RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
This Quarter Return
-1.73%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
Cap. Flow
+$9.2M
Cap. Flow %
4.19%
Top 10 Hldgs %
94.2%
Holding
29
New
1
Increased
7
Reduced
14
Closed
–

Top Buys

1
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
$5.54M
2
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.38M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$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
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$1.51M
2
VOO icon
Vanguard S&P 500 ETF
VOO
$404K
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$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 Shares
Change % 		Capital Flow
BIV icon
1
Vanguard Intermediate-Term Bond ETF
BIV
$24B
$51.7M 23.57%
674,766
+16,848
+3% +$1.29M
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$72.3B
$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
$74.6B
$35.6M 16.23%
291,649
-12,378
-4% -$1.51M
IWL icon
4
iShares Russell Top 200 ETF
IWL
$1.78B
$25.6M 11.69%
186,515
+3,493
+2% +$480K
CGGO icon
5
Capital Group Global Growth Equity ETF
CGGO
$6.81B
$18.1M 8.24%
637,627
+3,973
+0.6% +$113K
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.37B
$16.8M 7.64%
921,813
+241,191
+35% +$4.38M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$720B
$5.82M 2.65%
11,323
-786
-6% -$404K
BTC
8
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
$5.54M 2.53%
+151,905
New +$5.54M
IBTI icon
9
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.08B
$1.79M 0.81%
80,238
-330
-0.4% -$7.34K
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.08B
$1.46M 0.67%
57,958
-362
-0.6% -$9.14K
IBTF icon
11
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.91B
$1.45M 0.66%
61,955
-6,861
-10% -$160K
IBTG icon
12
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.01B
$1.27M 0.58%
55,316
-4,798
-8% -$110K
IBDS icon
13
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.29B
$1.21M 0.55%
50,242
+153
+0.3% +$3.7K
IBTH icon
14
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.69B
$1.19M 0.55%
53,285
-7,709
-13% -$173K
IBDR icon
15
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.33B
$1.14M 0.52%
47,258
-4,544
-9% -$110K
IBDQ icon
16
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.86B
$1.08M 0.49%
43,004
-4,384
-9% -$110K
IBTJ icon
17
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$720M
$864K 0.39%
39,685
– –
IBDU icon
18
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.86B
$791K 0.36%
34,192
– –
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$35.9B
$585K 0.27%
27,189
– –
IAU icon
20
iShares Gold Trust
IAU
$51.8B
$490K 0.22%
8,317
-145
-2% -$8.55K
IWF icon
21
iShares Russell 1000 Growth ETF
IWF
$115B
$486K 0.22%
1,347
– –
JEPI icon
22
JPMorgan Equity Premium Income ETF
JEPI
$41B
$395K 0.18%
6,907
+2,194
+47% +$125K
QYLD icon
23
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.12B
$290K 0.13%
17,454
+2,083
+14% +$34.6K
IBHH icon
24
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$291M
$269K 0.12%
11,501
-128
-1% -$2.99K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$657B
$262K 0.12%
466
-13
-3% -$7.31K
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