Reliant Wealth Planning

CIK Number: 0001823393

219.2M
Market Value
28
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Main Sectors:
Top Industries:
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BIV Vanguard Interm...
76.33
+0.34% 657.92K +4.22% 49.17M 75.44 23.06%
2 SCHD Schwab U.S. Div...
26.70
-0.8% 1.58M +156.98% 43.28M 24.15 20.30%
3 ITOT iShares Core S&...
130.11
-0.88% 304.03K -57.23% 39.1M 79.24 18.34%
4 IWL iShares Russell...
147.43
-0.87% 183.02K +100.00% 26.49M 144.71 12.42%
5 CGGO Capital Group G...
30.94
-0.99% 633.65K +3.41% 18.52M 25.98 8.68%
6 GRNY Tidal Trust III...
21.43
-1.13% 680.62K +100.00% 13.59M 19.96 6.37%
7 VOO Vanguard 500 In...
549.20
-0.88% 12.11K -4.16% 6.52M 304 3.06%
8 IBTI iShares iBonds ...
22.20
+0.16% 80.57K +17.64% 1.76M 22.02 0.83%
9 IBTF iShares iBonds ...
23.32
+0.02% 68.82K +25.24% 1.6M 23.2 0.75%
10 IBDT iShares iBonds ...
25.23
+0.02% 58.32K +22.10% 1.45M 24.89 0.68%
11 IBTG iShares iBonds ...
22.86
+0.01% 60.11K +63.46% 1.37M 22.7 0.64%
12 IBTH iShares iBonds ...
22.38
+0.11% 60.99K +48.74% 1.35M 22.18 0.64%
13 IBDR iShares iBonds ...
24.18
+0.07% 51.8K +65.59% 1.25M 23.73 0.58%
14 IBDS iShares iBonds ...
24.14
+0.06% 50.09K +58.35% 1.2M 23.73 0.56%
15 IBDQ iShares iBonds ...
25.12
-0.07% 47.39K +51.22% 1.19M 24.7 0.56%
16 IBTJ iShares iBonds ...
21.73
+0.20% 39.69K +34.45% 846.33K 21.7 0.40%
17 IBDU iShares iBonds ...
23.14
+0.13% 34.19K +38.32% 779.58K 23.31 0.37%
18 SCHB Schwab U.S. Bro...
23.02
-0.82% 27.19K +66.22% 617.19K 17.62 0.29%
19 IWF iShares Russell...
406.54
-0.88% 1.35K 0.00% 540.93K 218.7 0.25%
20 IAU iShares Gold Tr...
63.83
+0.05% 8.46K +1.74% 418.95K 49.7 0.20%
21 NVDA NVIDIA Corporat...
144.07
-0.43% 2.72K -4.16% 365.27K 90.36 0.17%
22 IVV iShares Core S&...
598.51
-0.87% 479 +1.27% 281.98K 576.97 0.13%
23 QYLD Global X NASDAQ...
16.63
-0.18% 15.37K 0.00% 280.06K 17.76 0.13%
24 IBHH iShares iBonds ...
23.44
-0.3% 11.63K 0.00% 271.75K 22.96 0.13%
25 JEPI JPMorgan Equity...
55.86
-0.72% 4.71K 0.00% 271.14K 56.11 0.13%
26 IBTK iShares iBonds ...
19.61
+0.28% 12.16K +100.00% 233.39K 19.19 0.11%
27 IBDV iShares iBonds ...
21.74
+0.09% 10.78K +100.00% 230.24K 21.36 0.11%
28 ESGV Vanguard ESG U....
105.58
-0.92% 2.13K -11.49% 223.73K 85.15 0.10%