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Reliant Wealth Planning Top Holdings and 13F Report (2025)

About Reliant Wealth Planning

Investment Activity

  • Reliant Wealth Planning has $213.21 million in total holdings as of December 31, 2024.
  • Reliant Wealth Planning owns shares of 28 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 34.44% of the portfolio was purchased this quarter.
  • About 25.56% of the portfolio was sold this quarter.
  • This quarter, Reliant Wealth Planning has purchased 26 new stocks and bought additional shares in 16 stocks.
  • Reliant Wealth Planning sold shares of 4 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

iShares Russell Top 200 ETF
$26,485,114 Holding
TIDAL ETF TR
$13,585,215 Holding

Largest Purchases this Quarter

iShares Russell Top 200 ETF
183,022 shares (about $26.49M)
Schwab US Dividend Equity ETF
967,841 shares (about $26.44M)
TIDAL ETF TR
680,622 shares (about $13.59M)
Vanguard Intermediate-Term Bond ETF
26,628 shares (about $1.99M)
Capital Group Global Growth Equity ETF
20,907 shares (about $610.90K)

Largest Sales this Quarter

iShares Core S&P Total U.S. Stock Market ETF
406,835 shares (about $52.33M)
Vanguard S&P 500 ETF
526 shares (about $283.41K)
Vanguard ESG US Stock ETF
277 shares (about $29.05K)
NVIDIA
118 shares (about $15.85K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofReliant Wealth Planning

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$49,166,212$1,989,910 4.2%657,91823.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$43,284,879$26,441,416 157.0%1,584,36620.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$39,103,953$52,327,118 -57.2%304,02718.3%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$26,485,114$26,485,114 New Holding183,02212.4%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$18,515,370$610,903 3.4%633,6548.7%ETF
TIDAL ETF TR
$13,585,215$13,585,215 New Holding680,6226.4%FUNDSTRAT GRANNY
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,524,450$283,414 -4.2%12,1093.1%ETF
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$1,764,729$264,574 17.6%80,5680.8%Manufacturing
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$1,604,789$323,425 25.2%68,8160.8%Manufacturing
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,452,168$262,869 22.1%58,3200.7%ETF
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$1,371,200$532,317 63.5%60,1140.6%Manufacturing
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$1,353,866$443,623 48.7%60,9940.6%Manufacturing
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$1,246,874$493,868 65.6%51,8020.6%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$1,200,132$442,230 58.3%50,0890.6%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$1,187,069$402,077 51.2%47,3880.6%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$846,334$216,867 34.5%39,6850.4%Manufacturing
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$779,578$215,985 38.3%34,1920.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$617,190$245,886 66.2%27,1890.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$540,9280.0%1,3470.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$418,954$7,179 1.7%8,4620.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$365,269$15,846 -4.2%2,7200.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$281,978$3,532 1.3%4790.1%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$280,0600.0%15,3710.1%Manufacturing
iShares iBonds 2028 Term High Yield and Income ETF stock logo
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
$271,7550.0%11,6290.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$271,1390.0%4,7130.1%ETF
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$233,386$233,386 New Holding12,1600.1%Manufacturing
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$230,239$230,239 New Holding10,7790.1%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$223,730$29,054 -11.5%2,1330.1%ETF
iShares iBonds Dec 2024 Term Treasury ETF stock logo
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
$0$1,024,752 -100.0%00.0%Manufacturing
iShares iBonds Dec 2024 Term Corporate ETF stock logo
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
$0$808,712 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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