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RELIANT WEALTH PLANNING

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LOUISVILLE KY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Reliant Wealth Planning is based out of Louisville. Reliant Wealth Planning is a large advisory firm with 1503 clients and discretionary assets under management (AUM) of $404,336,376 (Form ADV from 2023-11-21). Their last reported 13F filing for Q4 2023 included $205,959,937 in managed 13F securities and a top 10 holdings concentration of 98.19%. Reliant Wealth Planning's largest holding is iShares Core S&P Total U.S. Stock Market ETF-iShares Core S&P Total U.S. Stock Market ETF with shares held of 687,372. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
ITOT iShares Core S&P Tot 35.12%
SCHD Schwab U.S. Dividend 20.08%
BIV VANGUARD INTERMEDIAT 19.88%
VOO VANGUARD 500 INDEX F 13.19%
CGGO Capital Group Global 8.22%

2023-12-31

13F Activity

Market Value $206m, Prior: $189m
New Purchases 3 stocks
Added To 12 stocks
Sold out of 4 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 98.19%
Turnover %[1] 38.89%
Turnover Alt %[2] 21.31%
Time Held Top 20 3.3889 quarters
Time Held Top 10 4.3 quarters
Time Held All 4.5 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance