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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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RELAXING RETIREMENT COACH

Time Period2019-06-30

Total Holdings51

Total Value ($x1000)327,346
Activities
New0

Increased16

Unchanged12

Decreased23

Sold Out0

Top 10 Stock Holdingstotal 47.84%
IJH7.38

SCHX5.97

IVV5

IBND4.74

BWZ4.57

 
SCHO4.53

SCHC4.09

FNDF3.88

SCHF3.86

VBR3.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IJH
7.38%
CORE S&P MCP ETF
SCHX
5.97%
US LRG CAP ETF
IVV
5%
CORE S&P500 ETF
IBND
4.74%
BRCLY INTL CRP
BWZ
4.57%
SHRT INTL ETF
SCHO
4.53%
SHT TM US TRES
SCHC
4.09%
INTL SCEQT ETF
FNDF
3.88%
SCHWB FDT INT LG
SCHF
3.86%
INTL EQTY ETF
VBR
3.82%
SM CP VAL ETF
SCHR
3.66%
INTRM TRM TRES
EFV
3.43%
EAFE VALUE ETF
VOE
3.4%
MCAP VL IDXVIP
SCHH
3.27%
US REIT ETF
VTV
3.24%
VALUE ETF
FNDC
3.22%
SCHWB FDT INT SC
IJR
3.13%
CORE S&P SCP ETF
EWX
2.92%
S&P EMKTSC ETF
SCHE
2.63%
EMRG MKTEQ ETF
FNDE
2.38%
SCHWB FDT EMK LG
SCHM
2.29%
US MID-CAP ETF
FLRN
2.28%
INV GRD FLT RT
FNDA
1.92%
SCHWAB FDT US SC
IVOV
1.76%
MIDCP 400 VAL
VTWV
1.49%
VNG RUS2000VAL
SCHG
1.25%
US LCAP GR ETF
SCHA
1.22%
US SML CAP ETF
SUB
1.12%
SHT NTLAMTFR ETF
VWO
1.04%
FTSE EMR MKT ETF
IVOG
0.99%
MIDCP 400 GRTH
VTWG
0.97%
VNG RUS2000GRW
VBK
0.63%
SML CP GRW ETF
GWL
0.55%
S&P WRLD EX US
SCHV
0.53%
US LCAP VA ETF
VOT
0.47%
MCAP GR IDXVIP
VOOG
0.31%
500 GRTH IDX F
VEA
0.23%
FTSE DEV MKT ETF
VSS
0.23%
FTSE SMCAP ETF
ABT
0.21%
COM
IVOO
0.19%
MIDCP 400 IDX
EFG
0.17%
EAFE GRWTH ETF
VB
0.15%
SMALL CP ETF
VOOV
0.13%
500 VAL IDX FD
CWI
0.13%
MSCI ACWI EXUS
PG
0.12%
COM
AEP
0.1%
COM
IJK
0.09%
S&P MC 400GR ETF
ABMD
0.08%
COM
IBM
0.08%
COM
TRV
0.07%
COM
SCHD
0.07%
US DIVIDEND EQ