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CIK: 0001823393
Total reported value
$363.6M
$363.6M
21 檔
55.2%
In Q1 2024, Reliant Wealth Planning's U.S. equity holdings reached a combined market value of $363.6M, distributed across 21 disclosed stock positions.
During Q1 2024, Reliant Wealth Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 38.59% | +0.25% | +1.79% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 22.66% | — | +8.14% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 22.05% | -0.93% | +14.05% | |
| 4 | CGGO | Cap Group Global Growth | ETF-Other | 8.21% | +1.11% | -9.39% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | +0.04% | -69.05% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.47% | — | +37.63% | |
| 7 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.42% | — | +1.37% | |
| 8 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.32% | -0.03% | +11.21% | |
| 9 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.32% | — | — | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.30% | -0.03% | — | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.30% | — | — | |
| 12 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.30% | -0.04% | — | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.26% | +0.01% | — | |
| 14 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.25% | -0.04% | — | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.22% | -0.05% | +17.23% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.22% | -0.03% | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.01% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.03% | — | |
| 19 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.11% | +0.01% | +1.18% | |
| 21 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.10% | -0.03% | — |
According to official SEC Form 13F filings, Reliant Wealth Planning reported a total U.S. public equity portfolio value of $363.6M across 21 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, SCHD, BIV) accounted for 55.2% of total reported equity market value during Q1 2024.
During Q1 2024, Reliant Wealth Planning's top holdings by market value included ITOT (38.6%)、SCHD (22.7%)、BIV (22.1%). The largest single position, ITOT, represented 38.6% of total portfolio value.
In Q1 2024, Reliant Wealth Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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