RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+0.65%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
Cap. Flow
+$6.69M
Cap. Flow %
3.09%
Top 10 Hldgs %
96.67%
Holding
24
New
3
Increased
17
Reduced
1
Closed
–

Top Buys

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$1.38M
2
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
$1.1M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$718K
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$640K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$640K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
$1.97M

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
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
$83.4M 38.47% 701,978 +2,268 +0.3% +$269K
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$72.5B
$47.1M 21.71% 605,231 +17,727 +3% +$1.38M
BIV icon
3
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$46.5M 21.46% 621,030 +9,591 +2% +$718K
CGGO icon
4
Capital Group Global Growth Equity ETF
CGGO
$6.87B
$18.7M 8.61% 633,627 +37,339 +6% +$1.1M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$726B
$7.66M 3.53% 15,309 -3,937 -20% -$1.97M
IBTE
6
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$1.52M 0.7% 63,574 +26,697 +72% +$640K
IBDP
7
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$1.31M 0.6% 51,991 +25,466 +96% +$640K
IBTI icon
8
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.09B
$1.26M 0.58% 57,647 +26,925 +88% +$588K
IBTF icon
9
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.92B
$1.1M 0.51% 47,342 +4,631 +11% +$108K
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$36.2B
$1.07M 0.49% 17,026 +7,963 +88% +$501K
IBDT icon
11
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.09B
$1.05M 0.48% 42,367 +23,707 +127% +$587K
IBTH icon
12
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.7B
$717K 0.33% 32,499 +9,333 +40% +$206K
YUM icon
13
Yum! Brands
YUM
$40.8B
$697K 0.32% 5,259 +3,498 +199% +$463K
IBDQ icon
14
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.87B
$680K 0.31% 27,350 +2,275 +9% +$56.6K
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.3B
$663K 0.31% 27,927 +8,670 +45% +$206K
IBDR icon
16
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$659K 0.3% 27,676 +1,448 +6% +$34.5K
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$651K 0.3% 28,748 +1,522 +6% +$34.5K
IWF icon
18
iShares Russell 1000 Growth ETF
IWF
$116B
$491K 0.23% 1,347 – –
NVDA icon
19
NVIDIA
NVDA
$4.24T
$353K 0.16% 2,860 +2,568 +879% +$317K
IBHH icon
20
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$293M
$274K 0.13% +11,845 New +$274K
JEPI icon
21
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$272K 0.13% +4,807 New +$272K
QYLD icon
22
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.15B
$270K 0.12% +15,304 New +$270K
ESGV icon
23
Vanguard ESG US Stock ETF
ESGV
$11.1B
$233K 0.11% 2,410 – –
IBTJ icon
24
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$723M
$217K 0.1% 10,155 – –