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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
+5.72%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$231M
AUM Growth
+$14.2M
Cap. Flow
+$1.92M
Cap. Flow %
0.83%
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
+$1.08M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$923K
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$791K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$573K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$423K

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.36M
2
YUM icon
Yum! Brands
YUM
+$697K
3
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$612K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$500K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$500K

Sector Composition

1 Technology 0.15%
2 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
$89.3M 38.67%
710,862
+8,884
+1% +$1.08M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$100B
$52.1M 22.57%
1,849,575
+33,882
+2% +$923K
BIV icon
3
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$49.5M 21.42%
631,290
+10,260
+2% +$791K
CGGO icon
4
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$18.5M 8%
612,747
-20,880
-3% -$612K
VOO icon
5
Vanguard S&P 500 ETF
VOO
$986B
$6.67M 2.89%
12,635
-2,674
-17% -$1.36M
IBTI icon
6
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$1.54M 0.67%
68,489
+10,842
+19% +$241K
IBTF
7
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.29M 0.56%
54,947
+7,605
+16% +$177K
IBDT icon
8
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$1.22M 0.53%
47,763
+5,396
+13% +$136K
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$43.5B
$1.09M 0.47%
49,071
-2,007
-4% -$42.9K
IBTE
10
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$1.02M 0.44%
42,698
-20,876
-33% -$500K
IBTH icon
11
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$928K 0.4%
41,008
+8,509
+26% +$191K
IBTG icon
12
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$848K 0.37%
36,777
+8,029
+28% +$184K
IBDP
13
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$809K 0.35%
32,079
-19,912
-38% -$500K
IBDQ
14
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$787K 0.34%
31,337
+3,987
+15% +$99.5K
IBDS icon
15
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$771K 0.33%
31,632
+3,705
+13% +$89.3K
IBDR icon
16
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$760K 0.33%
31,284
+3,608
+13% +$86.9K
IBTJ icon
17
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$652K 0.28%
29,516
+19,361
+191% +$423K
IBDU icon
18
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.99B
$581K 0.25%
+24,719
New +$573K
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$126B
$506K 0.22%
5,388
– –
IAU icon
20
iShares Gold Trust
IAU
$61.9B
$413K 0.18%
+8,317
New +$389K
NVDA icon
21
NVIDIA
NVDA
$5.02T
$345K 0.15%
2,838
-22
-0.8% -$2.6K
JEPI icon
22
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$280K 0.12%
4,713
-94
-2% -$5.41K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.2B
$277K 0.12%
15,371
+67
+0.4% +$1.18K
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$452M
$277K 0.12%
11,629
-216
-2% -$5.06K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$893B
$273K 0.12%
+473
New +$263K
1
2

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