RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.19M
3
+$2.05M
4
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.86M

Top Sells

1
+$1.26M
2
+$171K
3
+$3.2K

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$52.6M 20.53%
679,989
+5,223
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$69.5B
$43.7M 17.07%
1,650,384
+70,061
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$77.3B
$38.1M 14.88%
282,286
-9,363
IWL icon
4
iShares Russell Top 200 ETF
IWL
$1.86B
$31.3M 12.23%
204,525
+18,010
GRNY
5
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.83B
$23.1M 9.02%
1,018,585
+96,772
CGGO icon
6
Capital Group Global Growth Equity ETF
CGGO
$7.36B
$21.5M 8.39%
672,450
+34,823
BTC
7
Grayscale Bitcoin Mini Trust ETF
BTC
$4.73B
$8.06M 3.15%
168,775
+16,870
VOO icon
8
Vanguard S&P 500 ETF
VOO
$752B
$6.26M 2.44%
11,022
-301
IBMN icon
9
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$2.05M 0.8%
+76,769
BSMP icon
10
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$219M
$2.05M 0.8%
+83,356
IBTI icon
11
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$2.03M 0.79%
90,992
+10,754
IBDT icon
12
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$1.72M 0.67%
67,567
+9,609
IBTF icon
13
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$1.46M 0.57%
62,576
+621
IBTP
14
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$185M
$1.4M 0.55%
+54,310
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$1.35M 0.53%
55,604
+5,362
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$1.33M 0.52%
59,077
+5,792
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$1.32M 0.52%
57,728
+2,412
IBDR icon
18
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$1.2M 0.47%
49,540
+2,282
IBTM icon
19
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$442M
$1.2M 0.47%
+51,936
BALT icon
20
Innovator Defined Wealth Shield ETF
BALT
$1.68B
$1.17M 0.46%
+36,443
IBTO icon
21
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$407M
$1.16M 0.45%
+47,167
IBDY icon
22
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$866M
$1.15M 0.45%
+44,507
IBDX icon
23
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$1.13M 0.44%
+44,557
IBDQ icon
24
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$1.1M 0.43%
43,581
+577
IBTJ icon
25
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$756M
$972K 0.38%
44,324
+4,639
1
2