Reliant Wealth Planning
Q4 2024 13F Holdings
- Locationlouisville, KY
- Num holdings
28
- Value ($000)
$213,207
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $49.17M | 23 % | 657,918 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $43.28M | 20 % | 1,584,366 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $39.10M | 18 % | 304,027 | ||
IWL ISHARES TR | RUS TOP 200 ETF | 464289446 | $26.49M | 12 % | 183,022 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $18.52M | 9 % | 633,654 | ||
TIDAL ETF TR | FUNDSTRAT GRANNY | 886364231 | $13.59M | 6 % | 680,622 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.52M | 3 % | 12,109 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $1.76M | 1 % | 80,568 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $1.60M | 1 % | 68,816 | ||
IBDT ISHARES TR | IBDS DEC28 ETF | 46435U515 | $1.45M | 1 % | 58,320 |
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