Equal-WT
WhaleScore 2.0
?
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)
Name | % Change |
---|---|
BIV VANGUARD INTERMEDIAT | 8.22% |
CGGO Capital Group Global | 7.99% |
ITOT iShares Core S&P Tot | 4.36% |
SCHD Schwab U.S. Dividend | 1.43% |
IBTI iShares iBonds Dec 2 | 0.3% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 9.33% |
EQAL Invesco Russell 1000 | 6.93% |
IBDO iShares iBonds Dec 2 (PRN) | 3.37% |
IBTD iShares iBonds Dec 2 | 3.29% |
YUM Yum! Brands, Inc. (T | 0.12% |
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