Rezny Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Fort Myers, FL
CIK
0001535859
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 32 373,876 VUG, IVV, SMH, XLK 13F-HR 7/24/2024 000117266124002892
Q1 2024 25 345,666 IVV, VUG, SCHD, SMH 13F-HR 4/15/2024 000117266124001846
Q4 2023 22 314,004 IVV, VUG, SCHD, FLOT 13F-HR 2/12/2024 000117266124000667
Q3 2023 23 284,035 IVV, SCHD, VUG, XLE 13F-HR 10/19/2023 000117266123003453
Q2 2023 25 296,845 IVV, SCHD, VUG, XLE 13F-HR 7/28/2023 000117266123002656
Q1 2023 21 271,076 IVV, SCHD, VUG, XLE 13F-HR 5/8/2023 000117266123001885
Q4 2022 22 260,320 IVV, VTI, VUG, DGRO 13F-HR 1/19/2023 000117266123000211
Q3 2022 18 246,488 IVV, VTI, VUG, DGRO 13F-HR 10/28/2022 000160658722002036
Q2 2022 19 259,565 IVV, VTI, VUG, DGRO RESTATEMENT 8/11/2022 000160658722001721
Q1 2022 20 307,307 IVV, VTI, VUG, VCSH NEW HOLDINGS 5/5/2022 000160658722000959
Q1 2022 18 305,035 IVV, VTI, VUG, VCSH 13F-HR 4/20/2022 000160658722000717
Q4 2021 21 322,485 IVV, VTI, VUG, IJR 13F-HR 1/26/2022 000160658722000117
Q3 2021 20 295,042 IVV, VTI, VUG, IJR 13F-HR 10/21/2021 000160658721001353
Q2 2021 18 286,483 IVV, VTI, VUG, IJR 13F-HR 7/20/2021 000160658721000796
Q1 2021 14 256,508 IVV, VTI, VUG, IJR 13F-HR 4/23/2021 000160658721000404
Q4 2020 12 239,677 IVV, VTI, VUG, XLK 13F-HR 1/13/2021 000160658721000023
Q3 2020 11 215,709 IVV, VTI, VUG, VCSH 13F-HR 10/30/2020 000160658720001163
Q2 2020 10 195,244 IVV, VTI, VUG, VCSH 13F-HR 7/16/2020 000160658720000738
Q1 2020 12 84,106 MCO, PEP, SPY, VUG 13F-HR 4/17/2020 000160658720000377
Q4 2019 12 193,613 IVV, VTI, VUG, IJR 13F-HR 1/17/2020 000160658720000043
Q3 2019 13 173,343 IVV, VTI, VUG, VCSH 13F-HR 10/22/2019 000160658719000898
Q2 2019 13 166,054 IVV, VTI, VUG, IJR 13F-HR 7/24/2019 000160658719000675
Q1 2019 14 164,615 IVV, VTI, IJR, VTV 13F-HR 5/7/2019 000160658719000498
Q4 2018 15 143,533 IVV, IJR, VTI, VTV 13F-HR 2/5/2019 000160658719000148
Q3 2018 15 163,144 IVV, IJR, VTI, VTV 13F-HR 10/31/2018 000160658718000810
Q2 2018 12 147,615 IVV, IJR, VWO, VTI 13F-HR 7/30/2018 000160658718000546
Q1 2018 10 125,501 IVV, VWO, IJR, VTI 13F-HR 5/9/2018 000160658718000406
Q4 2017 14 136,209 IVV, VTV, IJR, RSP.MX 13F-HR 2/6/2018 000160658718000128
Q3 2017 13 126,548 IVV, IJR, VTV, XLV 13F-HR 11/7/2017 000160658717000638
Q2 2017 15 125,802 IJR, IVV, XLV, RSP.MX 13F-HR 8/1/2017 000160658717000436
Q1 2017 14 121,508 VTI, IJR, IVV, XLV RESTATEMENT 7/19/2017 000160658717000394
Q4 2016 15 115,054 VTI, IVV, IJR, XLV RESTATEMENT 7/19/2017 000160658717000395
Q3 2016 15 106,754 IVV, VTI, IJR, XLV 13F-HR 11/14/2016 000160658716000865
Q2 2016 14 94,813 IJR, VTI, IVV, RSP.MX 13F-HR 8/5/2016 000160658716000708
Q1 2016 14 94,813 IJR, VTI, IVV, RSP.MX 13F-HR 5/10/2016 000160658716000600
Q4 2015 47 96,367 IJR, XLV, VTI, RSP.MX 13F-HR 2/9/2016 000160658716000412
Q3 2015 105 97,278 IJR, XLV, RSP.MX, VTI 13F-HR 11/16/2015 000160658715000323
Q2 2015 84 110,018 IJR, XLV, VTI, RSP.MX 13F-HR 7/27/2015 000160658715000214
Q1 2015 15 107,791 IJR, RSP.MX, VTI, IVV 13F-HR 5/13/2015 000160658715000166
Additional filings from Rezny Wealth Management, Inc. that have since been restated