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, VOO, CGGO, and represent 96.49% of Reliant Wealth Planning's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$18M), CGGO (+$16M), ITOT (+$7.6M), SCHD, IBTI, IBDT, IBTE, IBTH, ESGV, IBTF.
- Started 3 new stock positions in ESGV, IBTI, IBDT.
- Reduced shares in these 5 stocks: VOO (-$20M), EQAL (-$13M), Ishares Tr ibnd dec23 etf (-$6.4M), Ishares Ibonds Dec 2023 Term T (-$6.2M), YUM.
- Sold out of its positions in EQAL, Ishares Tr ibnd dec23 etf, Ishares Ibonds Dec 2023 Term T, YUM.
- Reliant Wealth Planning was a net buyer of stock by $1.8M.
- Reliant Wealth Planning has $206M in assets under management (AUM), dropping by 9.26%.
- Central Index Key (CIK): 0001823393
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Portfolio Holdings for Reliant Wealth Planning
Reliant Wealth Planning holds 18 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 35.1 | $72M | +11% | 687k | 105.23 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 20.1 | $41M | +9% | 543k | 76.13 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 19.9 | $41M | +76% | 536k | 76.38 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.2 | $27M | -42% | 62k | 436.80 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 8.2 | $17M | +3305% | 658k | 25.73 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.4 | $868k | +65% | 36k | 23.86 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.4 | $722k | +32% | 31k | 23.28 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.3 | $661k | +24% | 27k | 24.91 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $627k | +9% | 26k | 23.90 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.3 | $622k | +9% | 27k | 22.86 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $621k | +12% | 25k | 24.76 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.3 | $614k | NEW | 28k | 22.21 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.3 | $519k | +76% | 23k | 22.39 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $505k | 9.1k | 55.67 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $461k | +55% | 19k | 23.93 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $408k | 1.3k | 303.17 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $399k | NEW | 16k | 25.09 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $203k | NEW | 2.4k | 85.06 |
|
Past Filings by Reliant Wealth Planning
SEC 13F filings are viewable for Reliant Wealth Planning going back to 2020
- 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
- Reliant Wealth Planning 2020 Q3 filed Feb. 17, 2021
- Reliant Wealth Planning 2020 Q4 filed Feb. 17, 2021
- Reliant Wealth Planning 2019 Q4 filed Sept. 3, 2020
- Reliant Wealth Planning 2020 Q1 filed Sept. 3, 2020