RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
1-Year Return 9.97%
This Quarter Return
-1.73%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$219M
AUM Growth
+$6M
Cap. Flow
+$9.2M
Cap. Flow %
4.19%
Top 10 Hldgs %
94.2%
Holding
29
New
1
Increased
7
Reduced
14
Closed
–

Top Buys

1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
$5.54M
2
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.38M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$1.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
$480K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
$125K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.51M
2
VOO icon
Vanguard S&P 500 ETF
VOO
$404K
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$173K
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$160K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$113K

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.18T
$243K 0.11%
2,246
-474
-17% -$51.4K
IBTK icon
27
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$508M
$239K 0.11%
12,160
– –
IBDV icon
28
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.04B
$234K 0.11%
10,779
– –
ESGV icon
29
Vanguard ESG US Stock ETF
ESGV
$11.2B
$209K 0.1%
2,133
– –
1
2