Reliant Wealth Planning

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$231M
Signature - Title
Macy Ward - Operations and Compliance Associate
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by Reliant Wealth Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Reliant Wealth Planning reported 26 stock holdings with total value $231M as of Q3 2024. Top holdings included ITOT, SCHD, BIV, CGGO, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 26 $231M +$5.79M -$3.8M +$1.99M ITOT, SCHD, BIV, CGGO, VOO 13F-HR 10/24/2024, 02:35 PM
Q2 2024 24 $217M +$8.66M -$1.97M +$6.69M ITOT, SCHD, BIV, CGGO, VOO 13F-HR 7/11/2024, 09:44 AM
Q1 2024 21 $209M +$11.8M -$22.4M -$10.6M ITOT, SCHD, BIV, CGGO, VOO 13F-HR 5/14/2024, 03:50 PM
Q4 2023 18 $206M +$47.7M -$45.9M +$1.77M ITOT, SCHD, BIV, VOO, CGGO 13F-HR 2/8/2024, 11:34 AM
Q3 2023 19 $189M +$30.4M -$2.29M +$28.1M ITOT, VOO, SCHD, BIV, EQAL 13F-HR 11/1/2023, 02:25 PM
Q2 2023 10 $166M +$21M -$24.4M -$3.37M ITOT, VOO, SCHD, BIV, IBDO 13F-HR 7/7/2023, 01:21 PM
Q1 2023 13 $161M +$1.19M -$10.3M -$9.15M ITOT, VOO, SCHD, IBTD, IBDP 13F-HR 4/19/2023, 03:30 PM
Q4 2022 12 $165M +$1.9M -$81.7M -$79.8M ITOT, VOO, SCHD, DBEF, IBTD 13F-HR 2/7/2023, 09:55 AM
Q3 2022 15 $236M +$8.19M $0 +$8.19M ITOT, VOO, SCHO, XLG, SCHD 13F-HR 10/28/2022, 11:37 AM
Q2 2022 15 $238M +$82.3M -$20.9M +$61.4M ITOT, VOO, SCHO, XLG, SCHD 13F-HR 8/2/2022, 03:50 PM
Q1 2022 5 $202M +$24.8M -$19.4M +$5.38M ITOT, VOO, XLG, SCHO, SHV 13F-HR 5/10/2022, 12:57 PM
Q4 2021 5 $206M +$3.05M -$1.73M +$1.32M ITOT, VOO, XLG, SCHO, QUAL 13F-HR 2/14/2022, 11:12 AM
Q3 2021 5 $189M +$1.94M -$574K +$1.36M ITOT, VOO, XLG, SCHO, QUAL 13F-HR 11/9/2021, 02:14 PM
Q2 2021 5 $187M +$2.95M -$250K +$2.7M ITOT, VOO, XLG, SCHO, QUAL 13F-HR 8/10/2021, 04:13 PM
Q1 2021 5 $173M +$3.97M -$6.3M -$2.34M ITOT, VOO, XLG, SCHO, QUAL 13F-HR 5/14/2021, 11:27 AM
Q4 2020 6 $168M +$1.14M -$772K +$364K ITOT, VOO, XLG, SCHO, QUAL 13F-HR 2/17/2021, 04:35 PM
Q3 2020 6 $153M +$2.4M -$19.8M -$17.4M ITOT, VOO, XLG, SCHO, QUAL 13F-HR 2/17/2021, 04:34 PM
Q2 2020 9 $161M +$38.4M -$81.5M -$43.1M ITOT, VOO, SCHO, XLG, VGSH 13F-HR 9/3/2020, 02:51 PM
Q1 2020 8 $192M +$135M -$128M +$6.88M VGSH, ITOT, AGG, SCHO, VOO 13F-HR 9/3/2020, 02:50 PM
Q4 2019 8 $200M $0 $0 BSCK, ITOT, IVV, VOO, XLG 13F-HR 9/3/2020, 10:55 AM