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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
+6.34%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$3.09M
Cap. Flow
-$9.78M
Cap. Flow %
-4.68%
Top 10 Hldgs %
97.78%
Holding
21
New
3
Increased
8
Reduced
2
Closed
–

Top Buys

1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.68M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.43M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.35M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$271K
5
YUM icon
Yum! Brands
YUM
+$235K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.6M
2
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.68M

Sector Composition

1 Technology 0.13%
2 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
$94.6B
$80.7M 38.59%
699,710
+12,338
+2% +$1.35M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$100B
$47.4M 22.66%
1,762,512
+132,702
+8% +$3.43M
BIV icon
3
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$46.1M 22.05%
611,439
+75,343
+14% +$5.68M
CGGO icon
4
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$17.2M 8.21%
596,288
-61,800
-9% -$1.68M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$985B
$9.25M 4.43%
19,246
-42,933
-69% -$19.6M
IBTF
6
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$992K 0.47%
42,711
+11,678
+38% +$271K
IBTE
7
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$883K 0.42%
36,877
+497
+1% +$11.9K
IBTI icon
8
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$674K 0.32%
30,722
+3,096
+11% +$68.1K
IBDP
9
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$664K 0.32%
26,525
– –
IBDR icon
10
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$626K 0.3%
26,228
– –
IBDQ
11
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$622K 0.3%
25,075
– –
IBTG icon
12
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$618K 0.3%
27,226
– –
SCHB icon
13
Schwab US Broad Market ETF
SCHB
$43.4B
$553K 0.26%
27,189
– –
IBTH icon
14
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$513K 0.25%
23,166
– –
IBDT icon
15
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$465K 0.22%
18,660
+2,743
+17% +$68.3K
IBDS icon
16
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$458K 0.22%
19,257
– –
IWF icon
17
iShares Russell 1000 Growth ETF
IWF
$125B
$454K 0.22%
5,388
– –
NVDA icon
18
NVIDIA
NVDA
$5T
$264K 0.13%
+2,920
New +$212K
YUM icon
19
Yum! Brands
YUM
$41.7B
$244K 0.12%
+1,761
New +$235K
ESGV icon
20
Vanguard ESG US Stock ETF
ESGV
$13.3B
$225K 0.11%
2,410
+28
+1% +$2.49K
IBTJ icon
21
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$218K 0.1%
+10,155
New +$219K

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