Q2 2025 · 13F-HR
Reliant Wealth Planningholdings as filed
Filed 2025-08-12 · accession 0001376474-25-000727
$256.2M
Reported value
42
Positions
2025-06-30
Period end
The Brief · Reliant Wealth Planning · Q2 2025
AI · grounded in 13F
Reliant Wealth Planning established a new position in BIV valued at $52.6M. The fund also added new holdings in SCHD for $43.7M and ITOT for $38.1M. Other new positions include IWL at $31.3M, GRNY at $23.1M, and CGGO at $21.5M. Total assets under management stand at $256.2M across 42 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921937819 | BIV | VANGUARD BD INDEX FDS | $52.6M | 20.5% | 679,989 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $43.7M | 17.1% | 1,650,384 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $38.1M | 14.9% | 282,286 | Common | NONE |
| 464289446 | IWL | ISHARES TR | $31.3M | 12.2% | 204,525 | Common | NONE |
| 886364231 | GRNY | TIDAL ETF TR | $23.1M | 9.02% | 1,018,585 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $21.5M | 8.39% | 672,450 | Common | NONE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $8.1M | 3.15% | 168,775 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $6.3M | 2.44% | 11,022 | Common | NONE |
| 46435U432 | — | ISHARES TR | $2.1M | 0.80% | 76,769 | Common | NONE |
| 46138J528 | — | INVESCO EXCH TRD SLF IDX FD | $2.0M | 0.80% | 83,356 | Common | NONE |
| 46436E833 | IBTI | ISHARES TR | $2.0M | 0.79% | 90,992 | Common | NONE |
| 46435U515 | IBDT | ISHARES TR | $1.7M | 0.67% | 67,567 | Common | NONE |
| 46436E866 | — | ISHARES TR | $1.5M | 0.57% | 62,576 | Common | NONE |
| 46438G646 | IBTP | ISHARES TR | $1.4M | 0.55% | 54,310 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR | $1.3M | 0.53% | 55,604 | Common | NONE |
| 46436E841 | IBTH | ISHARES TR | $1.3M | 0.52% | 59,077 | Common | NONE |
| 46436E858 | IBTG | ISHARES TR | $1.3M | 0.52% | 57,728 | Common | NONE |
| 46435GAA0 | IBDR | ISHARES TR | $1.2M | 0.47% | 49,540 | Common | NONE |
| 46436E296 | IBTM | ISHARES TR | $1.2M | 0.47% | 51,936 | Common | NONE |
| 45783Y855 | BALT | INNOVATOR ETFS TRUST | $1.2M | 0.46% | 36,443 | Common | NONE |
| 46436E148 | IBTO | ISHARES TR | $1.2M | 0.45% | 47,167 | Common | NONE |
| 46436E130 | IBDY | ISHARES TR | $1.2M | 0.45% | 44,507 | Common | NONE |
| 46436E312 | IBDX | ISHARES TR | $1.1M | 0.44% | 44,557 | Common | NONE |
| 46434VBD1 | IBDQ | ISHARES TR | $1.1M | 0.43% | 43,581 | Common | NONE |
| 46436E825 | IBTJ | ISHARES TR | $971,582 | 0.38% | 44,324 | Common | NONE |
| 45784N775 | ZFEB | INNOVATOR ETFS TRUST | $960,167 | 0.37% | 39,381 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR | $899,954 | 0.35% | 38,575 | Common | NONE |
| 46438G653 | IBDZ | ISHARES TR | $695,136 | 0.27% | 26,603 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $647,913 | 0.25% | 27,189 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $571,909 | 0.22% | 1,347 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TRUST | $518,648 | 0.20% | 8,317 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $395,789 | 0.15% | 6,962 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $354,845 | 0.14% | 2,246 | Common | NONE |
| 46436E593 | IBTK | ISHARES TR | $349,759 | 0.14% | 17,629 | Common | NONE |
| 46436E726 | IBDV | ISHARES TR | $345,943 | 0.14% | 15,739 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $320,829 | 0.13% | 645 | Common | NONE |
| 37954Y483 | QYLD | GLOBAL X FDS | $300,358 | 0.12% | 17,964 | Common | NONE |
| 46436E460 | IBTL | ISHARES TR | $296,635 | 0.12% | 14,470 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $289,339 | 0.11% | 466 | Common | NONE |
| 46436E387 | IBHH | ISHARES TR | $269,715 | 0.11% | 11,366 | Common | NONE |
| 46436E486 | IBDW | ISHARES TR | $234,343 | 0.09% | 11,138 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $233,862 | 0.09% | 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.