$284 Million is the total value of Rezny Wealth Management, Inc.'s 23 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WWD | WOODWARD INC | $874,542 | +4.5% | 7,038 | 0.0% | 0.31% | +9.2% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $269,973 | -3.6% | 1,271 | 0.0% | 0.10% | +1.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE S&P500 ETF | 35 | Q3 2023 | 38.7% |
SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF | 35 | Q3 2023 | 11.1% |
VANGUARD TOTAL STOCK MARKET ETF | 34 | Q3 2023 | 23.4% |
ISHARES TRUST CORE S&P SCP ETF | 28 | Q4 2022 | 13.8% |
LIMITED BRANDS INC COM | 26 | Q2 2021 | 3.8% |
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT INDEX | 22 | Q3 2023 | 6.3% |
SPDR TR S&P 500 ETF TR | 22 | Q3 2023 | 0.8% |
VANGUARD INDEX FDS | 21 | Q3 2023 | 19.1% |
ISHARES TRUST FLTG RATE NT ETF | 21 | Q3 2023 | 6.3% |
VANGUARD SHRT TRM CORP BD ETF | 17 | Q3 2023 | 7.1% |
View Rezny Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-02-12 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-28 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-28 |
13F-HR/A | 2022-08-11 |
13F-HR | 2022-08-08 |
13F-HR/A | 2022-05-06 |
View Rezny Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.