$168 Million is the total value of Reliant Wealth Planning's 6 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $50,207,000 | +12.9% | 582,318 | -1.1% | 29.94% | +3.2% |
| VOO | Sell | VANGUARD INDEX FDS | $35,899,000 | +11.5% | 104,452 | -0.2% | 21.41% | +1.9% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $31,198,000 | +8.5% | 109,366 | -0.4% | 18.60% | -0.9% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $29,660,000 | +3.2% | 577,166 | +3.4% | 17.69% | -5.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $14,421,000 | +13.3% | 124,095 | +1.1% | 8.60% | +3.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $6,302,000 | -0.3% | 53,323 | -0.4% | 3.76% | -8.9% |
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.