Rezny Wealth Management

Rezny Wealth Management as of June 30, 2023

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.6 $79M 177k 445.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 23.4 $70M 958k 72.62
Vanguard Index Fds Growth Etf (VUG) 18.6 $55M 195k 282.96
Select Sector Spdr Tr Energy (XLE) 4.9 $15M 181k 81.17
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.5 $13M 139k 96.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $13M 177k 75.66
Select Sector Spdr Tr Technology (XLK) 3.6 $11M 62k 173.86
Vaneck Etf Trust Semiconductr Etf (SMH) 2.6 $7.7M 51k 152.25
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.5 $7.4M 147k 50.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $6.8M 123k 55.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $5.7M 43k 132.73
Oaktree Specialty Lending Corp (OCSL) 1.8 $5.3M 272k 19.43
Bath &#38 Body Works In (BBWI) 0.4 $1.3M 35k 37.50
Paypal Holdings (PYPL) 0.3 $1.0M 15k 66.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $925k 2.3k 407.28
Woodward Governor Company (WWD) 0.3 $837k 7.0k 118.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $806k 11k 72.69
Vanguard Index Fds Large Cap Etf (VV) 0.2 $628k 3.1k 202.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $477k 1.4k 341.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $428k 966.00 443.28
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $391k 8.0k 48.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $280k 1.3k 220.28
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $227k 1.0k 220.16
Victorias Secret And Common Stock (VSCO) 0.1 $203k 12k 17.43
JPMorgan Chase & Co. (JPM) 0.1 $201k 1.4k 145.44