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The Analysis of Reliant Wealth Planning's Holdings & P&L

Currently, Reliant Wealth Planning holds 51 types of securities in its portfolio with a total value $330.8M. In the most recent quarter, they have increased their positions in IAUM (+330.8K shares, valued at $15.4M), DIVO (+40.6K shares, valued at $1.8M), BIV (+18.4K shares, valued at $1.4M); decreased their positions in ITOT (-6.8K shares, valued at $961.8K), CGGO (-9.7K shares, valued at $322.2K), JEPI (-2.3K shares, valued at $132.0K); initiated new positions in IDVO (+9.2K shares, valued at $374.0K), FEOE (+5.2K shares, valued at $263.3K), GLD (+600 shares, valued at $258.2K).

1M P&L

+4.3M+1.45%

3M P&L

+6.6M+2.24%

HY P&L

+13.7M+4.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A288.8M

98.6%

2Software - Infrastructure3.4M

1.2%

3Semiconductors548.5K

0.2%

Top Industries by Stock Count

1N/A45 stocks

95.7%

2Software - Infrastructure1 stocks

2.1%

3Semiconductors1 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF1.1M shares3.99%2026-03-312026-05-15

BIV VANGUARD INTERMEDIATE-TERM BOND ETF611.1K shares3.11%2026-03-312026-05-15

ITOT ISHARES TR CORE S&P TTL STK255.7K shares-2.57%2026-03-312026-05-15

BALT INNOVATOR DEFINED WEALTH SHLD ETF1.0M shares2.88%2026-03-312026-05-15

IWL ISHARES TR RUS TOP 200 ETF206.9K shares3.90%2026-03-312026-05-15

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF1.0M shares4.44%2026-03-312026-05-15

CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT643.6K shares-1.48%2026-03-312026-05-15

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE456.1K shares3.32%2026-03-312026-05-15

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IAUM ISHARES GOLD TR SHARES REPRESENT337.0K shares5313.38%2026-03-312026-05-15

FUNDSTRAT GRANNY SHOTS US FUNDSTRAT GRANNY SHOTS US592.7K shares6.23%2026-03-312026-05-15

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW9.1K shares-0.65%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ETF SHS NEW GRAYSCALE BITCOIN MINI TR ETF SHS NEW180.8K shares9.31%2026-03-312026-05-15

ETH GRAYSCALE ETHEREUM STAKING MINI ETF121.9K shares2.68%2026-03-312026-05-15

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF92.3K shares0.73%2026-03-312026-05-15

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF68.7K shares0.86%2026-03-312026-05-15

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF66.7K shares0.74%2026-03-312026-05-15

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IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF64.5K shares-2.51%2026-03-312026-05-15

IBDS ISHARES TR IBONDS 27 ETF56.6K shares0.81%2026-03-312026-05-15

IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF52.4K shares0.00%2026-03-312026-05-15

IBDR ISHARES TR IBONDS DEC202654.7K shares-3.08%2026-03-312026-05-15

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF60.4K shares8.13%2026-03-312026-05-15

IBDU ISHARES TR IBONDS DEC 2953.6K shares8.58%2026-03-312026-05-15

IBDY SHARES IBONDS DEC 2033 TERM CORPORATE ETF37.0K shares0.00%2026-03-312026-05-15

IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF40.8K shares0.00%2026-03-312026-05-15

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IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF34.4K shares0.00%2026-03-312026-05-15

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF42.0K shares12.84%2026-03-312026-05-15

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF37.7K shares12.92%2026-03-312026-05-15

IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF30.6K shares0.00%2026-03-312026-05-15

SCHB SCHWAB U.S. BROAD MARKET ETF24.0K shares-11.72%2026-03-312026-05-15

IWF ISHARES TR RUS 1000 GRW ETF1.3K shares0.00%2026-03-312026-05-15

ISHARES GOLD TR ISHARES NEW ISHARES GOLD TR ISHARES NEW6.2K shares0.00%2026-03-312026-05-15

FUNDSTRAT GRANNY SHOTS US FUNDSTRAT GRANNY SHOTS US28.1K shares89.17%2026-03-312026-05-15

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IBDZ ISHARES TR IBONDS DEC 203419.1K shares0.00%2026-03-312026-05-15

ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY14.4K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION2.2K shares-23.63%2026-03-312026-05-15

IBTQ ISHARES IBONDS DEC 2035 TERM TREASURY ETF15.4K shares0.00%2026-03-312026-05-15

IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF15.1K shares0.00%2026-03-312026-05-15

IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF9.2K sharesnew addition2026-03-312026-05-15

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF16.9K shares0.00%2026-03-312026-05-15

OUNZ VANECK MERK GOLD ETF6.4K shares0.00%2026-03-312026-05-15

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IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF13.5K shares0.00%2026-03-312026-05-15

IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF11.4K shares0.00%2026-03-312026-05-15

IVV ISHARES TR CORE S&P500 ETF406 shares-1.93%2026-03-312026-05-15

FEOE FIRST EAGLE OVERSEAS EQUITY ETF5.2K sharesnew addition2026-03-312026-05-15

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF4.6K shares-33.45%2026-03-312026-05-15

