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
$256M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.19M
3
+$2.05M
4
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.86M

Top Sells

1
+$1.26M
2
+$171K
3
+$3.2K

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZFEB
26
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$124M
$960K 0.37%
+39,381
IBDU icon
27
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$900K 0.35%
38,575
+4,383
IBDZ
28
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$439M
$695K 0.27%
+26,603
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$36.5B
$648K 0.25%
27,189
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$120B
$572K 0.22%
1,347
IAU icon
31
iShares Gold Trust
IAU
$62B
$519K 0.2%
8,317
JEPI icon
32
JPMorgan Equity Premium Income ETF
JEPI
$40.7B
$396K 0.15%
6,962
+55
NVDA icon
33
NVIDIA
NVDA
$4.43T
$355K 0.14%
2,246
IBTK icon
34
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$537M
$350K 0.14%
17,629
+5,469
IBDV icon
35
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.11B
$346K 0.14%
15,739
+4,960
MSFT icon
36
Microsoft
MSFT
$3.56T
$321K 0.13%
+645
QYLD icon
37
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
$300K 0.12%
17,964
+510
IBTL icon
38
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$434M
$297K 0.12%
+14,470
IVV icon
39
iShares Core S&P 500 ETF
IVV
$651B
$289K 0.11%
466
IBHH icon
40
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$303M
$270K 0.11%
11,366
-135
IBDW icon
41
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$234K 0.09%
+11,138
ESGV icon
42
Vanguard ESG US Stock ETF
ESGV
$11.3B
$234K 0.09%
2,133
1
2