RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+6.84%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
Cap. Flow
-$17.4M
Cap. Flow %
-11.36%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
5
Reduced
1
Closed
3

Top Buys

1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$908K
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$808K
3
VOO icon
Vanguard S&P 500 ETF
VOO
$447K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
$240K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
$2.7K

Top Sells

1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
$17.4M
2
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
$1.49M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$626K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
$258K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$44.5M 29.02%
588,892
+10,697
+2% +$808K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$726B
$32.2M 21.01%
104,620
+1,453
+1% +$447K
XLG icon
3
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$28.8M 18.77%
109,787
+915
+0.8% +$240K
SCHO icon
4
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$28.7M 18.76%
558,188
+17,629
+3% +$908K
QUAL icon
5
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$12.7M 8.31%
122,719
+26
+0% +$2.7K
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$131B
$6.32M 4.13%
53,551
-5,305
-9% -$626K
VGSH icon
7
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
– –
-280,266
Closed -$17.4M
IWF icon
8
iShares Russell 1000 Growth ETF
IWF
$116B
– –
-1,347
Closed -$258K
VTEB icon
9
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
– –
-27,586
Closed -$1.49M