Rezny Wealth Management

Rezny Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.0 $74M 172k 429.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 22.4 $64M 900k 70.76
Vanguard Index Fds Growth Etf (VUG) 19.1 $54M 199k 272.31
Select Sector Spdr Tr Energy (XLE) 5.8 $16M 181k 90.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.6 $13M 174k 75.15
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.5 $13M 139k 91.59
Select Sector Spdr Tr Technology (XLK) 3.6 $10M 62k 163.93
Vaneck Etf Trust Semiconductr Etf (SMH) 2.7 $7.6M 52k 144.98
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.6 $7.3M 143k 50.89
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $6.6M 123k 53.56
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.0 $5.7M 44k 128.74
Oaktree Specialty Lending Corp (OCSL) 1.9 $5.4M 269k 20.12
Cisco Systems (CSCO) 0.4 $1.0M 19k 53.76
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.4 $1.0M 30k 33.34
Paypal Holdings (PYPL) 0.3 $906k 16k 58.46
L3harris Technologies (LHX) 0.3 $875k 5.0k 174.12
Woodward Governor Company (WWD) 0.3 $875k 7.0k 124.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $855k 2.2k 392.70
Vanguard Index Fds Large Cap Etf (VV) 0.2 $544k 2.8k 195.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $495k 1.4k 350.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $358k 838.00 427.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $270k 1.3k 212.41
JPMorgan Chase & Co. (JPM) 0.1 $205k 1.4k 145.02