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RWP

Reliant Wealth Planning Portfolio holdings

AUM $364M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
+6.67%
1 Year Est. Return
+11.96%
3 Year Est. Return
+39.38%
5 Year Est. Return
+41.36%
10 Year Est. Return
–
AUM
$200M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow %
96.67%
Top 10 Hldgs %
100%
Holding
8
New
8
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$41.2M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$39.3M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.8M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$23.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCK
1
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
$41.2M 20.66%
+1,936,869
New +$41.2M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$41.1M 20.59%
+565,385
New +$39.3M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$898B
$36.9M 18.5%
+114,209
New +$35.3M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.03T
$30.1M 15.1%
+101,842
New +$28.8M
XLG icon
5
Invesco S&P 500 Top 50 ETF
XLG
$11B
$24.9M 12.48%
+1,067,350
New +$23.7M
INTF icon
6
iShares International Equity Factor ETF
INTF
$3.75B
$15.7M 7.88%
+581,443
New +$15.3M
QUAL icon
7
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$8.33M 4.18%
+82,503
New +$7.95M
VAW icon
8
Vanguard Materials ETF
VAW
$3.11B
$1.22M 0.61%
+9,109
New +$1.17M

Similar funds

TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

Reliant Wealth Planning's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Reliant Wealth Planning, which disclosed 8 positions worth $200M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Invesco BulletShares 2020 Corporate Bond ETF: 1,936,869 shares worth $41.2M.

  • Reliant Wealth Planning's largest Q4 2019 buy was Invesco BulletShares 2020 Corporate Bond ETF: 1,936,869 shares worth $41.2M.
  • Reliant Wealth Planning's ten largest holdings make up 100% of its $200M portfolio in Q4 2019.
  • Reliant Wealth Planning disclosed 8 positions in Q4 2019, its first 13F filing on record.

Based on Reliant Wealth Planning's 13F filing for Q4 2019, filed 3 Sep 2020.