Reliant Wealth Planning

Latest statistics and disclosures from Reliant Wealth Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITOT, SCHD, BIV, CGGO, VOO, and represent 93.54% of Reliant Wealth Planning's stock portfolio.
  • Added to shares of these 10 stocks: ITOT, SCHD, BIV, IBDU, IBTJ, IAU, IVV, IBTI, IBTH, IBTG.
  • Started 3 new stock positions in IAU, IBDU, IVV.
  • Reduced shares in these 9 stocks: VOO, YUM, CGGO, IBDP, IBTE, SCHB, JEPI, IBHH, NVDA.
  • Sold out of its position in YUM.
  • Reliant Wealth Planning was a net buyer of stock by $2.0M.
  • Reliant Wealth Planning has $231M in assets under management (AUM), dropping by 6.55%.
  • Central Index Key (CIK): 0001823393

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Portfolio Holdings for Reliant Wealth Planning

Reliant Wealth Planning holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 38.7 $89M 711k 125.62
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Schwab Strategic Tr Us Dividend Eq (SCHD) 22.6 $52M 617k 84.53
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Vanguard Bd Index Fds Intermed Term (BIV) 21.4 $50M 631k 78.37
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 8.0 $19M -3% 613k 30.15
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $6.7M -17% 13k 527.67
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.7 $1.5M +18% 69k 22.51
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.6 $1.3M +16% 55k 23.42
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.5 $1.2M +12% 48k 25.53
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.1M -3% 16k 66.52
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.4 $1.0M -32% 43k 24.00
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.4 $928k +26% 41k 22.64
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.4 $848k +27% 37k 23.07
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.4 $809k -38% 32k 25.21
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $787k +14% 31k 25.10
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Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $771k +13% 32k 24.37
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $760k +13% 31k 24.30
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.3 $653k +190% 30k 22.11
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Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $581k NEW 25k 23.51
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $506k 1.3k 375.38
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Ishares Gold Tr Ishares New (IAU) 0.2 $413k NEW 8.3k 49.70
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NVIDIA Corporation (NVDA) 0.1 $345k 2.8k 121.44
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $281k 4.7k 59.51
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $277k 15k 18.04
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Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.1 $277k 12k 23.80
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $273k NEW 473.00 576.82
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $245k 2.4k 101.65
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Past Filings by Reliant Wealth Planning

SEC 13F filings are viewable for Reliant Wealth Planning going back to 2020

View all past filings