Reliant Wealth Planning

Latest statistics and disclosures from Reliant Wealth Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITOT, VOO, XLG, SCHO, QUAL, and represent 96.24% of Reliant Wealth Planning's stock portfolio.
  • Added to shares of these 2 stocks: SCHO, QUAL.
  • Reduced shares in these 4 stocks: ITOT, XLG, VOO, AGG.
  • Reliant Wealth Planning was a net buyer of stock by $364k.
  • Reliant Wealth Planning has $168M in assets under management (AUM), dropping by 9.46%.

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Portfolio Holdings for Reliant Wealth Planning

Companies in the Reliant Wealth Planning portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 29.9 $50M 582k 86.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 21.4 $36M 105k 343.69
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 18.6 $31M 109k 285.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 17.7 $30M +3% 577k 51.39
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.6 $14M 124k 116.21
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $6.3M 53k 118.19

Past Filings by Reliant Wealth Planning

SEC 13F filings are viewable for Reliant Wealth Planning going back to 2020