RWP

Reliant Wealth Planning Portfolio holdings

AUM $309M
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$15.7M
3
+$4.02M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
AAPL icon
Apple
AAPL
+$1.37M

Top Sells

1
+$7.16M
2
+$2.43M
3
+$2.05M
4
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Sector Composition

1 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$45.9M 14.89%
588,270
-91,719
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$70.9B
$45.4M 14.73%
1,664,663
+14,279
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$80B
$38.7M 12.54%
265,590
-16,696
IWL icon
4
iShares Russell Top 200 ETF
IWL
$1.99B
$33.5M 10.85%
201,622
-2,903
BALT icon
5
Innovator Defined Wealth Shield ETF
BALT
$2.19B
$31.4M 10.18%
957,346
+920,903
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.71B
$24.9M 8.08%
997,667
-20,918
CGGO icon
7
Capital Group Global Growth Equity ETF
CGGO
$7.84B
$22.7M 7.36%
665,071
-7,379
RISR icon
8
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$185M
$15.7M 5.09%
+438,408
BTC
9
Grayscale Bitcoin Mini Trust ETF
BTC
$3.73B
$8.59M 2.78%
169,657
+882
VOO icon
10
Vanguard S&P 500 ETF
VOO
$798B
$5.74M 1.86%
9,370
-1,652
ETH
11
Grayscale Ethereum Mini Trust ETF
ETH
$2.04B
$4.02M 1.3%
+102,585
MSFT icon
12
Microsoft
MSFT
$3.62T
$3.68M 1.19%
7,110
+6,465
IBTI icon
13
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$2.04M 0.66%
90,992
IBDT icon
14
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$1.72M 0.56%
67,567
IBTG icon
15
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$1.47M 0.48%
63,964
+6,236
IBTF icon
16
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.61B
$1.45M 0.47%
61,955
-621
IBTP
17
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$214M
$1.41M 0.46%
54,310
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$1.4M 0.45%
57,461
+1,857
IBTH icon
19
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.81B
$1.38M 0.45%
61,083
+2,006
AAPL icon
20
Apple
AAPL
$4.18T
$1.37M 0.45%
+5,393
IBDR icon
21
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
$1.35M 0.44%
55,433
+5,893
IBDQ icon
22
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$1.08M 0.35%
43,004
-577
IBTM icon
23
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$477M
$1.01M 0.33%
43,474
-8,462
IBTJ icon
24
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$900M
$973K 0.32%
44,324
IBDY icon
25
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$920M
$971K 0.31%
37,010
-7,497
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