Rezny Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Rezny Wealth Management, Inc. | Institutional Filer | ▼ 6.38% | $464.4M | 38 |
Current Portfolio Holdings
Showing all 38 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 324K | $141.5M | 30.47% |
| 2 | IVV | ISHARES TR | — | 201K | $131.9M | 28.40% |
| 3 | SMH | VANECK ETF TRUST | — | 91K | $35.0M | 7.54% |
| 4 | XLK | Technology Select Sector SPDR Fund | — | 187K | $24.9M | 5.36% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 365K | $20.0M | 4.30% |
| 6 | XLF | Financial Select Sector SPDR Fund | — | 391K | $19.3M | 4.15% |
| 7 | QQQ | Invesco QQQ Trust | — | 25K | $14.3M | 3.07% |
| 8 | FLOT | ISHARES TR | — | 232K | $10.5M | 2.26% |
| 9 | IEF | ISHARES TR | — | 77K | $7.1M | 1.53% |
| 10 | TLT | ISHARES TR | — | 85K | $7.1M | 1.53% |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | — | 64K | $5.1M | 1.10% |
| 12 | CLS | Celestica Inc. | Technology | 16K | $4.5M | 0.97% |
| 13 | GOOGL | Alphabet Inc. | Technology | 11K | $3.2M | 0.69% |
| 14 | NVDA | NVIDIA Corporation | Technology | 17K | $3.1M | 0.67% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 10K | $2.9M | 0.63% |
Showing 1 to 15 of 38 holdings