RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+8.29%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
Cap. Flow
+$1.32M
Cap. Flow %
0.64%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
2
Reduced
3
Closed
–

Top Buys

1
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
$2.87M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
$178K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.12M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
$591K
3
VOO icon
Vanguard S&P 500 ETF
VOO
$16.6K

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
$61.1M 29.7%
570,806
-10,505
-2% -$1.12M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$726B
$47.4M 23.06%
108,599
-38
-0% -$16.6K
XLG icon
3
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$40.9M 19.88%
110,715
-1,601
-1% -$591K
SCHO icon
4
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$36.8M 17.91%
724,182
+56,529
+8% +$2.87M
QUAL icon
5
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$19.4M 9.45%
133,436
+1,221
+0.9% +$178K