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