RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+4.45%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
Cap. Flow
-$2.34M
Cap. Flow %
-1.35%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
5
Reduced
–
Closed
1

Top Buys

1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$1.66M
2
VOO icon
Vanguard S&P 500 ETF
VOO
$721K
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$674K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
$463K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
$449K

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$6.3M

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
$54M 31.31%
589,675
+7,357
+1% +$674K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$726B
$38.8M 22.48%
106,430
+1,978
+2% +$721K
XLG icon
3
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$32.9M 19.07%
110,928
+1,562
+1% +$463K
SCHO icon
4
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$31.3M 18.13%
609,500
+32,334
+6% +$1.66M
QUAL icon
5
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$15.6M 9.02%
127,784
+3,689
+3% +$449K
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$131B
– –
-53,323
Closed -$6.3M