$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 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $6,327,325 | -1.6% | 256,167 | -1.4% | 3.84% | +40.6% |
| 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.