GLD SPDR GOLD SHARES600 sharesnew addition2026-03-312026-05-15

IBHK ISHARES TR IBONDS 2031 TERM10.1K shares0.00%2026-03-312026-05-15

ETHA ISHARES ETHEREUM TR SHS15.2K sharesnew addition2026-03-312026-05-15

Sponsored

ESGV VANGUARD ESG U.S. STOCK ETF2.1K shares0.00%2026-03-312026-05-15

IQDY FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND6.2K shares0.00%2026-03-312026-05-15

IJH ISHARES TR CORE S&P MCP ETF3.4K shares-3.23%2026-03-312026-05-15

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

3.99%

Shares1.1M

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

3.11%

Shares611.1K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR CORE S&P TTL STK

-2.57%

Shares255.7K

Event2026-03-31

Filed2026-05-15

BALT

INNOVATOR DEFINED WEALTH SHLD ETF

2.88%

Shares1.0M

Event2026-03-31

Filed2026-05-15

IWL

ISHARES TR RUS TOP 200 ETF

3.90%

Shares206.9K

Event2026-03-31

Filed2026-05-15

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

4.44%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CGGO

CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

-1.48%

Shares643.6K

Event2026-03-31

Filed2026-05-15

RISR

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

3.32%

Shares456.1K

Event2026-03-31

Filed2026-05-15

IAUM

ISHARES GOLD TR SHARES REPRESENT

5313.38%

Shares337.0K

Event2026-03-31

Filed2026-05-15

FUNDSTRAT GRANNY SHOTS US

6.23%

Shares592.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

-0.65%

Shares9.1K

Event2026-03-31

Filed2026-05-15

GRAYSCALE BITCOIN MINI TR ETF SHS NEW

9.31%

Shares180.8K

Event2026-03-31

Filed2026-05-15

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

2.68%

Shares121.9K

Event2026-03-31

Filed2026-05-15

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

0.73%

Shares92.3K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

0.86%

Shares68.7K

Event2026-03-31

Filed2026-05-15

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

0.74%

Shares66.7K

Event2026-03-31

Filed2026-05-15

IBTG

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

-2.51%

Shares64.5K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR IBONDS 27 ETF

0.81%

Shares56.6K

Event2026-03-31

Filed2026-05-15

IBTP

ISHARES IBONDS DEC 2034 TERM TREASURY ETF

0.00%

Shares52.4K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR IBONDS DEC2026

-3.08%

Shares54.7K

Event2026-03-31

Filed2026-05-15

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

8.13%

Shares60.4K

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES TR IBONDS DEC 29

8.58%

Shares53.6K

Event2026-03-31

Filed2026-05-15

IBDY

SHARES IBONDS DEC 2033 TERM CORPORATE ETF

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-15

IBTM

ISHARES IBONDS DEC 2032 TERM TREASURY ETF

0.00%

Shares40.8K

Event2026-03-31

Filed2026-05-15

IBDX

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

0.00%

Shares34.4K

Event2026-03-31

Filed2026-05-15

IBTK

ISHARES IBONDS DEC 2030 TERM TREASURY ETF

12.84%

Shares42.0K

Event2026-03-31

Filed2026-05-15

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

12.92%

Shares37.7K

Event2026-03-31

Filed2026-05-15

IBTO

ISHARES IBONDS DEC 2033 TERM TREASURY ETF

0.00%

Shares30.6K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB U.S. BROAD MARKET ETF

-11.72%

Shares24.0K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR RUS 1000 GRW ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR ISHARES NEW

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

FUNDSTRAT GRANNY SHOTS US

89.17%

Shares28.1K

Event2026-03-31

Filed2026-05-15

IBDZ

ISHARES TR IBONDS DEC 2034

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-15

ZJUL

INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-23.63%

Shares2.2K

Event2026-03-31

Filed2026-05-15

IBTQ

ISHARES IBONDS DEC 2035 TERM TREASURY ETF

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-15

IBCA

ISHARES IBONDS DEC 2035 TERM CORPORATE ETF

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-15

IDVO

AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF

New

Shares9.2K

Event2026-03-31

Filed2026-05-15

IBTL

ISHARES IBONDS DEC 2031 TERM TREASURY ETF

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-15

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-15

IBHH

ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR CORE S&P500 ETF

-1.93%

Shares406

Event2026-03-31

Filed2026-05-15

FEOE

FIRST EAGLE OVERSEAS EQUITY ETF

New

Shares5.2K

Event2026-03-31

Filed2026-05-15

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-33.45%

Shares4.6K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD SHARES

New

Shares600

Event2026-03-31

Filed2026-05-15

IBHK

ISHARES TR IBONDS 2031 TERM

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

ETHA

ISHARES ETHEREUM TR SHS

New

Shares15.2K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD ESG U.S. STOCK ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IQDY

FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR CORE S&P MCP ETF

-3.23%

Shares3.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available