Relaxing Retirement Coach
Q2 2023 13F Holdings
- Locationwellesley, MA
- Num holdings
76
- Value ($000)
$332,273
- Date Filed 07/27/2023
- Form type13F-HR
- CIK 0001728449
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | $64.18M | 19 % | 1,332,675 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $53.67M | 16 % | 2,211,197 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $29.27M | 9 % | 534,148 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $24.58M | 7 % | 1,022,219 | ||
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $22.95M | 7 % | 549,901 | ||
D DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $17.12M | 5 % | 369,090 | ||
D DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $11.26M | 3 % | 443,282 | ||
D DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $10.62M | 3 % | 222,984 | ||
D DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $10.10M | 3 % | 469,441 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $8.54M | 3 % | 163,157 |
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