Rezny Wealth Management

Rezny Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.1 $95M 198k 477.63
Vanguard Index Fds Growth Etf (VUG) 25.8 $81M 261k 310.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.7 $21M 276k 76.13
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.9 $19M 366k 50.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.0 $16M 203k 77.37
Vaneck Etf Trust Semiconductr Etf (Principal) (SMH) 5.0 $16M 90k 174.87
Select Sector Spdr Tr Technology (XLK) 4.6 $15M 75k 192.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.3 $14M 100k 136.38
Select Sector Spdr Tr Energy (XLE) 4.2 $13M 157k 83.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $13M 237k 54.98
Oaktree Specialty Lending Corp (OCSL) 1.7 $5.4M 264k 20.42
L3harris Technologies (LHX) 0.4 $1.2M 5.9k 210.62
American Electric Power Company (AEP) 0.4 $1.1M 14k 81.22
Paypal Holdings (PYPL) 0.3 $1.1M 17k 61.41
Cisco Systems (CSCO) 0.3 $1.0M 20k 50.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $951k 2.2k 436.80
Vanguard Index Fds Large Cap Etf (VV) 0.2 $606k 2.8k 218.15
Apple (AAPL) 0.2 $545k 2.8k 192.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $533k 1.1k 475.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $271k 2.7k 98.88
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $237k 2.5k 96.39
Goldman Sachs (GS) 0.1 $237k 613.00 385.77