RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
-3.25%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
Cap. Flow
+$28.1M
Cap. Flow %
14.92%
Top 10 Hldgs %
98.06%
Holding
20
New
10
Increased
5
Reduced
2
Closed
1

Top Buys

1
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
$13.1M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$7.27M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$3.08M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$2.29M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$560K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
$1.6M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
$486K
3
YUM icon
Yum! Brands
YUM
$206K

Sector Composition

1 Consumer Discretionary 0.12%
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
$58M 30.76% 615,537 +32,725 +6% +$3.08M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$726B
$42.5M 22.52% 108,111 -4,078 -4% -$1.6M
SCHD icon
3
Schwab US Dividend Equity ETF
SCHD
$72.5B
$35.1M 18.65% 496,749 +102,753 +26% +$7.27M
BIV icon
4
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$22M 11.67% 304,106 +31,638 +12% +$2.29M
EQAL icon
5
Invesco Russell 1000 Equal Weight ETF
EQAL
$688M
$13.1M 6.93% +327,684 New +$13.1M
IBDO
6
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$6.36M 3.37% 250,626 +8,463 +3% +$215K
IBTD
7
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
$6.2M 3.29% 249,667 +8,898 +4% +$221K
IBDR icon
8
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$560K 0.3% +23,985 New +$560K
IBTG icon
9
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$559K 0.3% +24,899 New +$559K
IBTF icon
10
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.92B
$542K 0.29% +23,498 New +$542K
IBDQ icon
11
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.87B
$542K 0.29% +22,250 New +$542K
IBDP
12
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$526K 0.28% +21,265 New +$526K
IBTE
13
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$525K 0.28% +22,024 New +$525K
SCHB icon
14
Schwab US Broad Market ETF
SCHB
$36.2B
$452K 0.24% 9,063 – –
CGGO icon
15
Capital Group Global Growth Equity ETF
CGGO
$6.87B
$443K 0.24% +19,326 New +$443K
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$116B
$358K 0.19% 1,347 – –
IBTH icon
17
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.7B
$287K 0.15% +13,115 New +$287K
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.3B
$286K 0.15% +12,353 New +$286K
YUM icon
19
Yum! Brands
YUM
$40.8B
$233K 0.12% 1,868 -1,652 -47% -$206K
RSP icon
20
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
– – -3,251 Closed -$486K