RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.38M
3
+$1.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$480K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$125K

Top Sells

1
+$1.51M
2
+$404K
3
+$173K
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$160K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$113K

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$51.7M 23.57%
674,766
+16,848
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$69.9B
$44.2M 20.16%
1,580,323
-4,043
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$78.3B
$35.6M 16.23%
291,649
-12,378
IWL icon
4
iShares Russell Top 200 ETF
IWL
$1.89B
$25.6M 11.69%
186,515
+3,493
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$7.32B
$18.1M 8.24%
637,627
+3,973
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.85B
$16.8M 7.64%
921,813
+241,191
VOO icon
7
Vanguard S&P 500 ETF
VOO
$764B
$5.82M 2.65%
11,323
-786
BTC
8
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$5.54M 2.53%
+151,905
IBTI icon
9
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$1.79M 0.81%
80,238
-330
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$1.46M 0.67%
57,958
-362
IBTF icon
11
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$1.45M 0.66%
61,955
-6,861
IBTG icon
12
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$1.27M 0.58%
55,316
-4,798
IBDS icon
13
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$1.21M 0.55%
50,242
+153
IBTH icon
14
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$1.19M 0.55%
53,285
-7,709
IBDR icon
15
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$1.14M 0.52%
47,258
-4,544
IBDQ icon
16
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$1.08M 0.49%
43,004
-4,384
IBTJ icon
17
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$752M
$864K 0.39%
39,685
IBDU icon
18
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$791K 0.36%
34,192
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$37.5B
$585K 0.27%
27,189
IAU icon
20
iShares Gold Trust
IAU
$60.9B
$490K 0.22%
8,317
-145
IWF icon
21
iShares Russell 1000 Growth ETF
IWF
$123B
$486K 0.22%
1,347
JEPI icon
22
JPMorgan Equity Premium Income ETF
JEPI
$41B
$395K 0.18%
6,907
+2,194
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.4B
$290K 0.13%
17,454
+2,083
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$303M
$269K 0.12%
11,501
-128
IVV icon
25
iShares Core S&P 500 ETF
IVV
$666B
$262K 0.12%
466
-13
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