Relaxing Retirement Coach Portfolio Holdings by Sector
Relaxing Retirement Coach
- $320 Million
- Q2 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUS DFIC DFAS DFEM DFCF DFAT DFNM DFAR 58 stocks |
$312,623
97.67% of portfolio
|
  29  
|
  19  
|
  8  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV MRK LLY BIIB 4 stocks |
$2,562
0.8% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$991
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$895
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$856
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI 1 stocks |
$464
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$430
0.13% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
$378
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CATC 1 stocks |
$358
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$279
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$249
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|