Reliant Wealth Planning
CIK 1823393 · Holdings on Mar 31, 2025 · First reported Apr 28, 2025
Top ten holdings
Q1 2025- BIV23.57%
- SCHD20.16%
- ITOT16.23%
- IWL11.69%
- CGGO8.24%
- GRNY7.64%
- VOO2.65%
- BTC2.53%
- IBTI0.81%
- IBDT0.67%
Share classes counted separately94.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ITOTWeight decreased · -2.11 pp18.34% → 16.23%Shares -12.38K (-4.07%)
- GRNYWeight increased · +1.27 pp6.37% → 7.64%Shares +241.19K (+35.44%)
- IWLWeight decreased · -0.73 pp12.42% → 11.69%Shares +3.49K (+1.91%)
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 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $51.67M | 23.57% | 674.77K shares | 23.06% → 23.57%+0.51 pp +16.85K (+2.56%) | Added | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $44.19M | 20.16% | 1.58M shares | 20.30% → 20.16%-0.14 pp -4.04K (-0.26%) | Reduced | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $35.58M | 16.23% | 291.65K shares | 18.34% → 16.23%-2.11 pp -12.38K (-4.07%) | Reduced | ↗▾ |
| 04 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $25.63M | 11.69% | 186.51K shares | 12.42% → 11.69%-0.73 pp +3.49K (+1.91%) | Added | ↗▾ |
| 05 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $18.06M | 8.24% | 637.63K shares | 8.68% → 8.24%-0.44 pp +3.97K (+0.63%) | Added | ↗▾ |
| 06 | GRNYFUNDSTR GRAN SH US LRG CAPFUNDSTRAT GRANNY View history and evidence | $16.75M | 7.64% | 921.81K shares | 6.37% → 7.64%+1.27 pp +241.19K (+35.44%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.82M | 2.65% | 11.32K shares | 3.06% → 2.65%-0.41 pp -786 (-6.49%) | Reduced | ↗▾ |
| 08 | BTCGRAYSCALE BITCOIN MINI ETFSHS NEW View history and evidence | $5.54M | 2.53% | 151.91K shares | Prior unavailable +151.91K | New | ↗▾ |
| 09 | IBTIISHARES IBONDS DEC 2028 TERMIBONDS 28 TRM TS View history and evidence | $1.79M | 0.81% | 80.24K shares | 0.83% → 0.81%-0.02 pp -330 (-0.41%) | Reduced | ↗▾ |
| 10 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $1.46M | 0.67% | 57.96K shares | 0.68% → 0.67%-0.01 pp -362 (-0.62%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1823393 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported Apr 28, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 219204953
}Take these holdings further.
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