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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
+9.37%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$17.5M
Cap. Flow
+$412K
Cap. Flow %
0.2%
Top 10 Hldgs %
98.19%
Holding
22
New
3
Increased
12
Reduced
1
Closed
4

Top Buys

1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$17M
2
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$15.3M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.04M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.33M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$599K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.8M
2
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$13.1M
3
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$6.36M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$6.2M
5
YUM icon
Yum! Brands
YUM
+$233K

Sector Composition

1 Consumer Discretionary 0%
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
$72.3M 35.12%
687,372
+71,835
+12% +$7.04M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$100B
$41.4M 20.08%
1,629,810
+139,563
+9% +$3.33M
BIV icon
3
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$40.9M 19.88%
536,096
+231,990
+76% +$17M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$986B
$27.2M 13.19%
62,179
-45,932
-42% -$18.8M
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$16.9M 8.22%
658,088
+638,762
+3,305% +$15.3M
IBTE
6
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$868K 0.42%
36,380
+14,356
+65% +$342K
IBTF
7
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$722K 0.35%
31,033
+7,535
+32% +$174K
IBDP
8
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$661K 0.32%
26,525
+5,260
+25% +$130K
IBDR icon
9
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$627K 0.3%
26,228
+2,243
+9% +$52.7K
IBTG icon
10
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$622K 0.3%
27,226
+2,327
+9% +$52.5K
IBDQ
11
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$621K 0.3%
25,075
+2,825
+13% +$69.2K
IBTI icon
12
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$614K 0.3%
+27,626
New +$599K
IBTH icon
13
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$519K 0.25%
23,166
+10,051
+77% +$221K
SCHB icon
14
Schwab US Broad Market ETF
SCHB
$43.5B
$505K 0.25%
27,189
– –
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$461K 0.22%
19,257
+6,904
+56% +$161K
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$126B
$408K 0.2%
5,388
– –
IBDT icon
17
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$399K 0.19%
+15,917
New +$387K
ESGV icon
18
Vanguard ESG US Stock ETF
ESGV
$13.3B
$203K 0.1%
+2,382
New +$188K
EQAL icon
19
Invesco Russell 1000 Equal Weight ETF
EQAL
$812M
– –
-327,684
Closed -$13.1M
YUM icon
20
Yum! Brands
YUM
$41.7B
– –
-1,868
Closed -$233K
IBDO
21
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
– –
-250,626
Closed -$6.36M
IBTD
22
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
– –
-249,667
Closed -$6.2M

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