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CIK: 0001823393
Total reported value
$363.6M
$363.6M
26 檔
59.4%
At the close of Q3 2024, Reliant Wealth Planning disclosed equity holdings valued at approximately $363.6M, spread across 26 reported holdings.
During Q3 2024, Reliant Wealth Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, SCHD, BIV) accounted for 59.4% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 38.67% | +0.25% | +1.27% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 22.57% | — | +1.87% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 21.42% | -0.93% | +1.65% | |
| 4 | CGGO | Cap Group Global Growth | ETF-Other | 8.00% | +1.11% | -3.30% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | +0.04% | -17.47% | |
| 6 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.67% | -0.03% | +18.81% | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.56% | — | +16.06% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.53% | -0.05% | +12.74% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | +0.01% | -3.93% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.44% | — | -32.84% | |
| 11 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.40% | -0.04% | +26.18% | |
| 12 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.37% | -0.04% | +27.93% | |
| 13 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.35% | — | -38.30% | |
| 14 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.34% | — | +14.58% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.33% | -0.03% | +13.27% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.33% | -0.03% | +13.04% | |
| 17 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.28% | -0.03% | +190.65% | |
| 18 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.25% | -0.03% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.01% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.18% | -0.04% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.03% | -0.77% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.12% | -0.01% | -1.96% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.12% | — | +0.44% | |
| 24 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.12% | -0.01% | -1.82% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, Reliant Wealth Planning reported a total U.S. public equity portfolio value of $363.6M across 26 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q3 2024, Reliant Wealth Planning's top holdings by market value included ITOT (38.7%)、SCHD (22.6%)、BIV (21.4%). The largest single position, ITOT, represented 38.7% of total portfolio value.
In Q3 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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