test

Brian C. Rezny

@Rezny Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$407.218MTotal holdings32
Assets growth rate2.64%Assets growth rate (2-Q avg)4.38%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rezny Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Rezny Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 407.218M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 4.38%. The portfolio is managed by Brian C. Rezny, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -0.71%
30.39%
$123.745M
210,208 shares@ $588.68 avg price
FLOTIshares Tr
Recent Activity
Decreased -3.4%
3.37%
$13.702M
269,307 shares@ $50.88 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.08%
0.46%
$1.838M
13,685 shares@ $134.3 avg price
VVVanguard Index Fds
Recent Activity
Decreased -14.67%
0.14%
$548,840
2,035 shares@ $269.71 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -75.13%
0.08%
$324,587
1,120 shares@ $289.81 avg price