0001172661-23-003453.txt : 20231019 0001172661-23-003453.hdr.sgml : 20231019 20231019095851 ACCESSION NUMBER: 0001172661-23-003453 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231019 DATE AS OF CHANGE: 20231019 EFFECTIVENESS DATE: 20231019 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: 231333637 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 09-30-2023 09-30-2023 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 10-19-2023 0 23 284035113
INFORMATION TABLE 2 infotable.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 494624 1412 SH SOLE 0 0 1412 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 1013703 30405 SH SOLE 0 0 30405 CISCO SYS INC COM 17275R102 1045524 19448 SH SOLE 0 0 19448 ISHARES TR 7-10 YR TRSY BD 464287440 12708845 138758 SH SOLE 0 0 138758 ISHARES TR CORE S&P500 ETF 464287200 73796687 171848 SH SOLE 0 0 171848 ISHARES TR FLTG RATE NT ETF 46429B655 7262308 142706 SH SOLE 0 0 142706 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 6608608 123387 SH SOLE 0 0 123387 JPMORGAN CHASE & CO COM 46625H100 204478 1410 SH SOLE 0 0 1410 L3HARRIS TECHNOLOGIES INC COM 502431109 874605 5023 SH SOLE 0 0 5023 OAKTREE SPECIALTY LENDING CO COM 67401P405 5415258 269148 SH SOLE 0 0 269148 PAYPAL HLDGS INC COM 70450Y103 905896 15496 SH SOLE 0 0 15496 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 63688458 900063 SH SOLE 0 0 900063 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5659024 43957 SH SOLE 0 0 43957 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 10173168 62058 SH SOLE 0 0 62058 SELECT SECTOR SPDR TR ENERGY 81369Y506 16344772 180825 SH SOLE 0 0 180825 SPDR S&P 500 ETF TR TR UNIT 78462F103 358228 838 SH SOLE 0 0 838 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 7576365 52258 SH SOLE 0 0 52258 VANGUARD INDEX FDS LARGE CAP ETF 922908637 543627 2778 SH SOLE 0 0 2778 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 854515 2176 SH SOLE 0 0 2176 VANGUARD INDEX FDS TOTAL STK MKT 922908769 269973 1271 SH SOLE 0 0 1271 VANGUARD INDEX FDS GROWTH ETF 922908736 54286632 199356 SH SOLE 0 0 199356 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13075273 173989 SH SOLE 0 0 173989 WOODWARD INC COM 980745103 874542 7038 SH SOLE 0 0 7038