Rezny Wealth Management

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

  • Top 5 stock holdings are IVV, VUG, SCHD, FLOT, VCSH, and represent 73.50% of Rezny Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VUG (+$19M), IVV (+$12M), FLOT (+$11M), XLV (+$7.6M), SMH (+$6.6M), JEPI (+$6.2M), XLK, VCSH, AEP, AAPL.
  • Started 4 new stock positions in AAPL, TLT, GS, AEP.
  • Reduced shares in these 9 stocks: SCHD (-$48M), IEF (-$13M), XLE, BAM, WWD, BRK.B, VTI, , OCSL.
  • Sold out of its positions in BRK.B, BAM, JPM, VTI, WWD.
  • Rezny Wealth Management was a net buyer of stock by $5.0M.
  • Rezny Wealth Management has $314M in assets under management (AUM), dropping by 10.55%.
  • Central Index Key (CIK): 0001535859

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Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.1 $95M +15% 198k 477.63
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Vanguard Index Fds Growth Etf (VUG) 25.8 $81M +30% 261k 310.88
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Schwab Strategic Tr Us Dividend Eq (SCHD) 6.7 $21M -69% 276k 76.13
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Ishares Tr Fltg Rate Nt Etf (FLOT) 5.9 $19M +156% 366k 50.62
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.0 $16M +16% 203k 77.37
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Vaneck Etf Trust Semiconductr Etf (Principal) (SMH) 5.0 $16M +71% 90k 174.87
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Select Sector Spdr Tr Technology (XLK) 4.6 $15M +21% 75k 192.48
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Select Sector Spdr Tr Sbi Healthcare (XLV) 4.3 $14M +126% 100k 136.38
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Select Sector Spdr Tr Energy (XLE) 4.2 $13M -12% 157k 83.84
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J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $13M +92% 237k 54.98
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Oaktree Specialty Lending Corp (OCSL) 1.7 $5.4M 264k 20.42
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L3harris Technologies (LHX) 0.4 $1.2M +18% 5.9k 210.62
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American Electric Power Company (AEP) 0.4 $1.1M NEW 14k 81.22
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Paypal Holdings (PYPL) 0.3 $1.1M +12% 17k 61.41
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Cisco Systems (CSCO) 0.3 $1.0M +5% 20k 50.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $951k 2.2k 436.80
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $606k 2.8k 218.15
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Apple (AAPL) 0.2 $545k NEW 2.8k 192.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $533k +33% 1.1k 475.31
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $271k NEW 2.7k 98.88
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $237k -98% 2.5k 96.39
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Goldman Sachs (GS) 0.1 $237k NEW 613.00 385.77
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Past Filings by Rezny Wealth Management

SEC 13F filings are viewable for Rezny Wealth Management going back to 2015

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