$173 Million is the total value of Reliant Wealth Planning's 5 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $54,014,000 | +7.6% | 589,675 | +1.3% | 31.31% | +4.6% |
| VOO | Buy | VANGUARD INDEX FDS | $38,772,000 | +8.0% | 106,430 | +1.9% | 22.48% | +5.0% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $32,891,000 | +5.4% | 110,928 | +1.4% | 19.07% | +2.5% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $31,273,000 | +5.4% | 609,500 | +5.6% | 18.13% | +2.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $15,561,000 | +7.9% | 127,784 | +3.0% | 9.02% | +4.9% |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -53,323 | -100.0% | -3.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.