Q3 2025 · 13F-HR
Reliant Wealth Planningholdings as filed
Filed 2025-11-18 · accession 0001376474-25-000949
$308.6M
Reported value
50
Positions
2025-09-30
Period end
The Brief · Reliant Wealth Planning · Q3 2025
AI · grounded in 13F
Reliant Wealth Planning established a new position in Vanguard Intermediate-Term Bond ETF BIV valued at $45.9M. The fund also initiated new stakes in Schwab US Dividend Equity ETF SCHD for $45.4M and iShares TR Core S&P TTL STK ITOT for $38.7M. Additional new positions include iShares TR RUS Top 200 ETF IWL and Innovator Defined Wealth SHLD ETF BALT.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921937819 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $45.9M | 14.9% | 588,270 | Common | NONE |
| 808524797 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $45.4M | 14.7% | 1,664,663 | Common | NONE |
| 464287150 | ITOT | ISHARES TR CORE S&P TTL STK | $38.7M | 12.5% | 265,590 | Common | NONE |
| 464289446 | IWL | ISHARES TR RUS TOP 200 ETF | $33.5M | 10.9% | 201,622 | Common | NONE |
| 45783Y855 | BALT | INNOVATOR DEFINED WEALTH SHLD ETF | $31.4M | 10.2% | 957,346 | Common | NONE |
| 886364231 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $24.9M | 8.08% | 997,667 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $22.7M | 7.36% | 665,071 | Common | NONE |
| 886364637 | RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE | $15.7M | 5.09% | 438,408 | Common | NONE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $8.6M | 2.78% | 169,657 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $5.7M | 1.86% | 9,370 | Common | NONE |
| 38964R203 | ETH | GRAYSCALE ETHEREUM MINI TR ETF SHS NEW | $4.0M | 1.30% | 102,585 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORPORATION | $3.7M | 1.19% | 7,110 | Common | NONE |
| 46436E833 | IBTI | ISHARES TR IBONDS 28 TRM TS | $2.0M | 0.66% | 90,992 | Common | NONE |
| 46435U515 | IBDT | ISHARES TR IBDS DEC28 ETF | $1.7M | 0.56% | 67,567 | Common | NONE |
| 46436E858 | IBTG | ISHARES TR IBONDS 26 TRM TS | $1.5M | 0.48% | 63,964 | Common | NONE |
| 46436E866 | — | ISHARES TR IBONDS 25 TRM TS | $1.4M | 0.47% | 61,955 | Common | NONE |
| 46438G646 | IBTP | ISHARES TR IBONDS DEC 2034 | $1.4M | 0.46% | 54,310 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR IBONDS 27 ETF | $1.4M | 0.45% | 57,461 | Common | NONE |
| 46436E841 | IBTH | ISHARES TR IBONDS 27 TRM TS | $1.4M | 0.45% | 61,083 | Common | NONE |
| 037833100 | AAPL | APPLE INCORPORATED | $1.4M | 0.45% | 5,393 | Common | NONE |
| 46435GAA0 | IBDR | ISHARES TR IBONDS DEC2026 | $1.3M | 0.44% | 55,433 | Common | NONE |
| 46434VBD1 | IBDQ | ISHARES TR IBONDS DEC25 ETF | $1.1M | 0.35% | 43,004 | Common | NONE |
| 46436E296 | IBTM | ISHARES TR IBONDS DEC 2032 | $1.0M | 0.33% | 43,474 | Common | NONE |
| 46436E825 | IBTJ | ISHARES TR IBONDS 29 TRM TS | $973,133 | 0.32% | 44,324 | Common | NONE |
| 46436E130 | IBDY | ISHARES TR IBONDS DEC 2033 | $970,772 | 0.31% | 37,010 | Common | NONE |
| 46436E312 | IBDX | ISHARES TR IBONDS DEC 2032 | $945,249 | 0.31% | 36,895 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR IBONDS DEC 29 | $905,355 | 0.29% | 38,575 | Common | NONE |
| 46436E148 | IBTO | ISHARES TR IBONDS DEC 2033 | $775,291 | 0.25% | 31,452 | Common | NONE |
| 808524102 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $699,029 | 0.23% | 27,189 | Common | NONE |
| 464287614 | IWF | ISHARES TR RUS 1000 GRW ETF | $630,948 | 0.20% | 1,347 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $548,731 | 0.18% | 2,941 | Common | NONE |
| 46438G653 | IBDZ | ISHARES TR IBONDS DEC 2034 | $504,253 | 0.16% | 19,050 | Common | NONE |
| 46641Q332 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $494,828 | 0.16% | 8,666 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR ISHARES NEW | $451,028 | 0.15% | 6,198 | Common | NONE |
| 45783Y251 | ZJUL | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY | $412,735 | 0.13% | 14,366 | Common | NONE |
| 46438G372 | IBCA | ISHARES TR IBONDS DEC 2035 | $394,427 | 0.13% | 15,147 | Common | NONE |
| 46438G422 | IBTQ | ISHARES TR IBONDS DEC 2035 | $393,342 | 0.13% | 15,407 | Common | NONE |
| 46436E593 | IBTK | ISHARES TR IBOND DEC 2030 | $368,442 | 0.12% | 18,538 | Common | NONE |
| 46436E726 | IBDV | ISHARES TR IBONDS DEC 2030 | $366,737 | 0.12% | 16,557 | Common | NONE |
| 37954Y483 | QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $305,567 | 0.10% | 17,964 | Common | NONE |
| 46436E460 | IBTL | ISHARES TR IBONDS DEC 2031 | $297,647 | 0.10% | 14,470 | Common | NONE |
| 464287200 | IVV | ISHARES TR CORE S&P500 ETF | $281,106 | 0.09% | 420 | Common | NONE |
| 46436E387 | IBHH | ISHARES TR IBONDS 28 TR HI | $271,192 | 0.09% | 11,366 | Common | NONE |
| 921910733 | ESGV | VANGUARD ESG U.S. STOCK ETF | $252,632 | 0.08% | 2,133 | Common | NONE |
| 46436E486 | IBDW | ISHARES TR IBONDS DEC 2031 | $236,348 | 0.08% | 11,138 | Common | NONE |
| 464287507 | IJH | ISHARES TR CORE S&P MCP ETF | $230,498 | 0.07% | 3,532 | Common | NONE |
| 464287655 | IWM | ISHARES TR RUSSELL 2000 ETF | $224,780 | 0.07% | 929 | Common | NONE |
| 33939L829 | IQDY | FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND | $209,222 | 0.07% | 6,165 | Common | NONE |
| 46438G661 | IBHK | ISHARES TR IBONDS 2031 TERM | $201,112 | 0.07% | 7,704 | Common | NONE |
| 46436E379 | IBHI | ISHARES TR IBONDS 29 TR HI | $201,079 | 0.07% | 8,431 | 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.