RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+5.72%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
Cap. Flow
+$1.99M
Cap. Flow %
0.86%
Top 10 Hldgs %
96.21%
Holding
27
New
3
Increased
13
Reduced
8
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.12M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$955K
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$804K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$581K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$428K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
$1.41M
2
YUM icon
Yum! Brands
YUM
$697K
3
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
$630K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$502K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$501K

Sector Composition

1 Technology 0.15%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ESGV icon
26
Vanguard ESG US Stock ETF
ESGV
$11.1B
$245K 0.11% 2,410 – –
YUM icon
27
Yum! Brands
YUM
$40.8B
– – -5,259 Closed -$697K
1
2