RR

Relaxing Retirement Coach

13F
Relaxing Retirement Coach
Last update 2023-07-27 76 Stocks (9 new)
Value $332.00 Mil Turnover 7 %
Countries:
Top Holdings: DFUS(19.32%)DFIC(16.15%)DFAS(8.81%)DFEM(7.40%)DFCF(6.91%)
Summary Stock Picks Current Portfolio
Relaxing Retirement Coach Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS
Dimensional U.S. Equity ETF
1,332,675
64,181.8
+3.62%
19.320
+0.67%
0.980
+20.05%
+7.40%
15,782.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2,211,197
53,665.7
+7.10%
16.150
+1.07%
1.630
+12.58%
+21.57%
9,637.7
 
DFAS
Dimensional U.S. Small Cap ETF
534,148
29,271.1
+4.57%
8.810
+0.39%
0.550
+17.53%
+0.75%
10,531.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
1,022,219
24,584.3
+7.36%
7.400
+0.51%
1.430
+19.37%
+16.72%
5,736.5
 
DFCF
Dimensional Core Fixed Income ETF
549,901
22,947.3
+17.74%
6.910
+1.04%
0.850
+2.07%
+3.71%
7,117.3
 
DFAT
Dimensional U.S. Targeted Value ETF
369,090
17,122.1
+12.28%
5.150
+0.56%
0.210
+17.36%
+0.20%
10,960.9
 
DFLV
Dimensional US Large Cap Value ETF
443,282
11,259.2
+36.64%
3.390
+0.91%
2.180
+11.22%
+5.02%
3,712.1
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
222,984
10,620.8
-0.81%
3.200
-0.03%
1.340
+1.17%
+0.28%
1,581.5
 
DFAR
Dimensional US Real Estate ETF
469,441
10,102.4
+23.03%
3.040
+0.57%
1.670
+3.62%
+2.14%
1,368.2
 
SCHX
Schwab U.S. Large-Cap ETF
163,157
8,544.5
-0.77%
2.570
-0.02%
0.030
+19.93%
+7.89%
56,889.6
 

Relaxing Retirement Coach's Historical Top Holdings Breakdowns

Relaxing Retirement Coach Total Holding History ($B)

To

Relaxing Retirement Coach's Asset Allocation

To

Relaxing Retirement Coach Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Relaxing Retirement Coach's Hypothetical Growth since 2023-06-30

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Year Portfolio % % Excess Gain %

Relaxing Retirement Coach's Holdings Heat Map

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