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CIK: 0001823393
Total reported value
$363.6M
$363.6M
42 檔
51.9%
The Q2 2025 SEC filing reveals that Reliant Wealth Planning held a total portfolio value of $363.6M, covering 42 public equity positions.
During Q2 2025, 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 BIV, SCHD, ITOT) accounted for 51.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 20.53% | -0.93% | +0.77% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 17.07% | — | +4.43% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 14.88% | +0.25% | -3.21% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 12.23% | +0.90% | +9.66% | |
| 5 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 9.02% | +0.55% | +10.50% | |
| 6 | CGGO | Cap Group Global Growth | ETF-Other | 8.39% | +1.11% | +5.46% | |
| 7 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 3.15% | -0.31% | +11.11% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.04% | -2.66% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.80% | — | — | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.80% | — | — | |
| 11 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.79% | -0.03% | +13.40% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.67% | -0.05% | +16.58% | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | +1.00% | |
| 14 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.55% | -0.04% | — | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.53% | -0.03% | +10.67% | |
| 16 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.52% | -0.04% | +10.87% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.52% | -0.04% | +4.36% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.47% | -0.03% | +4.83% | |
| 19 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.47% | -0.03% | — | |
| 20 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.46% | -0.40% | — | |
| 21 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.45% | -0.04% | — | |
| 22 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.45% | -0.08% | — | |
| 23 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.44% | -0.02% | — | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.43% | — | +1.34% | |
| 25 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.38% | -0.03% | +11.69% | |
| 26 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.37% | — | — | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.35% | -0.03% | +12.82% | |
| 28 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.27% | -0.01% | — | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.25% | +0.01% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | +0.01% | — | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.04% | — | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.15% | -0.01% | +0.80% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.03% | — | |
| 34 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.14% | -0.02% | +44.98% | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.14% | -0.02% | +46.02% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | — | |
| 37 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.12% | — | +2.92% | |
| 38 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.12% | -0.01% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 40 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.11% | -0.01% | -1.17% | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.09% | -0.01% | — | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.09% | +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 42 disclosed positions in Q2 2025.
During Q2 2025, Reliant Wealth Planning's top holdings by market value included BIV (20.5%)、SCHD (17.1%)、ITOT (14.9%). The largest single position, BIV, represented 20.5% of total portfolio value.
In Q2 2025, 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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