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Reliant Wealth Planning13F | |
| Reliant Wealth Planning | |
| Last update 2025-04-28 | 29 Stocks (1 new) |
| Value $219.00 Mil | Turnover 5 % |
Reliant Wealth Planning Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 674,766 | 51,666.8 | +2.56% | 23.570 | +0.59% | 0.230 | +1.61% | +4.72% | 23,130.4 | ||
SCHD | Schwab US Dividend Equity ETF | 1,580,323 | 44,185.8 | -0.26% | 20.160 | -0.05% | 0.060 | +7.21% | +1.80% | 71,276.8 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 291,649 | 35,584.1 | -4.07% | 16.230 | -0.75% | 0.060 | +16.80% | +8.66% | 73,098.8 | ||
IWL | iShares Russell Top 200 ETF | 186,515 | 25,629.0 | +1.91% | 11.690 | +0.22% | 1.670 | +17.24% | +9.23% | 1,777.2 | ||
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 637,627 | 18,064.0 | +0.63% | 8.240 | +0.05% | 0.320 | +16.42% | +12.23% | 6,537.6 | ||
GRNY |
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
| 921,813 | 16,754.0 | +35.44% | 7.640 | +2.00% | 1.960 | +25.78% | +16.83% | 1,874.9 | ||
VOO | Vanguard S&P 500 ETF | 11,323 | 5,819.0 | -6.49% | 2.650 | -0.20% | 0.000 | +16.62% | +9.12% | 665,051.3 | ||
BTC |
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
| 151,905 | 5,543.0 | New Holding | 2.530 | +2.53% | 0.160 | +27.04% | +25.89% | 5,442.3 | ||
IBTI |
iShares iBonds Dec 2028 Term Treasury ETF
iShares iBonds Dec 2028 Term Treasury ETF
| 80,238 | 1,785.3 | -0.41% | 0.810 | 0% | 0.180 | +0.85% | +3.61% | 1,071.0 | ||
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 57,958 | 1,464.0 | -0.62% | 0.670 | 0% | 0.050 | +1.61% | +4.13% | 2,879.9 |
Reliant Wealth Planning's Historical Top Holdings Breakdowns
Reliant Wealth Planning's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BTC |
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
| 2025-03-31 | New Buy New Buy | +2.53% | 34.99 ($41.26) 47.08 | $52.87 | 28.14% | New holding | 151,905 | 151,905 | |
GRNY |
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
| 2025-03-31 | Add Add | +2.00% | 17.87 ($19.83) 21.3 | $23.32 | 17.60% | Add 35.44% | 921,813 | 241,191 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -0.75% | 120.29 ($128.89) 134.6 | $138.94 | 7.80% | Reduce -4.07% | 291,649 | -12,378 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.59% | 73.78 ($75.44) 76.59 | $76.70 | 1.67% | Add 2.56% | 674,766 | 16,848 | |
IWL | iShares Russell Top 200 ETF | 2025-03-31 | Add Add | +0.22% | 135.83 ($145.12) 151.73 | $157.28 | 8.38% | Add 1.91% | 186,515 | 3,493 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.20% | 507.05 ($540.58) 563.67 | $584.04 | 8.04% | Reduce -6.49% | 11,323 | -786 | |
IBTH |
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
| 2025-03-31 | Reduce Reduce | -0.08% | 22.11 ($22.27) 22.43 | $22.39 | 0.55% | Reduce -12.64% | 53,285 | -7,709 | |
IBTF |
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
| 2025-03-31 | Reduce Reduce | -0.07% | 23.29 ($23.34) 23.38 | $23.34 | 0% | Reduce -9.97% | 61,955 | -6,861 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.06% | 56.17 ($58.26) 59.71 | $57.19 | -1.85% | Add 46.55% | 6,907 | 2,194 | |
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 2025-03-31 | Add Add | +0.05% | 28.33 ($29.71) 30.84 | $32.48 | 9.31% | Add 0.63% | 637,627 | 3,973 |
Reliant Wealth Planning Total Holding History ($B)
Reliant Wealth Planning's Asset Allocation
Reliant Wealth Planning Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Reliant Wealth Planning's Hypothetical Growth since 2025-03-31
Reliant Wealth Planning's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Reliant Wealth Planning's Holdings Heat Map
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Reliant Wealth Planning's Holdings Bubble Chart
Reliant Wealth Planning News
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