Reliant Wealth Planning
Q1 2025 13F Holdings
- Locationlouisville, KY
- Num holdings
29
- Value ($000)
$219,205
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001823393
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $51.67M | 24 % | 674,766 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $44.19M | 20 % | 1,580,323 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $35.58M | 16 % | 291,649 | ||
IWL ISHARES TR | RUS TOP 200 ETF | 464289446 | $25.63M | 12 % | 186,515 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $18.06M | 8 % | 637,627 | ||
TIDAL ETF TR | FUNDSTRAT GRANNY | 886364231 | $16.75M | 8 % | 921,813 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.82M | 3 % | 11,323 | ||
GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | $5.54M | 3 % | 151,905 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $1.79M | 1 % | 80,238 | ||
IBDT ISHARES TR | IBDS DEC28 ETF | 46435U515 | $1.46M | 1 % | 57,958 |
Rows Per Page
10
- 10
- 50
- 100