Brian C. Rezny

@Rezny Wealth Management, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$407.218M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHDSchwab Strategic Tr Recent Activity Exited	0%	$10.296M 121,807 shares@ $84.54 avg price	Exited
XLESelect Sector Spdr Tr Recent Activity Exited	0%	$3.091M 35,208 shares@ $87.8 avg price	Exited
BAMBrookfield Asset Managmt Ltd Recent Activity Exited	0%	$1.738M 36,758 shares@ $47.3 avg price	Exited