Reliant Wealth Planning
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Reliant Wealth Planning reported 21 stock positions worth $209.0 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 38.6% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 22.7%) and Vanguard Intermediate-Term B (BIV, 22.1%). Compared with Q4 2023, it opened 3 new positions, added to 8 and reduced 2. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +2%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $209.0M (Q1 2024)
- SEC Filing
- 0001376474-24-000242 ↗ filed May 14, 2024
Holdings Value
Holdings 21 stocks · $209.0M
| ITOT iShares Core S&P Total U.S. | 38.59% | 699,710 | $80.7M | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 22.66% | 587,504 | $47.4M | Add +8.1% |
| BIV Vanguard Intermediate-Term B | 22.05% | 611,439 | $46.1M | Add +14.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 8.21% | 596,288 | $17.2M | Reduce -9.4% |
| VOO Vanguard S&P 500 ETF | 4.43% | 19,246 | $9.3M | Reduce -69.0% |
| IBTF iShares Ibonds Dec 2025 Term | 0.47% | 42,711 | $992K | Add +37.6% |
| IBTE iShares Ibonds Dec 2024 Term | 0.42% | 36,877 | $883K | Add +1.4% |
| IBTI iShares Ibonds Dec 2028 Term | 0.32% | 30,722 | $674K | Add +11.2% |
| IBDP iShares Ibonds Dec 2024 Term | 0.32% | 26,525 | $664K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 26,228 | $626K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.30% | 25,075 | $622K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.30% | 27,226 | $618K | No change |
| SCHB Schwab US Broad Market ETF | 0.26% | 9,063 | $553K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.25% | 23,166 | $513K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.22% | 18,660 | $465K | Add +17.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.22% | 19,257 | $458K | No change |
| IWF iShares Russell 1000 Growth | 0.22% | 1,347 | $454K | No change |
| NVDA Nvidia Corp. | 0.13% | 292 | $264K | New |
| YUM Yum! Brands Inc. | 0.12% | 1,761 | $244K | New |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 2,410 | $225K | Add +1.2% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.10% | 10,155 | $218K | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| ITOT iShares Core S&P Total U.S. | Add +1.8% | 38.59% | +3.47 |
| SCHD Schwab US DVD Equity ETF | Add +8.1% | 22.66% | +2.58 |
| BIV Vanguard Intermediate-Term B | Add +14.1% | 22.05% | +2.17 |
| NVDA Nvidia Corp. | New | 0.13% | +0.13 |
| IBTF iShares Ibonds Dec 2025 Term | Add +37.6% | 0.47% | +0.12 |
| YUM Yum! Brands Inc. | New | 0.12% | +0.12 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.10% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +17.2% | 0.22% | +0.03 |
| IBTI iShares Ibonds Dec 2028 Term | Add +11.2% | 0.32% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +1.2% | 0.11% | +0.01 |
| IBTE iShares Ibonds Dec 2024 Term | Add +1.4% | 0.42% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $363.6M | DIVO, BIV, ITOT, IWL, BALT |
| Q1 2026 | 51 | $330.8M | DIVO, BIV, ITOT, BALT, IWL |
| Q4 2025 | 52 | $320.0M | BIV, DIVO, ITOT, IWL, BALT |
| Q3 2025 | 50 | $308.6M | BIV, SCHD, ITOT, IWL, BALT |
| Q2 2025 | 42 | $256.2M | BIV, SCHD, ITOT, IWL, GRNY |
| Q1 2025 | 29 | $219.2M | BIV, SCHD, ITOT, IWL, CGGO |
| Q4 2024 | 28 | $213.2M | BIV, SCHD, ITOT, IWL, CGGO |
| Q3 2024 | 26 | $230.9M | ITOT, SCHD, BIV, CGGO, VOO |
| Q2 2024 | 24 | $216.7M | ITOT, SCHD, BIV, CGGO, VOO |
| Q1 2024 | 21 | $209.0M | ITOT, SCHD, BIV, CGGO, VOO |