Rezny Wealth Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 21 October, 2023
Rezny Wealth Management, Inc. is back with its quarterly review of the top 13F holdings. In this article, we will be comparing the holdings of Q2 2023 against Q3 2023, analyzing the changes in shares and value. Let's dive into the numbers and see what this quarter's report brings.
First on the list is ISHARES TR (IVV). In Q2 2023, Rezny Wealth Management held 177,443 shares of IVV, with a value of $79,088,000. However, in Q3 2023, the number of shares declined to 171,848, with a value of $73,796,000. This reflects a decrease of 6.7% in holdings, indicating a change in Rezny Wealth Management's strategy for this particular security.
Moving on to SCHWAB STRATEGIC TR (SCHD), the Q2 2023 holdings stood at 957,664 shares, valued at $69,545,000. Comparatively, in Q3 2023, the holdings decreased to 900,063 shares, with a value of $63,688,000. This represents an 8.4% decrease in shares, suggesting a potential shift in investment focus by Rezny Wealth Management.
VANGUARD INDEX FDS (VUG) witnessed a slight increase in holdings during this period. In Q2 2023, Rezny Wealth Management held 194,995 shares of VUG, valued at $55,175,000. However, in Q3 2023, the number of shares rose to 199,356, with a value of $54,286,000. Although the increase is minor, it shows confidence in the performance and potential of VUG.
SELECT SECTOR SPDR TR (XLE) showed relative stability in its holdings. In Q2 2023, Rezny Wealth Management held 180,882 shares of XLE, valued at $14,682,000. In Q3 2023, the number of shares barely changed, standing at 180,825, with a slightly increased value of $16,344,000. This marginal change suggests that Rezny Wealth Management maintains confidence in XLE's long-term prospects.
VANGUARD SCOTTSDALE FDS (VCSH) experienced a moderate decrease in holdings. Q2 2023 saw Rezny Wealth Management hold 176,818 shares of VCSH, valued at $13,378,000. In Q3 2023, the number of shares decreased to 173,989, with a value of $13,075,000. This reflects a 2.3% decrease in holdings, indicating a potential reallocation of funds in Rezny Wealth Management's portfolio.
While the majority of holdings experienced minor changes, some securities showed more notable fluctuations. PAYPAL HLDGS INC (PYPL) saw a significant decrease in holdings from Q2 to Q3 2023. Rezny Wealth Management held 15,309 shares of PYPL in Q2 2023, valued at $1,021,000. However, in Q3 2023, the holdings decreased to 15,496 shares, with a value of $905,000. This represents a substantial 11.3% decrease in shares, suggesting a shift in Rezny Wealth Management's strategy regarding PYPL.
Finally, it is worth noting that Rezny Wealth Management completely divested their holdings in BATH & BODY WORKS INC (BBWI), VANGUARD BD INDEX FDS (BND), VANGUARD CHARLOTTE FDS (BNDX), VANGUARD INDEX FDS (VO), and VICTORIAS SECRET AND CO (VSCO) during this period. This indicates a significant change in their investment approach, as the resulting drop in holdings for these securities was a staggering 100%.
In conclusion, Rezny Wealth Management, Inc.'s Q2 2023 vs. Q3 2023 13F Holdings Comparison reflects a mix of minor changes and some notable shifts in their investment portfolio. While some holdings remained relatively stable, others experienced increases or decreases, indicating potential adjustments to their investment strategy. It will be interesting to see how these changes unfold in their future reports and how they impact Rezny Wealth Management's overall performance.
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