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CIK: 0001823393
Total reported value
$363.6M
$363.6M
50 檔
53.6%
As reported in its official Q3 2025 Form 13F filing, Reliant Wealth Planning's tracked investment portfolio stood at $363.6M with 50 total positions.
In Q3 2025, Reliant Wealth Planning displayed an active expansion posture, initiating 21 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.89% | -0.93% | -13.49% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 14.73% | — | +0.87% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 12.54% | +0.25% | -5.91% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 10.85% | +0.90% | -1.42% | |
| 5 | BALT | Inn Defined Wealth Shield | ETF-Other | 10.18% | -0.40% | +2526.97% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 8.08% | +0.55% | -2.05% | |
| 7 | CGGO | Cap Group Global Growth | ETF-Other | 7.36% | +1.11% | -1.10% | |
| 8 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 5.09% | -0.34% | — | |
| 9 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 2.78% | -0.31% | +0.52% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +0.04% | -14.99% | |
| 11 | ETH | Grayscale Ethereum Staking M | ETF-Other | 1.30% | -0.18% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | — | +1002.33% | |
| 13 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.66% | -0.03% | — | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.56% | -0.05% | — | |
| 15 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.48% | -0.04% | +10.80% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.47% | — | -0.99% | |
| 17 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.46% | -0.04% | — | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.45% | -0.03% | +3.34% | |
| 19 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.45% | -0.04% | +3.40% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.45% | — | — | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.44% | -0.03% | +11.90% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.35% | — | -1.32% | |
| 23 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.33% | -0.03% | -16.29% | |
| 24 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.32% | -0.03% | — | |
| 25 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.31% | -0.08% | -16.84% | |
| 26 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.31% | -0.02% | -17.20% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.29% | -0.03% | — | |
| 28 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.25% | -0.04% | -33.32% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | +0.01% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.03% | +30.94% | |
| 32 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.16% | -0.01% | -28.39% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | -0.01% | +24.48% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.15% | -0.04% | -25.48% | |
| 35 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-Other | 0.13% | -0.01% | — | |
| 36 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 0.13% | -0.02% | — | |
| 37 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-Other | 0.13% | -0.02% | — | |
| 38 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.12% | -0.02% | +5.16% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.12% | -0.02% | +5.20% | |
| 40 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.10% | — | — | |
| 41 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.10% | -0.01% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | -9.87% | |
| 43 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.09% | -0.01% | — | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.08% | +0.01% | — | |
| 45 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.08% | -0.01% | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.07% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.07% | — | — | |
| 48 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-Other | 0.07% | — | — | |
| 49 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.07% | -0.01% | — | |
| 50 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Reliant Wealth Planning reported a total U.S. public equity portfolio value of $363.6M across 50 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, SCHD, ITOT) accounted for 53.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
BALT
市值: $31.4M
Top Position Liquidated / Trimmed
BIV
前期市值: $51.7M
During Q3 2025, Reliant Wealth Planning's top holdings by market value included BIV (14.9%)、SCHD (14.7%)、ITOT (12.5%). The largest single position, BIV, represented 14.9% of total portfolio value.
In Q3 2025, Reliant Wealth Planning made 45 total portfolio adjustments, initiating 21 new buys, adding to 18 positions, trimming 6 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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