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Reliant Wealth Planning Top Holdings and 13F Report (2024)

About Reliant Wealth Planning

Investment Activity

  • Reliant Wealth Planning has $230.94 million in total holdings as of September 30, 2024.
  • Reliant Wealth Planning owns shares of 26 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 2.51% of the portfolio was purchased this quarter.
  • About 1.64% of the portfolio was sold this quarter.
  • This quarter, Reliant Wealth Planning has purchased 24 new stocks and bought additional shares in 13 stocks.
  • Reliant Wealth Planning sold shares of 8 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

iShares Gold Trust
$413,355 Holding
iShares Core S&P 500 ETF
$272,836 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
11,294 shares (about $954.68K)
Vanguard Intermediate-Term Bond ETF
10,260 shares (about $804.08K)
iShares iBonds Dec 2029 Term Corporate ETF
24,719 shares (about $581.14K)
iShares iBonds Dec 2029 Term Treasury ETF
19,361 shares (about $427.97K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
2,674 shares (about $1.41M)
Capital Group Global Growth Equity ETF
20,880 shares (about $629.53K)
iShares iBonds Dec 2024 Term Corporate ETF
19,912 shares (about $501.98K)
iShares iBonds Dec 2024 Term Treasury ETF
20,876 shares (about $501.02K)
Schwab US Broad Market ETF
669 shares (about $44.50K)

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
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$89,298,484$1,116,008 1.3%710,86238.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$52,114,858$954,682 1.9%616,52522.6%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$49,474,197$804,076 1.7%631,29021.4%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$18,474,322$629,532 -3.3%612,7478.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,667,110$1,410,989 -17.5%12,6352.9%ETF
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$1,541,359$244,001 18.8%68,4890.7%Manufacturing
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$1,286,859$178,109 16.1%54,9470.6%Manufacturing
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,219,389$137,760 12.7%47,7630.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$1,088,068$44,502 -3.9%16,3570.5%ETF
iShares iBonds Dec 2024 Term Treasury ETF stock logo
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
$1,024,752$501,024 -32.8%42,6980.4%Manufacturing
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$928,216$192,601 26.2%41,0080.4%Manufacturing
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$848,262$185,189 27.9%36,7770.4%Manufacturing
iShares iBonds Dec 2024 Term Corporate ETF stock logo
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
$808,712$501,982 -38.3%32,0790.4%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$786,559$100,074 14.6%31,3370.3%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$770,872$90,291 13.3%31,6320.3%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$760,201$87,674 13.0%31,2840.3%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$652,451$427,975 190.7%29,5160.3%Manufacturing
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$581,144$581,144 New Holding24,7190.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$505,6370.0%1,3470.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$413,355$413,355 New Holding8,3170.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$344,647$2,672 -0.8%2,8380.1%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$280,471$5,594 -2.0%4,7130.1%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$277,293$1,209 0.4%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
$276,770$5,141 -1.8%11,6290.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$272,836$272,836 New Holding4730.1%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$244,9770.0%2,4100.1%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$0$696,607 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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