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

About Reliant Wealth Planning

Investment Activity

Reliant Wealth Planning has $216.75 million in total holdings as of June 30, 2024.
Reliant Wealth Planning owns shares of 24 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
Approximately 4.00% of the portfolio was purchased this quarter.
About 0.91% of the portfolio was sold this quarter.
This quarter, Reliant Wealth Planning has purchased 21 new stocks and bought additional shares in 17 stocks.
Reliant Wealth Planning sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

iShares Core S&P Total U.S. Stock Market ETF: $83,380,973
Schwab US Dividend Equity ETF: $47,062,763
Vanguard Intermediate-Term Bond ETF: $46,508,937
Capital Group Global Growth Equity ETF: $18,653,979
Vanguard S&P 500 ETF: $7,656,490

Largest New Holdings this Quarter

iShares iBonds 2028 Term High Yield and Income ETF: $273,856 Holding
JPMorgan Equity Premium Income ETF: $272,461 Holding
Global X Nasdaq 100 Covered Call ETF: $270,422 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 17,727 shares (about $1.38M)
Capital Group Global Growth Equity ETF: 37,339 shares (about $1.10M)
Vanguard Intermediate-Term Bond ETF: 9,591 shares (about $718.27K)
iShares iBonds Dec 2024 Term Treasury ETF: 26,697 shares (about $640.19K)
iShares iBonds Dec 2024 Term Corporate ETF: 25,466 shares (about $639.96K)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 3,937 shares (about $1.97M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ITOT iShares Core S&P Total U.S. Stock Market ETF	$83,380,973	$269,393 ▲	0.3%	701,978	38.5%	ETF
SCHD Schwab US Dividend Equity ETF	$47,062,763	$1,378,452 ▲	3.0%	605,231	21.7%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$46,508,937	$718,270 ▲	1.6%	621,030	21.5%	ETF
CGGO Capital Group Global Growth Equity ETF	$18,653,979	$1,099,260 ▲	6.3%	633,627	8.6%	ETF
VOO Vanguard S&P 500 ETF	$7,656,490	$1,969,012 ▼	-20.5%	15,309	3.5%	ETF
IBTE iShares iBonds Dec 2024 Term Treasury ETF	$1,524,505	$640,194 ▲	72.4%	63,574	0.7%	Manufacturing
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$1,306,534	$639,961 ▲	96.0%	51,991	0.6%	ETF
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$1,258,451	$587,781 ▲	87.6%	57,647	0.6%	Manufacturing
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$1,099,281	$107,532 ▲	10.8%	47,342	0.5%	Manufacturing
SCHB Schwab US Broad Market ETF	$1,070,425	$500,634 ▲	87.9%	17,026	0.5%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,049,431	$587,223 ▲	127.0%	42,367	0.5%	ETF
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$717,415	$206,026 ▲	40.3%	32,499	0.3%	Manufacturing
YUM Yum! Brands	$696,607	$463,345 ▲	198.6%	5,259	0.3%	Retail/Wholesale
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$679,921	$56,557 ▲	9.1%	27,350	0.3%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$662,708	$205,739 ▲	45.0%	27,927	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$659,242	$34,491 ▲	5.5%	27,676	0.3%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$651,280	$34,481 ▲	5.6%	28,748	0.3%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$490,995		0.0%	1,347	0.2%	ETF
NVDA NVIDIA	$353,324	$317,250 ▲	879.5%	2,860	0.2%	Computer and Technology
IBHH iShares iBonds 2028 Term High Yield and Income ETF	$273,856	$273,856 ▲	New Holding	11,845	0.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$272,461	$272,461 ▲	New Holding	4,807	0.1%	ETF
QYLD Global X Nasdaq 100 Covered Call ETF	$270,422	$270,422 ▲	New Holding	15,304	0.1%	Manufacturing
ESGV Vanguard ESG US Stock ETF	$232,854		0.0%	2,410	0.1%	ETF
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$217,012		0.0%	10,155	0.1%	Manufacturing