Q1 2025 · 13F-HR
Reliant Wealth Planningholdings as filed
Filed 2025-04-28 · accession 0001376474-25-000396
$219.2M
Reported value
29
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921937819 | BIV | VANGUARD BD INDEX FDS | $51.7M | 23.6% | 674,766 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $44.2M | 20.2% | 1,580,323 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $35.6M | 16.2% | 291,649 | Common | NONE |
| 464289446 | IWL | ISHARES TR | $25.6M | 11.7% | 186,515 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $18.1M | 8.24% | 637,627 | Common | NONE |
| 886364231 | GRNY | TIDAL ETF TR | $16.8M | 7.64% | 921,813 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $5.8M | 2.65% | 11,323 | Common | NONE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $5.5M | 2.53% | 151,905 | Common | NONE |
| 46436E833 | IBTI | ISHARES TR | $1.8M | 0.81% | 80,238 | Common | NONE |
| 46435U515 | IBDT | ISHARES TR | $1.5M | 0.67% | 57,958 | Common | NONE |
| 46436E866 | — | ISHARES TR | $1.4M | 0.66% | 61,955 | Common | NONE |
| 46436E858 | IBTG | ISHARES TR | $1.3M | 0.58% | 55,316 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR | $1.2M | 0.55% | 50,242 | Common | NONE |
| 46436E841 | IBTH | ISHARES TR | $1.2M | 0.54% | 53,285 | Common | NONE |
| 46435GAA0 | IBDR | ISHARES TR | $1.1M | 0.52% | 47,258 | Common | NONE |
| 46434VBD1 | IBDQ | ISHARES TR | $1.1M | 0.49% | 43,004 | Common | NONE |
| 46436E825 | IBTJ | ISHARES TR | $863,942 | 0.39% | 39,685 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR | $790,861 | 0.36% | 34,192 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $585,379 | 0.27% | 27,189 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TRUST | $490,370 | 0.22% | 8,317 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $486,388 | 0.22% | 1,347 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $394,666 | 0.18% | 6,907 | Common | NONE |
| 37954Y483 | QYLD | GLOBAL X FDS | $290,260 | 0.13% | 17,454 | Common | NONE |
| 46436E387 | IBHH | ISHARES TR | $268,663 | 0.12% | 11,501 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $261,845 | 0.12% | 466 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $243,421 | 0.11% | 2,246 | Common | NONE |
| 46436E593 | IBTK | ISHARES TR | $239,066 | 0.11% | 12,160 | Common | NONE |
| 46436E726 | IBDV | ISHARES TR | $234,120 | 0.11% | 10,779 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $208,927 | 0.10% | 2,133 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.