Reliant Wealth Planning

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

Past Filings by Reliant Wealth Planning

SEC 13F filings are viewable for Reliant Wealth Planning going back to 2019