$192 Million is the total value of Reliant Wealth Planning's 8 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 150.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $41,188,000 | – | 660,697 | +100.0% | 21.49% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $33,050,000 | -19.6% | 577,701 | +2.2% | 17.24% | -16.3% |
| AGG | New | ISHARES TRcore us aggbd et | $29,399,000 | – | 254,820 | +100.0% | 15.34% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $27,611,000 | – | 533,746 | +100.0% | 14.40% | – |
| VOO | Buy | VANGUARD INDEX FDS | $24,306,000 | -19.3% | 102,634 | +0.8% | 12.68% | -16.0% |
| GVI | New | ISHARES TRintrm gov cr etf | $23,339,000 | – | 203,446 | +100.0% | 12.18% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $11,335,000 | – | 130,787 | +100.0% | 5.91% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $1,459,000 | – | 27,586 | +100.0% | 0.76% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -9,109 | -100.0% | -0.61% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -82,503 | -100.0% | -4.18% | – |
| INTF | Exit | ISHARES TRmultifactor intl | $0 | – | -581,443 | -100.0% | -7.88% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -106,735 | -100.0% | -12.48% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -114,209 | -100.0% | -18.50% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,936,869 | -100.0% | -20.66% | – |
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.