$166 Million is the total value of Reliant Wealth Planning's 10 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $57,022,369 | +6.8% | 582,812 | -1.2% | 34.41% | +3.9% |
| VOO | Sell | VANGUARD INDEX FDS | $45,692,336 | +5.2% | 112,189 | -2.8% | 27.57% | +2.4% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $28,611,990 | -3.5% | 393,996 | -2.8% | 17.26% | -6.1% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $20,497,768 | – | 272,468 | +100.0% | 12.37% | – |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $6,124,302 | -0.2% | 242,163 | -0.6% | 3.70% | -2.9% |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $5,973,479 | -4.5% | 240,769 | -4.5% | 3.60% | -7.0% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $486,480 | – | 3,251 | +100.0% | 0.29% | – |
| YUM | YUM BRANDS INC | $487,696 | +4.9% | 3,520 | 0.0% | 0.29% | +2.1% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $468,557 | +8.0% | 9,063 | 0.0% | 0.28% | +5.2% | |
| IWF | ISHARES TRrus 1000 grw etf | $370,667 | +12.6% | 1,347 | 0.0% | 0.22% | +9.8% | |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,245 | -100.0% | -0.29% | – |
| IBTF | Exit | ISHARES TRibonds 25 trm ts | $0 | – | -175,634 | -100.0% | -2.56% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -169,029 | -100.0% | -2.57% | – |
| IBTE | Exit | ISHARES TRibonds 24 trm ts | $0 | – | -258,277 | -100.0% | -3.84% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -253,945 | -100.0% | -3.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-07
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.