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