The Analysis of Reliant Wealth Planning's Holdings
Currently, Reliant Wealth Planning holds 50 types of securities in its portfolio with a total value $308.6M. In the most recent quarter, they have increased their positions in BALT (+920.9K shares, valued at $30.2M), RISR (+438.4K shares, valued at $15.7M), ETH (+102.6K shares, valued at $4.0M); decreased their positions in BIV (-91.7K shares, valued at $7.2M), ITOT (-16.7K shares, valued at $2.4M), VOO (-1.7K shares, valued at $1.0M); initiated new positions in RISR (+438.4K shares, valued at $15.7M), ETH (+102.6K shares, valued at $4.0M), AAPL (+5.4K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIV VANGUARD INTERMEDIATE-TERM BOND ETF588.3K shares-13.49%2025-09-302025-11-18
SCHD SCHWAB US DIVIDEND EQUITY ETF1.7M shares0.87%2025-09-302025-11-18 ITOT ISHARES TR CORE S&P TTL STK265.6K shares-5.91%2025-09-302025-11-18 IWL ISHARES TR RUS TOP 200 ETF201.6K shares-1.42%2025-09-302025-11-18 BALT INNOVATOR DEFINED WEALTH SHLD ETF957.3K shares2526.97%2025-09-302025-11-18 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF997.7K shares-2.05%2025-09-302025-11-18 CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT665.1K shares-1.10%2025-09-302025-11-18 RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE438.4K sharesnew addition2025-09-302025-11-18 BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW169.7K shares0.52%2025-09-302025-11-18 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW9.4K shares-14.99%2025-09-302025-11-18 ETH GRAYSCALE ETHEREUM MINI TR ETF SHS NEW102.6K sharesnew addition2025-09-302025-11-18 MSFT MICROSOFT CORPORATION7.1K shares1002.33%2025-09-302025-11-18 IBTI ISHARES TR IBONDS 28 TRM TS91.0K shares0.00%2025-09-302025-11-18 IBDT ISHARES TR IBDS DEC28 ETF67.6K shares0.00%2025-09-302025-11-18 IBTG ISHARES TR IBONDS 26 TRM TS64.0K shares10.80%2025-09-302025-11-18 IBTF ISHARES TR IBONDS 25 TRM TS62.0K shares-0.99%2025-09-302025-11-18 IBTP ISHARES TR IBONDS DEC 203454.3K shares0.00%2025-09-302025-11-18 IBDS ISHARES TR IBONDS 27 ETF57.5K shares3.34%2025-09-302025-11-18 IBTH ISHARES TR IBONDS 27 TRM TS61.1K shares3.40%2025-09-302025-11-18 AAPL APPLE INCORPORATED5.4K sharesnew addition2025-09-302025-11-18 IBDR ISHARES TR IBONDS DEC202655.4K shares11.90%2025-09-302025-11-18 IBDQ ISHARES TR IBONDS DEC25 ETF43.0K shares-1.32%2025-09-302025-11-18 IBTM ISHARES TR IBONDS DEC 203243.5K shares-16.29%2025-09-302025-11-18 IBTJ ISHARES TR IBONDS 29 TRM TS44.3K shares0.00%2025-09-302025-11-18 IBDY ISHARES TR IBONDS DEC 203337.0K shares-16.84%2025-09-302025-11-18 IBDX ISHARES TR IBONDS DEC 203236.9K shares-17.20%2025-09-302025-11-18 IBDU ISHARES TR IBONDS DEC 2938.6K shares0.00%2025-09-302025-11-18 IBTO ISHARES TR IBONDS DEC 203331.5K shares-33.32%2025-09-302025-11-18 SCHB SCHWAB U.S. BROAD MARKET ETF27.2K shares0.00%2025-09-302025-11-18 IWF ISHARES TR RUS 1000 GRW ETF1.3K shares0.00%2025-09-302025-11-18 NVDA NVIDIA CORPORATION2.9K shares30.94%2025-09-302025-11-18 IBDZ ISHARES TR IBONDS DEC 203419.1K shares-28.39%2025-09-302025-11-18 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF8.7K shares24.48%2025-09-302025-11-18 IAU ISHARES GOLD TR ISHARES NEW6.2K shares-25.48%2025-09-302025-11-18 ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY14.4K sharesnew addition2025-09-302025-11-18 IBCA ISHARES TR IBONDS DEC 203515.1K sharesnew addition2025-09-302025-11-18 IBTQ ISHARES TR IBONDS DEC 203515.4K sharesnew addition2025-09-302025-11-18 IBTK ISHARES TR IBOND DEC 203018.5K shares5.16%2025-09-302025-11-18 IBDV ISHARES TR IBONDS DEC 203016.6K shares5.20%2025-09-302025-11-18 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF18.0K shares0.00%2025-09-302025-11-18 IBTL ISHARES TR IBONDS DEC 203114.5K shares0.00%2025-09-302025-11-18 IVV ISHARES TR CORE S&P500 ETF420 shares-9.87%2025-09-302025-11-18 IBHH ISHARES TR IBONDS 28 TR HI11.4K shares0.00%2025-09-302025-11-18 ESGV VANGUARD ESG U.S. STOCK ETF2.1K shares0.00%2025-09-302025-11-18 IBDW ISHARES TR IBONDS DEC 203111.1K shares0.00%2025-09-302025-11-18 IJH ISHARES TR CORE S&P MCP ETF3.5K sharesnew addition2025-09-302025-11-18 IWM ISHARES TR RUSSELL 2000 ETF929 sharesnew addition2025-09-302025-11-18 IQDY FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND6.2K sharesnew addition2025-09-302025-11-18 IBHK ISHARES TR IBONDS 2031 TERM7.7K sharesnew addition2025-09-302025-11-18 IBHI ISHARES TR IBONDS 29 TR HI8.4K sharesnew addition2025-09-302025-11-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available