RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
-1.18%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
Cap. Flow
+$18.9M
Cap. Flow %
8.88%
Top 10 Hldgs %
94.5%
Holding
30
New
4
Increased
16
Reduced
4
Closed
2

Top Buys

1
IWL icon
iShares Russell Top 200 ETF
IWL
$26.5M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$26.4M
3
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
$13.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$1.99M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
$611K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$52.3M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$1.02M
3
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$809K
4
VOO icon
Vanguard S&P 500 ETF
VOO
$283K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
$29.1K

Sector Composition

1 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$49.2M 23.06%
657,918
+26,628
+4% +$1.99M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$72.5B
$43.3M 20.3%
1,584,366
+967,841
+157% +$26.4M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$39.1M 18.34%
304,027
-406,835
-57% -$52.3M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$1.79B
$26.5M 12.42%
+183,022
New +$26.5M
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$6.87B
$18.5M 8.68%
633,654
+20,907
+3% +$611K
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.39B
$13.6M 6.37%
+680,622
New +$13.6M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$726B
$6.52M 3.06%
12,109
-526
-4% -$283K
IBTI icon
8
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.09B
$1.76M 0.83%
80,568
+12,079
+18% +$265K
IBTF icon
9
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.92B
$1.6M 0.75%
68,816
+13,869
+25% +$323K
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.09B
$1.45M 0.68%
58,320
+10,557
+22% +$263K
IBTG icon
11
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$1.37M 0.64%
60,114
+23,337
+63% +$532K
IBTH icon
12
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.7B
$1.35M 0.64%
60,994
+19,986
+49% +$444K
IBDR icon
13
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$1.25M 0.58%
51,802
+20,518
+66% +$494K
IBDS icon
14
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.3B
$1.2M 0.56%
50,089
+18,457
+58% +$442K
IBDQ icon
15
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.87B
$1.19M 0.56%
47,388
+16,051
+51% +$402K
IBTJ icon
16
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$723M
$846K 0.4%
39,685
+10,169
+34% +$217K
IBDU icon
17
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.87B
$780K 0.37%
34,192
+9,473
+38% +$216K
SCHB icon
18
Schwab US Broad Market ETF
SCHB
$36.2B
$617K 0.29%
27,189
+10,832
+66% +$246K
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$116B
$541K 0.25%
1,347
– –
IAU icon
20
iShares Gold Trust
IAU
$50.6B
$419K 0.2%
8,462
+145
+2% +$7.18K
NVDA icon
21
NVIDIA
NVDA
$4.24T
$365K 0.17%
2,720
-118
-4% -$15.8K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$662B
$282K 0.13%
479
+6
+1% +$3.53K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.15B
$280K 0.13%
15,371
– –
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$293M
$272K 0.13%
11,629
– –
JEPI icon
25
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$271K 0.13%
4,713
– –
1
2