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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
-1.22%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$213M
AUM Growth
-$17.7M
Cap. Flow
-$15.7M
Cap. Flow %
-7.34%
Top 10 Hldgs %
94.5%
Holding
30
New
4
Increased
14
Reduced
6
Closed
2

Top Buys

1
IWL icon
iShares Russell Top 200 ETF
IWL
+$26.5M
2
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$14M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.02M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$627K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$533K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$52.7M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.54M
3
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.02M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$809K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$500K

Sector Composition

1 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$49.2M 23.06%
657,918
+26,628
+4% +$2.02M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$100B
$43.3M 20.3%
1,584,366
-265,209
-14% -$7.54M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$39.1M 18.34%
304,027
-406,835
-57% -$52.7M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.21B
$26.5M 12.42%
+183,022
New +$26.5M
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$18.5M 8.68%
633,654
+20,907
+3% +$627K
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.37B
$13.6M 6.37%
+680,622
New +$14M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$985B
$6.52M 3.06%
12,109
-526
-4% -$285K
IBTI icon
8
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$1.76M 0.83%
80,568
+12,079
+18% +$266K
IBTF
9
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.6M 0.75%
68,816
+13,869
+25% +$323K
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$1.45M 0.68%
58,320
+10,557
+22% +$265K
IBTG icon
11
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$1.37M 0.64%
60,114
+23,337
+63% +$533K
IBTH icon
12
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$1.35M 0.64%
60,994
+19,986
+49% +$445K
IBDR icon
13
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$1.25M 0.58%
51,802
+20,518
+66% +$495K
IBDS icon
14
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$1.2M 0.56%
50,089
+18,457
+58% +$444K
IBDQ
15
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$1.19M 0.56%
47,388
+16,051
+51% +$402K
IBTJ icon
16
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$846K 0.4%
39,685
+10,169
+34% +$219K
IBDU icon
17
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.99B
$780K 0.37%
34,192
+9,473
+38% +$218K
SCHB icon
18
Schwab US Broad Market ETF
SCHB
$43.4B
$617K 0.29%
27,189
-21,882
-45% -$500K
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$125B
$541K 0.25%
5,388
– –
IAU icon
20
iShares Gold Trust
IAU
$61.9B
$419K 0.2%
8,462
+145
+2% +$7.29K
NVDA icon
21
NVIDIA
NVDA
$5T
$365K 0.17%
2,720
-118
-4% -$16.3K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$891B
$282K 0.13%
479
+6
+1% +$3.55K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.18B
$280K 0.13%
15,371
– –
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$452M
$272K 0.13%
11,629
– –
JEPI icon
25
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$271K 0.13%
4,713
– –
1
2

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