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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
-3.25%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$189M
AUM Growth
+$22.8M
Cap. Flow
+$29.2M
Cap. Flow %
15.51%
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
+$13.8M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.56M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.22M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.34M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$562K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$486K
3
YUM icon
Yum! Brands
YUM
+$217K

Sector Composition

1 Consumer Discretionary 0.12%
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
$94.7B
$58M 30.76%
615,537
+32,725
+6% +$3.22M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$986B
$42.5M 22.52%
108,111
-4,078
-4% -$1.67M
SCHD icon
3
Schwab US Dividend Equity ETF
SCHD
$100B
$35.1M 18.65%
1,490,247
+308,259
+26% +$7.56M
BIV icon
4
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$22M 11.67%
304,106
+31,638
+12% +$2.34M
EQAL icon
5
Invesco Russell 1000 Equal Weight ETF
EQAL
$812M
$13.1M 6.93%
+327,684
New +$13.8M
IBDO
6
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$6.36M 3.37%
250,626
+8,463
+3% +$214K
IBTD
7
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
$6.2M 3.29%
249,667
+8,898
+4% +$220K
IBDR icon
8
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$560K 0.3%
+23,985
New +$562K
IBTG icon
9
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$559K 0.3%
+24,899
New +$561K
IBTF
10
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$542K 0.29%
+23,498
New +$542K
IBDQ
11
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$542K 0.29%
+22,250
New +$543K
IBDP
12
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$526K 0.28%
+21,265
New +$524K
IBTE
13
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$525K 0.28%
+22,024
New +$524K
SCHB icon
14
Schwab US Broad Market ETF
SCHB
$43.5B
$452K 0.24%
27,189
– –
CGGO icon
15
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$443K 0.24%
+19,326
New +$463K
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$126B
$358K 0.19%
5,388
– –
IBTH icon
17
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$287K 0.15%
+13,115
New +$289K
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$286K 0.15%
+12,353
New +$288K
YUM icon
19
Yum! Brands
YUM
$41.8B
$233K 0.12%
1,868
-1,652
-47% -$217K
RSP icon
20
Invesco S&P 500 Equal Weight ETF
RSP
$96.9B
– –
-3,251
Closed -$486K

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