$165 Million is the total value of Reliant Wealth Planning's 12 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $50,298,192 | +8.2% | 593,139 | +1.5% | 30.51% | +54.6% |
| VOO | Buy | VANGUARD INDEX FDS | $40,313,806 | +7.5% | 114,743 | +0.5% | 24.46% | +53.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $30,895,180 | +16.2% | 408,991 | +2.2% | 18.74% | +66.0% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $8,915,237 | -3.1% | 276,613 | +0.7% | 5.41% | +38.5% |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $6,327,325 | -1.6% | 256,167 | -1.4% | 3.84% | +40.6% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $6,317,897 | +0.4% | 252,413 | +0.1% | 3.83% | +43.5% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $6,228,736 | +0.6% | 255,067 | +0.3% | 3.78% | +43.7% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $6,185,164 | +0.0% | 259,336 | +0.4% | 3.75% | +42.9% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $4,128,709 | +1.2% | 169,766 | +0.4% | 2.50% | +44.6% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $4,107,197 | +0.5% | 176,426 | +0.5% | 2.49% | +43.6% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $829,478 | +34.2% | 18,511 | +25.7% | 0.50% | +92.0% |
| IWF | ISHARES TRrus 1000 grw etf | $288,581 | +2.0% | 1,347 | 0.0% | 0.18% | +45.8% | |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -135,979 | -100.0% | -6.00% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -115,655 | -100.0% | -13.22% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -752,328 | -100.0% | -15.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 38.6% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 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 | 10 | Q2 2024 | 0.2% |
| SCHWAB STRATEGIC TR | 9 | Q2 2024 | 22.7% |
| SCHWAB STRATEGIC TR | 9 | Q2 2024 | 0.5% |
| ISHARES TR | 8 | Q2 2024 | 3.8% |
| ISHARES TR | 8 | Q2 2024 | 3.9% |
View Reliant Wealth Planning's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-05 |
| 13F-HR | 2024-05-14 |
| 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 |
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.