RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
-1.18%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
Cap. Flow
+$18.9M
Cap. Flow %
8.88%
Top 10 Hldgs %
94.5%
Holding
30
New
4
Increased
16
Reduced
4
Closed
2

Top Buys

1
IWL icon
iShares Russell Top 200 ETF
IWL
$26.5M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$26.4M
3
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
$13.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$1.99M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
$611K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$52.3M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$1.02M
3
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$809K
4
VOO icon
Vanguard S&P 500 ETF
VOO
$283K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
$29.1K

Sector Composition

1 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IBTK icon
26
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$509M
$233K 0.11%
+12,160
New +$233K
IBDV icon
27
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.04B
$230K 0.11%
+10,779
New +$230K
ESGV icon
28
Vanguard ESG US Stock ETF
ESGV
$11.1B
$224K 0.1%
2,133
-277
-11% -$29.1K
IBTE
29
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
– –
-42,698
Closed -$1.02M
IBDP
30
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
– –
-32,079
Closed -$809K
1
2