$189 Million is the total value of Reliant Wealth Planning's 19 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $13,068,038 | – | 327,684 | +100.0% | 6.93% | – |
IBDR | New | ISHARES TRibonds dec2026 | $559,690 | – | 23,985 | +100.0% | 0.30% | – |
IBTG | New | ISHARES TRibonds 26 trm ts | $559,481 | – | 24,899 | +100.0% | 0.30% | – |
IBDQ | New | ISHARES TRibonds dec25 etf | $542,233 | – | 22,250 | +100.0% | 0.29% | – |
IBTF | New | ISHARES TRibonds 25 trm ts | $542,334 | – | 23,498 | +100.0% | 0.29% | – |
IBDP | New | ISHARES TRibonds dec24 etf | $525,883 | – | 21,265 | +100.0% | 0.28% | – |
IBTE | New | ISHARES TRibonds 24 trm ts | $525,052 | – | 22,024 | +100.0% | 0.28% | – |
New | CAPITAL GROUP GBL GROWTH EQT | $442,952 | – | 19,326 | +100.0% | 0.24% | – | |
IBTH | New | ISHARES TRibonds 27 trm ts | $286,563 | – | 13,115 | +100.0% | 0.15% | – |
IBDS | New | ISHARES TRibonds 27 etf | $285,848 | – | 12,353 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.