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
$320M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$14.4M
3
+$656K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$525K
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$372K

Top Sells

1
+$45.4M
2
+$1.45M
3
+$1.37M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$458K

Sector Composition

1 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTO icon
26
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$447M
$752K 0.24%
30,643
-809
IBTK icon
27
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$854M
$739K 0.23%
37,219
+18,681
IBDV icon
28
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.04B
$736K 0.23%
33,366
+16,809
SCHB icon
29
Schwab US Broad Market ETF
SCHB
$42.1B
$713K 0.22%
27,189
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$129B
$638K 0.2%
5,388
NVDA icon
31
NVIDIA
NVDA
$5.46T
$548K 0.17%
2,941
IAU icon
32
iShares Gold Trust
IAU
$70.6B
$503K 0.16%
6,198
IBDZ
33
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$842M
$502K 0.16%
19,050
ZJUL
34
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$130M
$418K 0.13%
14,366
JEPI icon
35
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$399K 0.12%
6,962
-1,704
IBCA
36
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$335M
$393K 0.12%
15,147
IBTQ
37
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$218M
$393K 0.12%
15,407
IBTL icon
38
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$552M
$347K 0.11%
16,898
+2,428
QYLD icon
39
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$317K 0.1%
17,964
GRNI
40
Fundstrat Granny Shots US Large Cap & Income ETF
GRNI
$50.7M
$301K 0.09%
+14,833
IBIT icon
41
iShares Bitcoin Trust
IBIT
$65.1B
$300K 0.09%
+6,042
IBDW icon
42
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.36B
$285K 0.09%
13,497
+2,359
IVV icon
43
iShares Core S&P 500 ETF
IVV
$823B
$284K 0.09%
414
-6
IBHH icon
44
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$435M
$269K 0.08%
11,366
IAUM icon
45
iShares Gold Trust Micro
IAUM
$7.13B
$268K 0.08%
+6,225
OUNZ icon
46
VanEck Merk Gold Trust
OUNZ
$2.76B
$265K 0.08%
+6,392
IBHK
47
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$56.1M
$260K 0.08%
10,067
+2,363
ESGV icon
48
Vanguard ESG US Stock ETF
ESGV
$12.9B
$258K 0.08%
2,133
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$115B
$233K 0.07%
3,532
IWM icon
50
iShares Russell 2000 ETF
IWM
$77.4B
$229K 0.07%
929
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