$202 Million is the total value of Reliant Wealth Planning's 5 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $59,055 | -3.3% | 585,050 | +2.5% | 29.19% | -1.7% |
| VOO | Buy | VANGUARD INDEX FDS | $46,800 | -1.3% | 112,725 | +3.8% | 23.13% | +0.3% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $40,206 | -1.6% | 114,390 | +3.3% | 19.88% | -0.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $38,646 | +4.9% | 780,087 | +7.7% | 19.10% | +6.7% |
| SHV | New | ISHARES TRshort treas bd | $17,591 | – | 159,554 | +100.0% | 8.70% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -133,436 | -100.0% | -9.45% | – |
These EDGAR filings were analyzed to create this holdings report:
The EDGAR filing(s) were signed by:
- Tricia Ettin — Operations and Compliance Manager
- Reliant Wealth Planning holdings (13F-HR)
- Reliant Wealth Planning ownership history
- Reliant Wealth Planning portfolio value
- Reliant Wealth Planning filings
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