We are live on ! Find out more
RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
-1.73%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$219M
AUM Growth
+$6M
Cap. Flow
+$10.2M
Cap. Flow %
4.67%
Top 10 Hldgs %
94.2%
Holding
29
New
1
Increased
7
Reduced
14
Closed
–

Top Buys

1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$6.27M
2
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$4.78M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.27M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$507K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$128K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.6M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$425K
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$172K
4
IBTF
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
$29B
$51.7M 23.57%
674,766
+16,848
+3% +$1.27M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$100B
$44.2M 20.16%
1,580,323
-4,043
-0.3% -$113K
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$94.8B
$35.6M 16.23%
291,649
-12,378
-4% -$1.6M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.21B
$25.6M 11.69%
186,515
+3,493
+2% +$507K
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$18.1M 8.24%
637,627
+3,973
+0.6% +$118K
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.38B
$16.8M 7.64%
921,813
+241,191
+35% +$4.78M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$986B
$5.82M 2.65%
11,323
-786
-6% -$425K
BTC
8
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$5.54M 2.53%
+151,905
New +$6.27M
IBTI icon
9
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$1.79M 0.81%
80,238
-330
-0.4% -$7.26K
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$1.46M 0.67%
57,958
-362
-0.6% -$9.07K
IBTF
11
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.45M 0.66%
61,955
-6,861
-10% -$160K
IBTG icon
12
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$1.27M 0.58%
55,316
-4,798
-8% -$110K
IBDS icon
13
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$1.21M 0.55%
50,242
+153
+0.3% +$3.68K
IBTH icon
14
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$1.19M 0.55%
53,285
-7,709
-13% -$172K
IBDR icon
15
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.47B
$1.14M 0.52%
47,258
-4,544
-9% -$110K
IBDQ
16
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$1.08M 0.49%
43,004
-4,384
-9% -$110K
IBTJ icon
17
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$864K 0.39%
39,685
– –
IBDU icon
18
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.99B
$791K 0.36%
34,192
– –
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$43.5B
$585K 0.27%
27,189
– –
IAU icon
20
iShares Gold Trust
IAU
$61.9B
$490K 0.22%
8,317
-145
-2% -$7.84K
IWF icon
21
iShares Russell 1000 Growth ETF
IWF
$126B
$486K 0.22%
5,388
– –
JEPI icon
22
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$395K 0.18%
6,907
+2,194
+47% +$128K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.2B
$290K 0.13%
17,454
+2,083
+14% +$37.4K
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$452M
$269K 0.12%
11,501
-128
-1% -$3.01K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$893B
$262K 0.12%
466
-13
-3% -$7.68K
1
2

Similar funds

HLAM
Hidden Lake Asset Management New York $331M AUM 122.92% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $331M AUM 18.21% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
PCM
Payne Capital Management New York $331M AUM 19.65% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return