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Reliant Wealth Planning Portfolio holdings

AUM $364M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
-1.73%
1 Year Est. Return
+11.96%
3 Year Est. Return
+39.38%
5 Year Est. Return
+41.36%
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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 99.89%
2 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
$28.8B
$51.7M 23.57%
674,766
+16,848
+3% +$1.27M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$111B
$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
$97.4B
$35.6M 16.23%
291,649
-12,378
-4% -$1.6M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$2.26B
$25.6M 11.69%
186,515
+3,493
+2% +$507K
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$11.8B
$18.1M 8.24%
637,627
+3,973
+0.6% +$118K
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.75B
$16.8M 7.64%
921,813
+241,191
+35% +$4.78M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$1.03T
$5.82M 2.65%
11,323
-786
-6% -$425K
BTC
8
Grayscale Bitcoin Mini Trust ETF
BTC
$4.11B
$5.54M 2.53%
+151,905
New +$6.27M
IBTI icon
9
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2B
$1.79M 0.81%
80,238
-330
-0.4% -$7.26K
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$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
$2.08B
$1.27M 0.58%
55,316
-4,798
-8% -$110K
IBDS icon
13
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.91B
$1.21M 0.55%
50,242
+153
+0.3% +$3.68K
IBTH icon
14
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.34B
$1.19M 0.55%
53,285
-7,709
-13% -$172K
IBDR icon
15
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
$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
$1.37B
$864K 0.39%
39,685
– –
IBDU icon
18
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.1B
$791K 0.36%
34,192
– –
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$44.7B
$585K 0.27%
27,189
– –
IAU icon
20
iShares Gold Trust
IAU
$66.1B
$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
$46.2B
$395K 0.18%
6,907
+2,194
+47% +$128K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
$290K 0.13%
17,454
+2,083
+14% +$37.4K
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$459M
$269K 0.12%
11,501
-128
-1% -$3.01K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$898B
$262K 0.12%
466
-13
-3% -$7.68K
1
2

Similar funds

TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

Reliant Wealth Planning's Q1 2025 Portfolio in Review

As of Q1 2025, Reliant Wealth Planning held 29 positions worth $219M, up 2.8% from $213M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Reliant Wealth Planning deployed $10.2M of net new capital in Q1 2025, opening 1 new position and adding to 7 existing holdings. Its largest new stake was Grayscale Bitcoin Mini Trust ETF: 151,905 shares worth $5.54M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.

On the sell side, the largest reduction was iShares Core S&P Total US Stock Market ETF, an estimated $1.6M trimmed.

  • Reliant Wealth Planning's largest Q1 2025 buy was Grayscale Bitcoin Mini Trust ETF: 151,905 shares worth $5.54M.
  • Reliant Wealth Planning added most to FundStrat Granny Shots US Large Cap ETF in Q1 2025, an estimated $4.78M increase.
  • Reliant Wealth Planning's biggest Q1 2025 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.6M.
  • Reliant Wealth Planning's ten largest holdings make up 94% of its $219M portfolio in Q1 2025.
  • Reliant Wealth Planning opened 1 new position and closed 0 in Q1 2025.
  • Reliant Wealth Planning's portfolio value rose 2.8% quarter-over-quarter to $219M.

Based on Reliant Wealth Planning's 13F filing for Q1 2025, filed 28 Apr 2025.