$200 Million is the total value of Reliant Wealth Planning's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $41,236,000 | – | 1,936,869 | +100.0% | 20.66% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $41,098,000 | – | 565,385 | +100.0% | 20.59% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $36,917,000 | – | 114,209 | +100.0% | 18.50% | – |
| VOO | New | VANGUARD INDEX FDS | $30,125,000 | – | 101,842 | +100.0% | 15.10% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $24,911,000 | – | 106,735 | +100.0% | 12.48% | – |
| INTF | New | ISHARES TRmultifactor intl | $15,728,000 | – | 581,443 | +100.0% | 7.88% | – |
| QUAL | New | ISHARES TRusa quality fctr | $8,333,000 | – | 82,503 | +100.0% | 4.18% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $1,222,000 | – | 9,109 | +100.0% | 0.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-09-03
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.