RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
+5.72%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
Cap. Flow
+$1.99M
Cap. Flow %
0.86%
Top 10 Hldgs %
96.21%
Holding
27
New
3
Increased
13
Reduced
8
Closed
1

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.12M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$955K
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$804K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$581K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$428K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
$1.41M
2
YUM icon
Yum! Brands
YUM
$697K
3
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
$630K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$502K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$501K

Sector Composition

1 Technology 0.15%
2 Consumer Discretionary 0%
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
$89.3M 38.67% 710,862 +8,884 +1% +$1.12M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$72.5B
$52.1M 22.57% 616,525 +11,294 +2% +$955K
BIV icon
3
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$49.5M 21.42% 631,290 +10,260 +2% +$804K
CGGO icon
4
Capital Group Global Growth Equity ETF
CGGO
$6.87B
$18.5M 8% 612,747 -20,880 -3% -$630K
VOO icon
5
Vanguard S&P 500 ETF
VOO
$726B
$6.67M 2.89% 12,635 -2,674 -17% -$1.41M
IBTI icon
6
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.09B
$1.54M 0.67% 68,489 +10,842 +19% +$244K
IBTF icon
7
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.92B
$1.29M 0.56% 54,947 +7,605 +16% +$178K
IBDT icon
8
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.09B
$1.22M 0.53% 47,763 +5,396 +13% +$138K
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$36.2B
$1.09M 0.47% 16,357 -669 -4% -$44.5K
IBTE
10
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$1.02M 0.44% 42,698 -20,876 -33% -$501K
IBTH icon
11
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.7B
$928K 0.4% 41,008 +8,509 +26% +$193K
IBTG icon
12
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$848K 0.37% 36,777 +8,029 +28% +$185K
IBDP
13
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$809K 0.35% 32,079 -19,912 -38% -$502K
IBDQ icon
14
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.87B
$787K 0.34% 31,337 +3,987 +15% +$100K
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.3B
$771K 0.33% 31,632 +3,705 +13% +$90.3K
IBDR icon
16
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$760K 0.33% 31,284 +3,608 +13% +$87.7K
IBTJ icon
17
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$723M
$652K 0.28% 29,516 +19,361 +191% +$428K
IBDU icon
18
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.87B
$581K 0.25% +24,719 New +$581K
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$116B
$506K 0.22% 1,347 – –
IAU icon
20
iShares Gold Trust
IAU
$50.6B
$413K 0.18% +8,317 New +$413K
NVDA icon
21
NVIDIA
NVDA
$4.24T
$345K 0.15% 2,838 -22 -0.8% -$2.67K
JEPI icon
22
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$280K 0.12% 4,713 -94 -2% -$5.59K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.15B
$277K 0.12% 15,371 +67 +0.4% +$1.21K
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$293M
$277K 0.12% 11,629 -216 -2% -$5.14K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$662B
$273K 0.12% +473 New +$273K
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