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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
-4.57%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$236M
AUM Growth
-$2.74M
Cap. Flow
+$8.82M
Cap. Flow %
3.75%
Top 10 Hldgs %
93.52%
Holding
15
New
–
Increased
14
Reduced
–
Closed
–

Top Buys

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.99M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.21M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$606K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$585K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$484K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$94.8B
$46.5M 19.74%
584,451
+6,614
+1% +$585K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$986B
$37.5M 15.92%
114,206
+1,658
+1% +$606K
SCHO icon
3
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$36.3M 15.42%
1,504,656
+49,316
+3% +$1.21M
XLG icon
4
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$31.1M 13.22%
1,156,550
+16,030
+1% +$484K
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$100B
$26.6M 11.29%
1,201,008
+164,070
+16% +$3.99M
QUAL icon
6
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
$14.1M 6%
135,979
+3,334
+3% +$390K
DBEF icon
7
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.06B
$9.2M 3.91%
274,780
+12,246
+5% +$437K
IBTD
8
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
$6.43M 2.73%
259,709
+13,051
+5% +$324K
IBDO
9
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$6.29M 2.67%
252,229
+6,964
+3% +$175K
IBDP
10
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$6.19M 2.63%
254,290
+5,914
+2% +$146K
IBTE
11
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$6.18M 2.63%
258,184
+6,054
+2% +$147K
IBTF
12
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$4.09M 1.73%
175,535
+4,104
+2% +$97.5K
IBDQ
13
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$4.08M 1.73%
169,098
+3,930
+2% +$97K
SCHB icon
14
Schwab US Broad Market ETF
SCHB
$43.5B
$618K 0.26%
44,178
+9,186
+26% +$143K
IWF icon
15
iShares Russell 1000 Growth ETF
IWF
$126B
$283K 0.12%
5,388
– –

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