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RAINEY & RANDALL WEALTH ADVISORS INC.13F | |
RAINEY & RANDALL WEALTH ADVISORS INC. | |
Last update 2025-05-01 | 73 Stocks (23 new) |
Value $511.00 Mil | Turnover 3 % |
RAINEY & RANDALL WEALTH ADVISO... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV | Schwab U.S. Large-Cap Value ETF | 2,913,987 | 77,453.8 | +1.27% | 15.160 | +0.19% | 0.640 | +13.40% | +8.58% | 12,776.8 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 3,090,227 | 77,379.3 | +0.68% | 15.140 | +0.10% | 0.210 | +20.60% | +5.52% | 44,469.7 | ||
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 1,431,758 | 61,995.1 | +0.93% | 12.130 | +0.11% | 0.800 | +13.27% | +9.88% | 7,842.0 | ||
BND | Vanguard Total Bond Market ETF | 721,535 | 52,996.7 | -1.25% | 10.370 | -0.13% | 0.040 | +2.07% | +3.20% | 126,972.4 | ||
SCHA | Schwab U.S. Small-Cap ETF | 1,243,442 | 29,133.8 | -0.22% | 5.700 | -0.01% | 0.180 | +20.33% | +0.83% | 17,712.8 | ||
SCHE | Schwab Emerging Markets Equity ETF | 1,051,080 | 28,978.3 | +1.25% | 5.670 | +0.07% | 0.310 | +14.66% | +13.50% | 10,294.8 | ||
RYH |
Invesco S P 500 Equal Weight Health Care ETF
Invesco S P 500 Equal Weight Health Care ETF
| 713,988 | 21,241.1 | +0.42% | 4.160 | +0.02% | - | +0.57% | +0.14% | 0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 119,418 | 20,686.7 | +3.43% | 4.050 | +0.13% | 0.030 | +14.29% | +6.18% | 73,004.5 | ||
GMF | SPDR S&P Emerging Asia Pacific ETF | 171,507 | 19,837.0 | +2.37% | 3.880 | +0.09% | 5.810 | +16.73% | +10.54% | 361.5 | ||
PFLD |
AAM Low Duration Preferred and Income Securities ETF
AAM Low Duration Preferred and Income Securities ETF
| 670,186 | 13,618.2 | +2.40% | 2.660 | +0.06% | 2.650 | +2.78% | -1.26% | 496.6 |
RAINEY & RANDALL WEALTH ADVISORS INC.'s Historical Top Holdings Breakdowns
RAINEY & RANDALL WEALTH ADVISORS INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.57% | 25.77 ($26.17) 26.48 | $26.32 | 0.57% | Add 176.2% | 172,170 | 109,834 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Add Add | +0.19% | 25.77 ($26.84) 27.6 | $28.01 | 4.36% | Add 1.27% | 2,913,987 | 36,567 | |
MSFT | Microsoft Corp | 2025-03-31 | New Buy New Buy | +0.17% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | New holding | 2,252 | 2,252 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.13% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Add 156.5% | 5,548 | 3,385 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.13% | 169.43 ($177.82) 182.84 | $184.42 | 3.71% | Add 3.43% | 119,418 | 3,960 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.13% | 71.17 ($72.57) 73.66 | $72.80 | 0.32% | Reduce -1.25% | 721,535 | -9,099 | |
GOOG | Alphabet Inc | 2025-03-31 | New Buy New Buy | +0.12% | 156.06 ($183.12) 207.71 | $181.31 | -0.99% | New holding | 3,893 | 3,893 | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 2025-03-31 | Add Add | +0.11% | 41.61 ($43.53) 44.72 | $44.05 | 1.19% | Add 0.93% | 1,431,758 | 13,247 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.11% | 217.89 ($238.81) 252.64 | $242.30 | 1.46% | Add 4.68% | 56,158 | 2,513 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +0.10% | 24.91 ($27.39) 29.02 | $29.35 | 7.16% | Add 0.68% | 3,090,227 | 20,791 |
RAINEY & RANDALL WEALTH ADVISORS INC. Total Holding History ($B)
RAINEY & RANDALL WEALTH ADVISORS INC.'s Asset Allocation
RAINEY & RANDALL WEALTH ADVISORS INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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RAINEY & RANDALL WEALTH ADVISORS INC.'s Hypothetical Growth since 2025-03-31
RAINEY & RANDALL WEALTH ADVISORS INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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RAINEY & RANDALL WEALTH ADVISORS INC.'s Holdings Heat Map
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RAINEY & RANDALL WEALTH ADVISORS INC.'s Holdings Bubble Chart
RAINEY & RANDALL WEALTH ADVISORS INC. News
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