$161 Million is the total value of Reliant Wealth Planning's 13 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $53,411,798 | +6.2% | 589,860 | -0.6% | 33.11% | +8.5% |
| VOO | Buy | VANGUARD INDEX FDS | $43,415,401 | +7.7% | 115,445 | +0.6% | 26.92% | +10.1% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $29,660,015 | -4.0% | 405,413 | -0.9% | 18.39% | -1.9% |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $6,252,021 | -1.2% | 251,996 | -1.6% | 3.88% | +1.0% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $6,244,508 | +0.3% | 253,945 | -0.4% | 3.87% | +2.4% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $6,201,231 | +0.3% | 258,277 | -0.4% | 3.84% | +2.5% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $6,137,972 | -2.8% | 243,667 | -3.5% | 3.80% | -0.7% |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $4,146,281 | +0.4% | 169,029 | -0.4% | 2.57% | +2.6% |
| IBTF | Sell | ISHARES TRibonds 25 trm ts | $4,132,668 | +0.6% | 175,634 | -0.4% | 2.56% | +2.8% |
| XOM | New | EXXON MOBIL CORP | $465,507 | – | 4,245 | +100.0% | 0.29% | – |
| YUM | New | YUM BRANDS INC | $464,922 | – | 3,520 | +100.0% | 0.29% | – |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $433,665 | -47.7% | 9,063 | -51.0% | 0.27% | -46.5% |
| IWF | ISHARES TRrus 1000 grw etf | $329,113 | +14.0% | 1,347 | 0.0% | 0.20% | +16.6% | |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -276,613 | -100.0% | -5.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
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.