Reliant Wealth Planning
- SEC CIK
- 0001823393
- Latest filing
- Aug 7, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 7, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 10
- −3 vs. Q1 2023
- Portfolio value
- $165.7M
- +$4.44M (+2.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 582,812 | $57.0M | 34.4% | −7,048−1.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 112,189 | $45.7M | 27.6% | −3,256−2.8% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 393,996 | $28.6M | 17.3% | −11,417−2.8% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 272,468 | $20.5M | 12.4% | +272,468 | New | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 242,163 | $6.12M | 3.7% | −1,504−0.6% | Reduced | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 240,769 | $5.97M | 3.6% | −11,227−4.5% | Reduced | – |
| YUMYum Brands Inc | Stock | 3,520 | $487.7K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,251 | $486.5K | 0.3% | +3,251 | New | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,063 | $468.6K | 0.3% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,347 | $370.7K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (5)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 253,945 | $6.24M | 3.9% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 258,277 | $6.20M | 3.8% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 169,029 | $4.15M | 2.6% | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 175,634 | $4.13M | 2.6% | – |
| XOMExxonMobil Holdings Corp | COM | 4,245 | $465.5K | 0.3% | History |