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RRC

Relaxing Retirement Coach Portfolio holdings

AUM $332M
1-Year Est. Return 11.51%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+11.51%
3 Year Est. Return
+28.56%
5 Year Est. Return
+25.04%
10 Year Est. Return
–
AUM
$332M
AUM Growth
+$32.1M
Cap. Flow
+$20.5M
Cap. Flow %
6.18%
Top 10 Hldgs %
75.93%
Holding
76
New
9
Increased
33
Reduced
20
Closed
–

Top Buys

1
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.56M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.5M
3
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$2.92M
4
DFUS
Dimensional US Equity ETF
DFUS
+$2.12M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.86M

Top Sells

1
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.5M
2
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$271K
3
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$245K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$99.3K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$88K

Sector Composition

1 Healthcare 1.18%
2 Financials 0.31%
3 Consumer Staples 0.26%
4 Energy 0.13%
5 Materials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOE icon
26
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$1.5M 0.45%
10,847
-199
-2% -$26.5K
SCHC icon
27
Schwab International Small-Cap Equity ETF
SCHC
$5.43B
$1.47M 0.44%
43,670
+7,991
+22% +$270K
SCHE icon
28
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$1.47M 0.44%
59,755
+114
+0.2% +$2.79K
VOOG icon
29
Vanguard S&P 500 Growth ETF
VOOG
$26.5B
$1.3M 0.39%
30,792
– –
SCHV
30
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$1.28M 0.38%
57,108
-576
-1% -$12.6K
VOT icon
31
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$1.26M 0.38%
6,102
-423
-6% -$82K
SCHF icon
32
Schwab International Equity ETF
SCHF
$66.5B
$1.25M 0.38%
70,320
-882
-1% -$15.7K
VBR icon
33
Vanguard Small-Cap Value ETF
VBR
$36.8B
$1.21M 0.36%
7,305
-31
-0.4% -$4.88K
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$1.21M 0.36%
29,698
-2,462
-8% -$99.3K
DFIS icon
35
Dimensional International Small Cap ETF
DFIS
$5.88B
$1.17M 0.35%
51,150
+3,086
+6% +$71.1K
ABBV icon
36
AbbVie
ABBV
$431B
$1.11M 0.33%
8,230
+28
+0.3% +$4.11K
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$668B
$992K 0.3%
4,503
+3,169
+238% +$661K
ABT icon
38
Abbott
ABT
$155B
$895K 0.27%
8,211
+9
+0.1% +$959
PG icon
39
Procter & Gamble
PG
$345B
$857K 0.26%
5,646
+15
+0.3% +$2.26K
DFAE icon
40
Dimensional Emerging Core Equity Market ETF
DFAE
$9.45B
$837K 0.25%
35,661
-11,738
-25% -$271K
IVOO icon
41
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
$825K 0.25%
9,314
– –
MRK icon
42
Merck
MRK
$305B
$668K 0.2%
5,788
+52
+0.9% +$5.9K
VTV icon
43
Vanguard Value ETF
VTV
$186B
$660K 0.2%
4,644
+110
+2% +$15.3K
LLY icon
44
Eli Lilly
LLY
$1.03T
$584K 0.18%
1,245
+157
+14% +$65.8K
VOOV icon
45
Vanguard S&P 500 Value ETF
VOOV
$6.56B
$580K 0.17%
3,724
– –
QQQ icon
46
Invesco QQQ Trust
QQQ
$481B
$537K 0.16%
1,453
– –
FNDC icon
47
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
$493K 0.15%
14,843
-179
-1% -$5.98K
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$229B
$481K 0.14%
10,420
+5,183
+99% +$238K
CI icon
49
Cigna
CI
$78.8B
$465K 0.14%
1,656
– –
AVEM icon
50
Avantis Emerging Markets Equity ETF
AVEM
$25.3B
$461K 0.14%
+8,569
New +$456K
1
2
3 4

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