Reliant Wealth Planning Holdings & Portfolio - 13F Filings Analysis - Stocknear

Reliant Wealth Planning

CIK Number: 0001823393

256.15M
Market Value
29
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Main Sectors:
Top Industries:

Filing Date: Apr 28, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BIV Vanguard Interm...
78.56
+0.14% 674.77K +2.56% 51.67M 75.47 23.57% Share
2 SCHD Schwab U.S. Div...
27.73
+0.82% 1.58M -0.26% 44.19M 24.15 20.16% Share
3 ITOT iShares Core S&...
144.19
+0.91% 291.65K -4.07% 35.58M 79.24 16.23% Share
4 IWL iShares Russell...
163.38
+0.65% 186.51K +1.91% 25.63M 144.57 11.69% Share
5 CGGO Capital Group G...
33.55
+1.07% 637.63K +0.63% 18.06M 26 8.24% Share
6 GRNY Tidal Trust III...
24.43
+0.69% 921.81K +35.44% 16.75M 19.49 7.64% Share
7 VOO Vanguard S&P 50...
604.58
+0.82% 11.32K -6.49% 5.82M 304 2.65% Share
8 BTC Grayscale Bitco...
50.70
+0.76% 151.91K +100.00% 5.54M 36.49 2.53% Share
9 IBTI iShares iBonds ...
22.40
-0.09% 80.24K -0.41% 1.79M 22.02 0.81% Share
10 IBDT iShares iBonds ...
25.54
+0.10% 57.96K -0.62% 1.46M 24.89 0.67% Share
11 IBTF iShares iBonds ...
23.32
+0.02% 61.95K -9.97% 1.45M 23.2 0.66% Share
12 IBTG iShares iBonds ...
22.91
+0.02% 55.32K -7.98% 1.27M 22.7 0.58% Share
13 IBDS iShares iBonds ...
24.31
+0.04% 50.24K +0.31% 1.21M 23.73 0.55% Share
14 IBTH iShares iBonds ...
22.50
+0.02% 53.28K -12.64% 1.19M 22.18 0.55% Share
15 IBDR iShares iBonds ...
24.23
-0.04% 47.26K -8.77% 1.14M 23.73 0.52% Share
16 IBDQ iShares iBonds ...
25.12
+0.02% 43K -9.25% 1.08M 24.7 0.49% Share
17 IBTJ iShares iBonds ...
22.02
+0.02% 39.69K 0.00% 863.94K 21.7 0.39% Share
18 IBDU iShares iBonds ...
23.52
+0.09% 34.19K 0.00% 790.86K 23.31 0.36% Share
19 SCHB Schwab U.S. Bro...
25.43
+0.93% 27.19K 0.00% 585.38K 17.62 0.27% Share
20 IAU iShares Gold Tr...
68.53
-0.17% 8.32K -1.71% 490.37K 49.7 0.22% Share
21 IWF iShares Russell...
458.61
+0.52% 1.35K 0.00% 486.39K 218.7 0.22% Share
22 JEPI JPMorgan Equity...
57.24
+0.60% 6.91K +46.55% 394.67K 56.44 0.18% Share
23 QYLD Global X NASDAQ...
16.95
+0.41% 17.45K +13.55% 290.26K 17.63 0.13% Share
24 IBHH iShares iBonds ...
23.83
+0.13% 11.5K -1.1% 268.66K 22.96 0.12% Share
25 IVV iShares Core S&...
660.91
+0.83% 466 -2.71% 261.85K 576.97 0.12% Share
26 NVDA NVIDIA Corporat...
177.06
-0.15% 2.25K -17.43% 243.42K 90.36 0.11% Share
27 IBTK iShares iBonds ...
19.95
+0.03% 12.16K 0.00% 239.07K 19.19 0.11% Share
28 IBDV iShares iBonds ...
22.21
+0.18% 10.78K 0.00% 234.12K 21.36 0.11% Share
29 ESGV Vanguard ESG U....
117.23
+0.91% 2.13K 0.00% 208.93K 85.15 0.10% Share