RWP

Reliant Wealth Planning Portfolio holdings

AUM $320M
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$14.4M
3
+$656K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$525K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$372K

Top Sells

1
+$45.4M
2
+$1.45M
3
+$1.37M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$458K

Sector Composition

1 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$46.2M 14.42%
592,660
+4,390
DIVO icon
2
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.6B
$45.3M 14.15%
+1,017,720
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$39M 12.2%
262,486
-3,104
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.04B
$34M 10.62%
199,143
-2,479
BALT icon
5
Innovator Defined Wealth Shield ETF
BALT
$2.17B
$32.7M 10.23%
977,177
+19,831
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.15B
$24.3M 7.58%
979,647
-18,020
CGGO icon
7
Capital Group Global Growth Equity ETF
CGGO
$9.34B
$22.6M 7.07%
653,251
-11,820
RISR icon
8
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$197M
$15.9M 4.98%
441,417
+3,009
GRNJ
9
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$387M
$14.3M 4.45%
+557,894
BTC
10
Grayscale Bitcoin Mini Trust ETF
BTC
$3.02B
$6.41M 2%
165,433
-4,224
VOO icon
11
Vanguard S&P 500 ETF
VOO
$856B
$5.74M 1.79%
9,145
-225
MSFT icon
12
Microsoft
MSFT
$2.97T
$3.44M 1.07%
7,110
ETH
13
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
$3.33M 1.04%
118,690
+16,105
IBTI icon
14
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.57B
$2.05M 0.64%
91,608
+616
IBDT icon
15
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.77B
$1.73M 0.54%
68,109
+542
IBTG icon
16
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.34B
$1.51M 0.47%
66,151
+2,187
IBTH icon
17
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.06B
$1.49M 0.46%
66,207
+5,124
IBDR icon
18
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$1.37M 0.43%
56,432
+999
IBDS icon
19
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$1.36M 0.43%
56,112
-1,349
IBTP
20
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$238M
$1.35M 0.42%
52,382
-1,928
IBTJ icon
21
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.2B
$1.23M 0.38%
55,875
+11,551
IBDU icon
22
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
$1.16M 0.36%
49,407
+10,832
IBDY icon
23
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.03B
$967K 0.3%
37,010
IBTM icon
24
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$530M
$940K 0.29%
40,753
-2,721
IBDX icon
25
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.61B
$879K 0.27%
34,422
-2,473
1
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