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Reliant Wealth Planning

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

Top 5 stock holdings are BIV, SCHD, ITOT, IWL, CGGO, and represent 82.81% of Reliant Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: IWL (+$27M), SCHD (+$26M), Tidal Etf Tr (+$14M), BIV, CGGO, IBTG, IBDR, IBTH, IBDS, IBDQ.
Started 4 new stock positions in IBDV, IWL, Tidal Etf Tr, IBTK.
Reduced shares in these 6 stocks: ITOT (-$52M), Ishares Ibonds Dec 2024 Term T, Ishares Tr ibnd dec24 etf, VOO, ESGV, NVDA.
Sold out of its positions in Ishares Tr ibnd dec24 etf, Ishares Ibonds Dec 2024 Term T.
Reliant Wealth Planning was a net buyer of stock by $19M.
Reliant Wealth Planning has $213M in assets under management (AUM), dropping by -7.68%.
Central Index Key (CIK): 0001823393

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Portfolio Holdings for Reliant Wealth Planning

Reliant Wealth Planning holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	23.1	$49M	+4%	658k	74.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	20.3	$43M	+156%	1.6M	27.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	18.3	$39M	-57%	304k	128.62	View chart
Ishares Tr Rus Top 200 Etf (IWL)	12.4	$27M	NEW	183k	144.71	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	8.7	$19M	+3%	634k	29.22	View chart
Tidal Etf Tr Fundstrat Granny	6.4	$14M	NEW	681k	19.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$6.5M	-4%	12k	538.81	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.8	$1.8M	+17%	81k	21.90	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.8	$1.6M	+25%	69k	23.32	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$1.5M	+22%	58k	24.90	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.6	$1.4M	+63%	60k	22.81	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.6	$1.4M	+48%	61k	22.20	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.6	$1.2M	+65%	52k	24.07	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.6	$1.2M	+58%	50k	23.96	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.6	$1.2M	+51%	47k	25.05	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.4	$846k	+34%	40k	21.33	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$780k	+38%	34k	22.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$617k	+66%	27k	22.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$541k		1.3k	401.58	View chart
Ishares Gold Trust Ishares New (IAU)	0.2	$419k		8.5k	49.51	View chart
NVIDIA Corporation (NVDA)	0.2	$365k	-4%	2.7k	134.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$282k		479.00	588.68	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$280k		15k	18.22	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$272k		12k	23.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$271k		4.7k	57.53	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$233k	NEW	12k	19.19	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$230k	NEW	11k	21.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$224k	-11%	2.1k	104.89	View chart

Past Filings by Reliant Wealth Planning

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

Reliant Wealth Planning 2024 Q4 filed Jan. 28, 2025
Reliant Wealth Planning 2024 Q3 filed Oct. 24, 2024
Reliant Wealth Planning 2024 Q2 filed July 11, 2024
Reliant Wealth Planning 2024 Q1 filed May 14, 2024
Reliant Wealth Planning 2023 Q4 filed Feb. 8, 2024
Reliant Wealth Planning 2023 Q3 filed Nov. 1, 2023
Reliant Wealth Planning 2023 Q2 filed July 7, 2023
Reliant Wealth Planning 2023 Q1 filed April 19, 2023
Reliant Wealth Planning 2022 Q4 filed Feb. 7, 2023
Reliant Wealth Planning 2022 Q3 filed Oct. 28, 2022
Reliant Wealth Planning 2022 Q2 filed Aug. 2, 2022
Reliant Wealth Planning 2022 Q1 filed May 10, 2022
Reliant Wealth Planning 2021 Q4 filed Feb. 14, 2022
Reliant Wealth Planning 2021 Q3 filed Nov. 9, 2021
Reliant Wealth Planning 2021 Q2 filed Aug. 10, 2021
Reliant Wealth Planning 2021 Q1 filed May 14, 2021

View all past filings

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