$189 Million is the total value of Reliant Wealth Planning's 19 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 110.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $57,977,472 | +1.7% | 615,537 | +5.6% | 30.76% | -10.6% |
| VOO | Sell | VANGUARD INDEX FDS | $42,455,190 | -7.1% | 108,111 | -3.6% | 22.52% | -18.3% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $35,149,959 | +22.9% | 496,749 | +26.1% | 18.65% | +8.0% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $21,989,905 | +7.3% | 304,106 | +11.6% | 11.66% | -5.7% |
| EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $13,068,038 | – | 327,684 | +100.0% | 6.93% | – |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $6,355,875 | +3.8% | 250,626 | +3.5% | 3.37% | -8.7% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $6,196,735 | +3.7% | 249,667 | +3.7% | 3.29% | -8.8% |
| IBDR | New | ISHARES TRibonds dec2026 | $559,690 | – | 23,985 | +100.0% | 0.30% | – |
| IBTG | New | ISHARES TRibonds 26 trm ts | $559,481 | – | 24,899 | +100.0% | 0.30% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $542,233 | – | 22,250 | +100.0% | 0.29% | – |
| IBTF | New | ISHARES TRibonds 25 trm ts | $542,334 | – | 23,498 | +100.0% | 0.29% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $525,883 | – | 21,265 | +100.0% | 0.28% | – |
| IBTE | New | ISHARES TRibonds 24 trm ts | $525,052 | – | 22,024 | +100.0% | 0.28% | – |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $451,791 | -3.6% | 9,063 | 0.0% | 0.24% | -15.2% | |
| New | CAPITAL GROUP GBL GROWTH EQT | $442,952 | – | 19,326 | +100.0% | 0.24% | – | |
| IWF | ISHARES TRrus 1000 grw etf | $358,289 | -3.3% | 1,347 | 0.0% | 0.19% | -15.2% | |
| IBTH | New | ISHARES TRibonds 27 trm ts | $286,563 | – | 13,115 | +100.0% | 0.15% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $285,848 | – | 12,353 | +100.0% | 0.15% | – |
| YUM | Sell | YUM BRANDS INC | $233,388 | -52.1% | 1,868 | -46.9% | 0.12% | -57.8% |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -3,251 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 34.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 27.6% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q3 2022 | 19.9% |
| SCHWAB STRATEGIC TR | 11 | Q3 2022 | 19.1% |
| ISHARES TR | 10 | Q3 2022 | 9.4% |
| ISHARES TR | 7 | Q3 2023 | 0.2% |
| SCHWAB STRATEGIC TR | 6 | Q3 2023 | 18.7% |
| ISHARES TR | 6 | Q3 2023 | 3.8% |
| ISHARES TR | 6 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 6 | Q3 2023 | 0.5% |
View Reliant Wealth Planning's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-09 |
View Reliant Wealth Planning'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.