RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+7.12%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
Cap. Flow
+$22.8M
Cap. Flow %
8.91%
Top 10 Hldgs %
89.32%
Holding
42
New
13
Increased
20
Reduced
3
Closed
–

Top Buys

1
IWL icon
iShares Russell Top 200 ETF
IWL
$2.76M
2
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.19M
3
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$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
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.26M
2
VOO icon
Vanguard S&P 500 ETF
VOO
$171K
3
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$3.2K

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$52.6M 20.53% 679,989 +5,223 +0.8% +$404K
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$72.5B
$43.7M 17.07% 1,650,384 +70,061 +4% +$1.86M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$38.1M 14.88% 282,286 -9,363 -3% -$1.26M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$1.79B
$31.3M 12.23% 204,525 +18,010 +10% +$2.76M
GRNY
5
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.39B
$23.1M 9.02% 1,018,585 +96,772 +10% +$2.19M
CGGO icon
6
Capital Group Global Growth Equity ETF
CGGO
$6.87B
$21.5M 8.39% 672,450 +34,823 +5% +$1.11M
BTC
7
Grayscale Bitcoin Mini Trust ETF
BTC
$4.73B
$8.06M 3.15% 168,775 +16,870 +11% +$806K
VOO icon
8
Vanguard S&P 500 ETF
VOO
$726B
$6.26M 2.44% 11,022 -301 -3% -$171K
IBMN icon
9
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$419M
$2.05M 0.8% +76,769 New +$2.05M
BSMP icon
10
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$221M
$2.05M 0.8% +83,356 New +$2.05M
IBTI icon
11
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.09B
$2.03M 0.79% 90,992 +10,754 +13% +$240K
IBDT icon
12
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.09B
$1.72M 0.67% 67,567 +9,609 +17% +$244K
IBTF icon
13
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.92B
$1.46M 0.57% 62,576 +621 +1% +$14.5K
IBTP
14
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$152M
$1.4M 0.55% +54,310 New +$1.4M
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.3B
$1.35M 0.53% 55,604 +5,362 +11% +$130K
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.7B
$1.33M 0.52% 59,077 +5,792 +11% +$130K
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$1.32M 0.52% 57,728 +2,412 +4% +$55.3K
IBDR icon
18
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$1.2M 0.47% 49,540 +2,282 +5% +$55.3K
IBTM icon
19
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$332M
$1.2M 0.47% +51,936 New +$1.2M
BALT icon
20
Innovator Defined Wealth Shield ETF
BALT
$1.64B
$1.17M 0.46% +36,443 New +$1.17M
IBTO icon
21
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$390M
$1.16M 0.45% +47,167 New +$1.16M
IBDY icon
22
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$820M
$1.15M 0.45% +44,507 New +$1.15M
IBDX icon
23
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.25B
$1.13M 0.44% +44,557 New +$1.13M
IBDQ icon
24
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.87B
$1.1M 0.43% 43,581 +577 +1% +$14.5K
IBTJ icon
25
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$723M
$972K 0.38% 44,324 +4,639 +12% +$102K
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