Reliant Wealth Planning
- SEC CIK
- 0001823393
- Latest filing
- Aug 7, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 11, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 24
- +3 vs. Q1 2024
- Portfolio value
- $216.7M
- +$7.70M (+3.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 701,978 | $83.4M | 38.5% | +2,268+0.3% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 605,231 | $47.1M | 21.7% | +17,727+3.0% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 621,030 | $46.5M | 21.5% | +9,591+1.6% | Added | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 633,627 | $18.7M | 8.6% | +37,339+6.3% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 15,309 | $7.66M | 3.5% | −3,937−20.5% | Reduced | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 63,574 | $1.52M | 0.7% | +26,697+72.4% | Added | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 51,991 | $1.31M | 0.6% | +25,466+96.0% | Added | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 57,647 | $1.26M | 0.6% | +26,925+87.6% | Added | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 47,342 | $1.10M | 0.5% | +4,631+10.8% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,026 | $1.07M | 0.5% | +7,963+87.9% | Added | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 42,367 | $1.05M | 0.5% | +23,707+127.0% | Added | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 32,499 | $717.4K | 0.3% | +9,333+40.3% | Added | – |
| YUMYum Brands Inc | Stock | 5,259 | $696.6K | 0.3% | +3,498+198.6% | Added | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 27,350 | $679.9K | 0.3% | +2,275+9.1% | Added | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 27,927 | $662.7K | 0.3% | +8,670+45.0% | Added | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 27,676 | $659.2K | 0.3% | +1,448+5.5% | Added | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 28,748 | $651.3K | 0.3% | +1,522+5.6% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,347 | $491.0K | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 2,860 | $353.3K | 0.2% | −60−2.1% | ReducedConverted for a 10-for-1 split | History |
| iShares Ibonds 2028 Term High Yield and Income ETF46436E387 | ETF | 11,845 | $273.9K | 0.1% | +11,845 | New | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,807 | $272.5K | 0.1% | +4,807 | New | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 15,304 | $270.4K | 0.1% | +15,304 | New | – |
| Vanguard World FD921910733 | ESG US STK ETF | 2,410 | $232.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 10,155 | $217.0K | 0.1% | 00.0% | Unchanged | – |