$206 Million is the total value of Reliant Wealth Planning's 5 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ITOT | Sell | ISHARES TRcore s&p ttl stk | $61,064,000 | +6.8% | 570,806 | -1.8% | 29.70% | -2.0% |
VOO | Sell | VANGUARD INDEX FDS | $47,411,000 | +10.7% | 108,599 | -0.0% | 23.06% | +1.6% |
XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $40,863,000 | +10.2% | 110,715 | -1.4% | 19.88% | +1.2% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $36,824,000 | +7.7% | 724,182 | +8.5% | 17.91% | -1.1% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $19,422,000 | +11.5% | 133,436 | +0.9% | 9.45% | +2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.