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
IBDX icon
26
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.35B
$945K 0.31%
36,895
-7,662
IBDU icon
27
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$905K 0.29%
38,575
IBTO icon
28
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$422M
$775K 0.25%
31,452
-15,715
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$38.2B
$699K 0.23%
27,189
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$126B
$631K 0.2%
1,347
NVDA icon
31
NVIDIA
NVDA
$4.41T
$549K 0.18%
2,941
+695
IBDZ
32
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$538M
$504K 0.16%
19,050
-7,553
JEPI icon
33
JPMorgan Equity Premium Income ETF
JEPI
$41B
$495K 0.16%
8,666
+1,704
IAU icon
34
iShares Gold Trust
IAU
$65.5B
$451K 0.15%
6,198
-2,119
ZJUL
35
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$145M
$413K 0.13%
+14,366
IBCA
36
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$155M
$394K 0.13%
+15,147
IBTQ
37
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$74.3M
$393K 0.13%
+15,407
IBTK icon
38
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$592M
$368K 0.12%
18,538
+909
IBDV icon
39
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.41B
$367K 0.12%
16,557
+818
QYLD icon
40
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.05B
$306K 0.1%
17,964
IBTL icon
41
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$419M
$298K 0.1%
14,470
IVV icon
42
iShares Core S&P 500 ETF
IVV
$731B
$281K 0.09%
420
-46
IBHH icon
43
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$359M
$271K 0.09%
11,366
ESGV icon
44
Vanguard ESG US Stock ETF
ESGV
$11.8B
$253K 0.08%
2,133
IBDW icon
45
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.01B
$236K 0.08%
11,138
IJH icon
46
iShares Core S&P Mid-Cap ETF
IJH
$101B
$230K 0.07%
+3,532
IWM icon
47
iShares Russell 2000 ETF
IWM
$71.1B
$225K 0.07%
+929
IQDY icon
48
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$85.8M
$209K 0.07%
+6,165
IBHK
49
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$38.8M
$201K 0.07%
+7,704
IBHI icon
50
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$309M
$201K 0.07%
+8,431
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