$238 Million is the total value of Reliant Wealth Planning's 15 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 240.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $48,411,000 | -18.0% | 577,837 | -1.2% | 20.32% | -30.4% |
| VOO | Sell | VANGUARD INDEX FDS | $39,040,000 | -16.6% | 112,548 | -0.2% | 16.39% | -29.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $35,794,000 | -7.4% | 727,670 | -6.7% | 15.02% | -21.4% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $32,683,000 | -18.7% | 114,052 | -0.3% | 13.72% | -31.0% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $24,758,000 | – | 345,646 | +100.0% | 10.39% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $14,820,000 | – | 132,645 | +100.0% | 6.22% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $9,138,000 | – | 262,534 | +100.0% | 3.84% | – |
| IBTE | New | ISHARES TRibonds 24 trm ts | $6,159,000 | – | 252,130 | +100.0% | 2.58% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $6,153,000 | – | 245,265 | +100.0% | 2.58% | – |
| IBTD | New | ISHARES TRibonds 23 trm ts | $6,149,000 | – | 246,658 | +100.0% | 2.58% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $6,147,000 | – | 248,376 | +100.0% | 2.58% | – |
| IBTF | New | ISHARES TRibonds 25 trm ts | $4,110,000 | – | 171,431 | +100.0% | 1.72% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $4,079,000 | – | 165,168 | +100.0% | 1.71% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $515,000 | – | 11,664 | +100.0% | 0.22% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $294,000 | – | 1,347 | +100.0% | 0.12% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -159,554 | -100.0% | -8.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
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.