Latest statistics and disclosures from Reliant Wealth Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, VOO, SCHO, XLG, VGSH, and represent 87.30% of Reliant Wealth Planning's stock portfolio.
- Added to shares of these 6 stocks: XLG (+$26M), QUAL (+$12M), SCHO, IWF, VOO, ITOT.
- Started 3 new stock positions in QUAL, IWF, XLG.
- Reduced shares in these 4 stocks: VGSH (-$24M), GVI (-$23M), AGG (-$23M), SHY (-$11M).
- Sold out of its positions in SHY, GVI.
- Reliant Wealth Planning was a net seller of stock by $-43M.
- Reliant Wealth Planning has $161M in assets under management (AUM), dropping by -15.96%.
Portfolio Holdings for Reliant Wealth Planning
Companies in the Reliant Wealth Planning portfolio as of the June 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)||24.9||$40M||578k||69.44|
|Vanguard Index Fds S&p 500 Etf Shs (VOO)||18.2||$29M||103k||283.42|
|Schwab Strategic Tr Sht Tm Us Tres (SCHO)||17.3||$28M||541k||51.63|
|Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)||16.1||$26M||NEW||109k||237.89|
|Vanguard Scottsdale Fds Short Term Treas (VGSH)||10.8||$17M||-57%||280k||62.20|
|Ishares Tr Usa Quality Fctr (QUAL)||7.3||$12M||NEW||123k||95.74|
|Ishares Tr Core Us Aggbd Et (AGG)||4.3||$7.0M||-76%||59k||118.20|
|Vanguard Mun Bd Tax Exempt Bd (VTEB)||0.9||$1.5M||28k||54.16|
|Ishares Tr Rus 1000 Grw Etf (IWF)||0.2||$258k||NEW||1.3k||191.54|