Reliant Wealth Planning
CIK 1823393 · Holdings on Jun 30, 2024 · First reported Jul 11, 2024
Top ten holdings
Q2 2024- ITOT38.47%
- SCHD21.71%
- BIV21.46%
- CGGO8.61%
- VOO3.53%
- IBTE0.70%
- IBDP0.60%
- IBTI0.58%
- 46436E8660.51%
- SCHB0.49%
Share classes counted separately96.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHDWeight decreased · -0.95 pp22.66% → 21.71%Shares +17.73K (+3.02%)
- VOOWeight decreased · -0.90 pp4.43% → 3.53%Shares -3.94K (-20.46%)
- BIVWeight decreased · -0.59 pp22.05% → 21.46%Shares +9.59K (+1.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $83.38M | 38.47% | 701.98K shares | 38.59% → 38.47%-0.12 pp +2.27K (+0.32%) | Added | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $47.06M | 21.71% | 605.23K shares | 22.66% → 21.71%-0.95 pp +17.73K (+3.02%) | Added | ↗▾ |
| 03 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $46.51M | 21.46% | 621.03K shares | 22.05% → 21.46%-0.59 pp +9.59K (+1.57%) | Added | ↗▾ |
| 04 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $18.65M | 8.61% | 633.63K shares | 8.21% → 8.61%+0.40 pp +37.34K (+6.26%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $7.66M | 3.53% | 15.31K shares | 4.43% → 3.53%-0.90 pp -3.94K (-20.46%) | Reduced | ↗▾ |
| 06 | IBTEISHARES IBONDS DEC 2024 TERMIBONDS 24 TRM TS View history and evidence | $1.52M | 0.70% | 63.57K shares | 0.42% → 0.70%+0.28 pp +26.70K (+72.39%) | Added | ↗▾ |
| 07 | IBDPISHARES IBONDS DEC 2024 TERMIBONDS DEC24 ETF View history and evidence | $1.31M | 0.60% | 51.99K shares | 0.32% → 0.60%+0.28 pp +25.47K (+96.01%) | Added | ↗▾ |
| 08 | IBTIISHARES IBONDS DEC 2028 TERMIBONDS 28 TRM TS View history and evidence | $1.26M | 0.58% | 57.65K shares | 0.32% → 0.58%+0.26 pp +26.93K (+87.64%) | Added | ↗▾ |
| 09 | 46436E866ISHARES TRIBONDS 25 TRM TS View history and evidence | $1.10M | 0.51% | 47.34K shares | 0.47% → 0.51%+0.04 pp +4.63K (+10.84%) | Added | ↗▾ |
| 10 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $1.07M | 0.49% | 17.03K shares | 0.26% → 0.49%+0.23 pp +7.96K (+87.86%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1823393 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 216749866
}Take these holdings further.
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