Reliant Wealth Planning - Q4 2021 holdings

$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 SellISHARES TRcore s&p ttl stk$61,064,000
+6.8%
570,806
-1.8%
29.70%
-2.0%
VOO SellVANGUARD INDEX FDS$47,411,000
+10.7%
108,599
-0.0%
23.06%
+1.6%
XLG SellINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$40,863,000
+10.2%
110,715
-1.4%
19.88%
+1.2%
SCHO BuySCHWAB STRATEGIC TRsht tm us tres$36,824,000
+7.7%
724,182
+8.5%
17.91%
-1.1%
QUAL BuyISHARES 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
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR16Q3 202334.4%
VANGUARD INDEX FDS16Q3 202327.6%
INVESCO EXCHANGE TRADED FD T11Q3 202219.9%
SCHWAB STRATEGIC TR11Q3 202219.1%
ISHARES TR10Q3 20229.4%
ISHARES TR7Q3 20230.2%
SCHWAB STRATEGIC TR6Q3 202318.7%
ISHARES TR6Q3 20233.8%
ISHARES TR6Q3 20233.9%
SCHWAB STRATEGIC TR6Q3 20230.5%

View Reliant Wealth Planning's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-08
13F-HR2023-11-01
13F-HR2023-07-07
13F-HR2023-04-19
13F-HR2023-02-07
13F-HR2022-10-28
13F-HR2022-08-02
13F-HR2022-05-10
13F-HR2022-02-14
13F-HR2021-11-09

View Reliant Wealth Planning's complete filings history.

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