0001172661-23-002656.txt : 20230728 0001172661-23-002656.hdr.sgml : 20230728 20230728101734 ACCESSION NUMBER: 0001172661-23-002656 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230728 DATE AS OF CHANGE: 20230728 EFFECTIVENESS DATE: 20230728 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rezny Wealth Management, Inc. CENTRAL INDEX KEY: 0001535859 IRS NUMBER: 363826115 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16880 FILM NUMBER: 231120668 BUSINESS ADDRESS: STREET 1: 5237 SUMMERLIN COMMONS BLVD. STREET 2: SUITE 209 CITY: FORT MYERS STATE: FL ZIP: 33907 BUSINESS PHONE: (630) 527-1897 MAIL ADDRESS: STREET 1: 5237 SUMMERLIN COMMONS BLVD. STREET 2: SUITE 209 CITY: FORT MYERS STATE: FL ZIP: 33907 FORMER COMPANY: FORMER CONFORMED NAME: Rezny Wealth Management, Ltd DATE OF NAME CHANGE: 20111129 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001535859 XXXXXXXX 06-30-2023 06-30-2023 false Rezny Wealth Management, Inc.
5237 Summerlin Commons Blvd. Suite 209 Fort Myers FL 33907
13F HOLDINGS REPORT 028-16880 000109638 801-79468 N
Brian C. Rezny President / CFO 630-527-1897 /s/ Brian C. Rezny Fort Myers FL 07-28-2023 0 25 296845009
INFORMATION TABLE 2 infotable.xml BATH & BODY WORKS INC COM 070830104 1312500 35000 SH SOLE 0 0 35000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 477400 1400 SH SOLE 0 0 1400 ISHARES TR 7-10 YR TRSY BD 464287440 13413393 138855 SH SOLE 0 0 138855 ISHARES TR FLTG RATE NT ETF 46429B655 7445435 146506 SH SOLE 0 0 146506 ISHARES TR CORE S&P500 ETF 464287200 79088120 177443 SH SOLE 0 0 177443 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6803155 122956 SH SOLE 0 0 122956 JPMORGAN CHASE & CO COM 46625H100 200998 1382 SH SOLE 0 0 1382 OAKTREE SPECIALTY LENDING CO COM 67401P405 5279656 271727 SH SOLE 0 0 271727 PAYPAL HLDGS INC COM 70450Y103 1021570 15309 SH SOLE 0 0 15309 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 69545560 957664 SH SOLE 0 0 957664 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 10819482 62231 SH SOLE 0 0 62231 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5737387 43226 SH SOLE 0 0 43226 SELECT SECTOR SPDR TR ENERGY 81369Y506 14682192 180882 SH SOLE 0 0 180882 SPDR S&P 500 ETF TR TR UNIT 78462F103 428208 966 SH SOLE 0 0 966 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 7738715 50829 SH SOLE 0 0 50829 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 805623 11083 SH SOLE 0 0 11083 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 391040 8000 SH SOLE 0 0 8000 VANGUARD INDEX FDS LARGE CAP ETF 922908637 628432 3100 SH SOLE 0 0 3100 VANGUARD INDEX FDS GROWTH ETF 922908736 55175785 194995 SH SOLE 0 0 194995 VANGUARD INDEX FDS MID CAP ETF 922908629 226765 1030 SH SOLE 0 0 1030 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 925340 2272 SH SOLE 0 0 2272 VANGUARD INDEX FDS TOTAL STK MKT 922908769 279976 1271 SH SOLE 0 0 1271 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13378050 176818 SH SOLE 0 0 176818 VICTORIAS SECRET AND CO COMMON STOCK 926400102 203338 11666 SH SOLE 0 0 11666 WOODWARD INC COM 980745103 836889 7038 SH SOLE 0 0 7038