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CIK: 0001823393
Total reported value
$363.6M
$363.6M
28 檔
48.6%
As reported in its official Q4 2024 Form 13F filing, Reliant Wealth Planning's tracked investment portfolio stood at $363.6M with 28 total positions.
During Q4 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 | BIV | Vanguard Intermediate-term B | ETF-Other | 23.06% | -0.93% | +4.22% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 20.30% | — | +156.98% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 18.34% | +0.25% | -57.23% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 12.42% | +0.90% | — | |
| 5 | CGGO | Cap Group Global Growth | ETF-Other | 8.68% | +1.11% | +3.41% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 6.37% | +0.55% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | +0.04% | -4.16% | |
| 8 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.83% | -0.03% | +17.64% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.75% | — | +25.24% | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.68% | -0.05% | +22.10% | |
| 11 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | -0.04% | +63.46% | |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.64% | -0.04% | +48.74% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.58% | -0.03% | +65.59% | |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.56% | -0.03% | +58.35% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | +51.22% | |
| 16 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.40% | -0.03% | +34.45% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.37% | -0.03% | +38.32% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.29% | +0.01% | +66.22% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.04% | +1.74% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.03% | -4.16% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | +1.27% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.13% | — | — | |
| 24 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.13% | -0.01% | — | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.13% | -0.01% | — | |
| 26 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.11% | -0.02% | — | |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.11% | -0.02% | — | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.10% | +0.01% | -11.49% |
According to official SEC Form 13F filings, Reliant Wealth Planning reported a total U.S. public equity portfolio value of $363.6M across 28 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, SCHD, ITOT) accounted for 48.6% of total reported equity market value during Q4 2024.
During Q4 2024, Reliant Wealth Planning's top holdings by market value included BIV (23.1%)、SCHD (20.3%)、ITOT (18.3%). The largest single position, BIV, represented 23.1% of total portfolio value.
In Q4 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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