$153 Million is the total value of Reliant Wealth Planning's 6 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $44,455,000 | +10.7% | 588,892 | +1.9% | 29.02% | +16.4% |
| VOO | Buy | VANGUARD INDEX FDS | $32,186,000 | +10.1% | 104,620 | +1.4% | 21.01% | +15.7% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $28,757,000 | +11.0% | 109,787 | +0.8% | 18.77% | +16.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $28,746,000 | +3.0% | 558,188 | +3.3% | 18.76% | +8.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $12,730,000 | +8.4% | 122,719 | +0.0% | 8.31% | +14.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $6,322,000 | -9.1% | 53,551 | -9.0% | 4.13% | -4.4% |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,347 | -100.0% | -0.16% | – |
| VTEB | Exit | VANGUARD MUN BD FD INCtax exempt bd | $0 | – | -27,586 | -100.0% | -0.93% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -280,266 | -100.0% | -10.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-17
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.