Reliant Wealth Planning
CIK 1823393 · Holdings on Sep 30, 2025 · First reported Nov 18, 2025
Top ten holdings
Q3 2025- BIV14.89%
- SCHD14.73%
- ITOT12.54%
- IWL10.85%
- BALT10.18%
- GRNY8.08%
- CGGO7.36%
- RISR5.09%
- BTC2.78%
- VOO1.86%
Share classes counted separately88.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BALTWeight increased · +9.72 pp0.46% → 10.18%Shares +920.90K (+2,526.97%)
- BIVWeight decreased · -5.64 pp20.53% → 14.89%Shares -91.72K (-13.49%)
- ITOTWeight decreased · -2.34 pp14.88% → 12.54%Shares -16.70K (-5.91%)
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 30
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 | $45.94M | 14.89% | 588.27K shares | 20.53% → 14.89%-5.64 pp -91.72K (-13.49%) | Reduced | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $45.45M | 14.73% | 1.66M shares | 17.07% → 14.73%-2.34 pp +14.28K (+0.87%) | Added | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $38.68M | 12.54% | 265.59K shares | 14.88% → 12.54%-2.34 pp -16.70K (-5.91%) | Reduced | ↗▾ |
| 04 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $33.49M | 10.85% | 201.62K shares | 12.23% → 10.85%-1.38 pp -2.90K (-1.42%) | Reduced | ↗▾ |
| 05 | BALTINN DEFINED WEALTH SHIELDDEFINED WLT SHLD View history and evidence | $31.42M | 10.18% | 957.35K shares | 0.46% → 10.18%+9.72 pp +920.90K (+2,526.97%) | Added | ↗▾ |
| 06 | GRNYFUNDSTR GRAN SH US LRG CAPFUNDSTRAT GRANNY View history and evidence | $24.93M | 8.08% | 997.67K shares | 9.02% → 8.08%-0.94 pp -20.92K (-2.05%) | Reduced | ↗▾ |
| 07 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $22.73M | 7.36% | 665.07K shares | 8.39% → 7.36%-1.03 pp -7.38K (-1.10%) | Reduced | ↗▾ |
| 08 | RISRFOLIOBE ALTR IN&IN H ETF-USDFOLIOBEYOND ALTE View history and evidence | $15.71M | 5.09% | 438.41K shares | Prior unavailable +438.41K | New | ↗▾ |
| 09 | BTCGRAYSCALE BITCOIN MINI ETFSHS NEW View history and evidence | $8.59M | 2.78% | 169.66K shares | 3.15% → 2.78%-0.37 pp +882 (+0.52%) | Added | ↗▾ |
| 10 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.74M | 1.86% | 9.37K shares | 2.44% → 1.86%-0.58 pp -1.65K (-14.99%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46435U432 ISHARES TR | Non-derivative | -76,769 | -$2.05M | SEC filing ↗ | SEC filing ↗ |
| 46138J528 INVESCO EXCH TRD SLF IDX FD | Non-derivative | -83,356 | -$2.05M | SEC filing ↗ | SEC filing ↗ |
| ZFEB INOTR EQ DEF PR ETF - 1 YR F | Non-derivative | -39,381 | -$960.17K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1823393 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 18, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 308587970
}Research all 50 reported holdings.
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