RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+9.43%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
Cap. Flow
+$364K
Cap. Flow %
0.22%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
2
Reduced
4
Closed
–

Top Buys

1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$975K
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
$160K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$567K
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
$120K
3
VOO icon
Vanguard S&P 500 ETF
VOO
$57.7K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$26.9K

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
$50.2M 29.94%
582,318
-6,574
-1% -$567K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$726B
$35.9M 21.41%
104,452
-168
-0.2% -$57.7K
XLG icon
3
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$31.2M 18.6%
109,366
-421
-0.4% -$120K
SCHO icon
4
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$29.7M 17.69%
577,166
+18,978
+3% +$975K
QUAL icon
5
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$14.4M 8.6%
124,095
+1,376
+1% +$160K
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$131B
$6.3M 3.76%
53,323
-228
-0.4% -$26.9K