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, SHV, and represent 100.00% of Reliant Wealth Planning's stock portfolio.
  • Added to shares of these 5 stocks: SHV (+$18M), SCHO (+$5.6M), VOO, XLG, ITOT.
  • Started 1 new stock positions in SHV.
  • Reduced shares in these 1 stocks: QUAL (-$17M).
  • Sold out of its positions in QUAL.
  • Reliant Wealth Planning was a net buyer of stock by $8.5M.
  • Reliant Wealth Planning has $202M in assets under management (AUM), dropping by 7.21%.
  • Central Index Key (CIK): 0001823393

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Portfolio Holdings for Reliant Wealth Planning

Companies in the Reliant Wealth Planning portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 29.2 $59M 585k 100.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 23.1 $47M +3% 113k 415.17
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 19.9 $40M 114k 351.48
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 19.1 $39M +16% 780k 49.54
Ishares Tr Short Treas Bd (SHV) 8.7 $18M NEW 160k 110.25

Past Filings by Reliant Wealth Planning

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