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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
+3.51%
1 Year Est. Return
+11.51%
3 Year Est. Return
+28.56%
5 Year Est. Return
+25.04%
10 Year Est. Return
–
AUM
$308M
AUM Growth
–
Cap. Flow
+$303M
Cap. Flow %
98.45%
Top 10 Hldgs %
46.44%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–

Top Buys

1
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$17M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$16.6M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$15M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$14.7M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.13%
2 Utilities 0.09%
3 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$72.7B
$17.1M 5.55%
+1,604,742
New +$16.6M
FLRN icon
2
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$17M 5.53%
+554,127
New +$17M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$273M
$15.2M 4.93%
+472,570
New +$15M
EFV icon
4
iShares MSCI EAFE Value ETF
EFV
$26.1B
$14.8M 4.82%
+268,566
New +$14.7M
SCHC icon
5
Schwab International Small-Cap Equity ETF
SCHC
$5.41B
$14.8M 4.81%
+403,916
New +$14.6M
SCHE icon
6
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$14.7M 4.78%
+526,364
New +$14.5M
SCHG icon
7
Schwab US Large-Cap Growth ETF
SCHG
$60.7B
$13.5M 4.38%
+1,524,880
New +$13.1M
SCHF icon
8
Schwab International Equity ETF
SCHF
$66.3B
$12.3M 3.99%
+720,984
New +$12.3M
VBR icon
9
Vanguard Small-Cap Value ETF
VBR
$37B
$11.9M 3.86%
+89,472
New +$11.6M
SCHM icon
10
Schwab US Mid-Cap ETF
SCHM
$14.7B
$11.6M 3.77%
+653,904
New +$11.3M
SCHV
11
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$11.3M 3.66%
+617,439
New +$11M
IJH icon
12
iShares Core S&P Mid-Cap ETF
IJH
$123B
$11.2M 3.63%
+294,400
New +$10.9M
VOE icon
13
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$8.98M 2.92%
+80,483
New +$8.71M
EFG icon
14
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$8.8M 2.86%
+108,879
New +$8.63M
IBND icon
15
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$459M
$8.79M 2.86%
+248,780
New +$8.63M
IVOV icon
16
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
$8.49M 2.76%
+139,436
New +$8.35M
SCHO icon
17
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$8M 2.6%
+319,788
New +$8.03M
IVOG icon
18
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.64B
$7.87M 2.56%
+118,268
New +$7.73M
SCHA icon
19
Schwab U.S Small- Cap ETF
SCHA
$23B
$7.06M 2.3%
+405,400
New +$6.94M
IVV icon
20
iShares Core S&P 500 ETF
IVV
$893B
$6.73M 2.19%
+25,017
New +$6.55M
FNDF icon
21
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$6.6M 2.15%
+217,130
New +$6.57M
VTWG icon
22
Vanguard Russell 2000 Growth ETF
VTWG
$1.52B
$6.36M 2.07%
+46,964
New +$6.22M
VTV icon
23
Vanguard Value ETF
VTV
$186B
$6.14M 2%
+57,797
New +$5.96M
SCHR
24
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$6.14M 2%
+230,268
New +$6.18M
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$5.57M 1.81%
+121,420
New +$5.43M
1
2 3

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