxing Retirement Coach sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.
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