Relaxing Retirement Coach Buys Vanguard S&P 500 Value ETF, Microsoft Corp, iShares S&P Small-Cap 600 Growth ETF

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Jan 24, 2020
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Investment company Relaxing Retirement Coach (Current Portfolio) buys Vanguard S&P 500 Value ETF, Microsoft Corp, iShares S&P Small-Cap 600 Growth ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Relaxing Retirement Coach. As of 2019Q4, Relaxing Retirement Coach owns 44 stocks with a total value of $275 million. These are the details of the buys and sells.

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
  1. iShares Core S&P Mid-Cap ETF (IJH) - 124,135 shares, 9.27% of the total portfolio. Shares reduced by 0.37%
  2. Schwab U.S. Large-Cap ETF (SCHX) - 262,976 shares, 7.33% of the total portfolio. Shares reduced by 3.04%
  3. iShares Core S&P 500 ETF (IVV) - 51,388 shares, 6.03% of the total portfolio. Shares reduced by 4.47%
  4. Schwab Short-Term U.S. Treasury ETF (SCHO) - 315,463 shares, 5.78% of the total portfolio. Shares added by 5.45%
  5. SPDR Barclays Short Term International Treasury Bo (BWZ) - 506,087 shares, 5.67% of the total portfolio. Shares added by 3.12%
New Purchase: Vanguard S&P 500 Value ETF (VOOV)

Relaxing Retirement Coach initiated holding in Vanguard S&P 500 Value ETF. The purchase prices were between $111.31 and $125.71, with an estimated average price of $120.31. The stock is now traded at around $125.50. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,756 shares as of .

New Purchase: Microsoft Corp (MSFT)

Relaxing Retirement Coach initiated holding in Microsoft Corp. The purchase prices were between $134.65 and $158.96, with an estimated average price of $147.3. The stock is now traded at around $165.04. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,370 shares as of .

New Purchase: iShares S&P Small-Cap 600 Growth ETF (IJT)

Relaxing Retirement Coach initiated holding in iShares S&P Small-Cap 600 Growth ETF. The purchase prices were between $172.41 and $194.02, with an estimated average price of $184.4. The stock is now traded at around $196.14. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,056 shares as of .



Here is the complete portfolio of Relaxing Retirement Coach. Also check out:

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2. Relaxing Retirement Coach's Top Growth Companies, and
3. Relaxing Retirement Coach's High Yield stocks
4. Stocks that Relaxing Retirement Coach keeps buying