RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$1.86M
3
+$1.43M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.31M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.08M

Top Sells

1
+$3.44M
2
+$1M
3
+$344K
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$317K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

1 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTK icon
26
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$879M
$828K 0.25%
41,998
+4,779
IBDV icon
27
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.12B
$825K 0.25%
37,677
+4,311
IBTO icon
28
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$463M
$747K 0.23%
30,643
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$43.3B
$602K 0.18%
24,003
-3,186
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$132B
$574K 0.17%
5,388
IAU icon
31
iShares Gold Trust
IAU
$70.6B
$546K 0.17%
6,198
GRNI
32
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$51.7M
$535K 0.16%
28,059
+13,226
IBDZ
33
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$883M
$496K 0.15%
19,050
ZJUL
34
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$128M
$418K 0.13%
14,366
NVDA icon
35
NVIDIA
NVDA
$5.11T
$392K 0.12%
2,246
-695
IBTQ
36
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$226M
$390K 0.12%
15,407
IBCA
37
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$350M
$388K 0.12%
15,147
IDVO icon
38
Amplify International Enhanced Dividend Income ETF
IDVO
$1.19B
$374K 0.11%
+9,241
IBTL icon
39
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$569M
$345K 0.1%
16,898
OUNZ icon
40
VanEck Merk Gold Trust
OUNZ
$2.76B
$288K 0.09%
6,392
IBDW icon
41
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.39B
$282K 0.09%
13,497
IBHH icon
42
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$447M
$267K 0.08%
11,366
IVV icon
43
iShares Core S&P 500 ETF
IVV
$843B
$265K 0.08%
406
-8
FEOE
44
First Eagle Overseas Equity ETF
FEOE
$1.31B
$263K 0.08%
+5,218
JEPI icon
45
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$263K 0.08%
4,633
-2,329
GLD icon
46
SPDR Gold Trust
GLD
$151B
$258K 0.08%
+600
IBHK
47
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$59.4M
$256K 0.08%
10,067
ETHA
48
iShares Ethereum Trust ETF
ETHA
$6B
$240K 0.07%
+15,179
ESGV icon
49
Vanguard ESG US Stock ETF
ESGV
$13.3B
$239K 0.07%
2,133
IQDY icon
50
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$107M
$234K 0.07%
6,165
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