Rezny Wealth Management

Rezny Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 32 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 33.0 $134M 328k 410.44
Ishares Tr Core S&p500 Etf (IVV) 30.4 $124M 210k 588.68
Vaneck Etf Trust Semiconductr Etf (SMH) 5.5 $22M 92k 242.17
Select Sector Spdr Tr Technology (XLK) 5.1 $21M 89k 232.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.7 $15M 111k 137.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.4 $14M 269k 50.88
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.4 $14M 238k 57.53
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.4 $9.7M 105k 92.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.1 $8.7M 100k 87.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $7.9M 16k 511.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $6.3M 80k 78.01
Oaktree Specialty Lending Corp (OCSL) 1.0 $4.2M 274k 15.28
Apple (AAPL) 0.6 $2.3M 9.3k 250.43
JPMorgan Chase & Co. (JPM) 0.5 $2.1M 8.8k 239.71
Amazon (AMZN) 0.5 $2.0M 8.9k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.9M 10k 189.30
Meta Platforms Cl A (META) 0.5 $1.9M 3.2k 585.51
Microsoft Corporation (MSFT) 0.5 $1.8M 4.4k 421.54
NVIDIA Corporation (NVDA) 0.5 $1.8M 14k 134.29
Tesla Motors (TSLA) 0.4 $1.7M 4.3k 403.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.6M 3.6k 453.28
American Electric Power Company (AEP) 0.4 $1.6M 17k 92.23
Okta Cl A (OKTA) 0.4 $1.5M 19k 78.80
L3harris Technologies (LHX) 0.4 $1.5M 6.9k 210.28
Starbucks Corporation (SBUX) 0.3 $1.4M 16k 91.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 2.1k 538.81
Select Sector Spdr Tr Financial (XLF) 0.1 $606k 13k 48.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $587k 1.0k 586.08
Vanguard Index Fds Large Cap Etf (VV) 0.1 $549k 2.0k 269.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $325k 1.1k 289.81
Goldman Sachs (GS) 0.1 $258k 451.00 572.62
Ishares Tr Russell 3000 Etf (IWV) 0.1 $217k 650.00 334.25