RWP

Reliant Wealth Planning Portfolio holdings

AUM $320M
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
IQDY icon
51
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$100M
$226K 0.07%
6,165
IBHI icon
52
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$382M
$199K 0.06%
8,431
AAPL icon
53
Apple
AAPL
$3.9T
– –
-5,393
IBDQ
54
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-43,004
IBTF
55
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-61,955
SCHD icon
56
Schwab US Dividend Equity ETF
SCHD
$86B
– –
-1,664,663
1 2
3