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RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
-4.54%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$192M
AUM Growth
-$7.88M
Cap. Flow
+$5.32M
Cap. Flow %
2.77%
Top 10 Hldgs %
100%
Holding
14
New
6
Increased
2
Reduced
–
Closed
6

Top Buys

1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$40.5M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$29M
3
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$27.2M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.2M

Top Sells

1
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$41.2M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.9M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$24.9M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$15.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.33M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
1
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$41.2M 21.49%
+660,697
New +$40.5M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
$33M 17.24%
577,701
+12,316
+2% +$845K
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$138B
$29.4M 15.34%
+254,820
New +$29M
SCHO icon
4
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$27.6M 14.4%
+1,067,492
New +$27.2M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$985B
$24.3M 12.68%
102,634
+792
+0.8% +$222K
GVI icon
6
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$23.3M 12.18%
+203,446
New +$23.2M
SHY icon
7
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$11.3M 5.91%
+130,787
New +$11.2M
VTEB icon
8
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$1.46M 0.76%
+27,586
New +$1.48M
INTF icon
9
iShares International Equity Factor ETF
INTF
$3.52B
– –
-581,443
Closed -$15.7M
IVV icon
10
iShares Core S&P 500 ETF
IVV
$891B
– –
-114,209
Closed -$36.9M
QUAL icon
11
iShares MSCI USA Quality Factor ETF
QUAL
$46.6B
– –
-82,503
Closed -$8.33M
VAW icon
12
Vanguard Materials ETF
VAW
$2.98B
– –
-9,109
Closed -$1.22M
XLG icon
13
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
– –
-1,067,350
Closed -$24.9M
BSCK
14
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
– –
-1,936,869
Closed -$41.2M

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