$236 Million is the total value of Reliant Wealth Planning's 15 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $46,487,000 | -4.0% | 584,451 | +1.1% | 19.74% | -2.9% |
| VOO | Buy | VANGUARD INDEX FDS | $37,493,000 | -4.0% | 114,206 | +1.5% | 15.92% | -2.8% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $36,307,000 | +1.4% | 752,328 | +3.4% | 15.42% | +2.6% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $31,133,000 | -4.7% | 115,655 | +1.4% | 13.22% | -3.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $26,594,000 | +7.4% | 400,336 | +15.8% | 11.29% | +8.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $14,133,000 | -4.6% | 135,979 | +2.5% | 6.00% | -3.5% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $9,199,000 | +0.7% | 274,780 | +4.7% | 3.91% | +1.9% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $6,432,000 | +4.6% | 259,709 | +5.3% | 2.73% | +5.8% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $6,293,000 | +2.3% | 252,229 | +2.8% | 2.67% | +3.4% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $6,191,000 | +0.7% | 254,290 | +2.4% | 2.63% | +1.9% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $6,183,000 | +0.4% | 258,184 | +2.4% | 2.62% | +1.5% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $4,086,000 | -0.6% | 175,535 | +2.4% | 1.74% | +0.6% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $4,080,000 | +0.0% | 169,098 | +2.4% | 1.73% | +1.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $618,000 | +20.0% | 14,726 | +26.3% | 0.26% | +21.3% |
| IWF | ISHARES TRrus 1000 grw etf | $283,000 | -3.7% | 1,347 | 0.0% | 0.12% | -2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-28
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.