$161 Million is the total value of Reliant Wealth Planning's 9 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $40,150,000 | +21.5% | 578,195 | +0.1% | 24.92% | +44.6% |
| VOO | Buy | VANGUARD INDEX FDS | $29,240,000 | +20.3% | 103,167 | +0.5% | 18.15% | +43.2% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $27,909,000 | +1.1% | 540,559 | +1.3% | 17.32% | +20.3% |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $25,900,000 | – | 108,872 | +100.0% | 16.08% | – |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $17,433,000 | -57.7% | 280,266 | -57.6% | 10.82% | -49.6% |
| QUAL | New | ISHARES TRusa quality fctr | $11,747,000 | – | 122,693 | +100.0% | 7.29% | – |
| AGG | Sell | ISHARES TRcore us aggbd et | $6,957,000 | -76.3% | 58,856 | -76.9% | 4.32% | -71.8% |
| VTEB | VANGUARD MUN BD FD INCtax exempt bd | $1,494,000 | +2.4% | 27,586 | 0.0% | 0.93% | +21.8% | |
| IWF | New | ISHARES TRrus 1000 grw etf | $258,000 | – | 1,347 | +100.0% | 0.16% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -130,787 | -100.0% | -5.91% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -203,446 | -100.0% | -12.18% | – |
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.