Reliant Wealth Planning
- SEC CIK
- 0001823393
- Latest filing
- Aug 7, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 5
- 0 vs. Q1 2021
- Portfolio value
- $187.1M
- +$14.6M (+8.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 587,141 | $58.0M | 31.0% | −2,534−0.4% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 107,926 | $42.5M | 22.7% | +1,496+1.4% | Added | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 112,033 | $36.5M | 19.5% | +1,105+1.0% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 641,458 | $32.9M | 17.6% | +31,958+5.2% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 130,541 | $17.3M | 9.3% | +2,757+2.2% | Added | – |