Reliant Wealth Planning
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Reliant Wealth Planning reported 24 stock positions worth $216.7 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 38.5% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 21.7%) and Vanguard Intermediate-Term B (BIV, 21.5%). Compared with Q1 2024, it opened 3 new positions, added to 16 and reduced 2. The biggest buy was Cap Group Global Growth (CGGO, shares +6%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $216.7M (Q2 2024)
- SEC Filing
- 0001376474-24-000299 ↗ filed Jul 11, 2024
Holdings Value
Holdings 24 stocks · $216.7M
| ITOT iShares Core S&P Total U.S. | 38.47% | 701,978 | $83.4M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 21.71% | 605,231 | $47.1M | Add +3.0% |
| BIV Vanguard Intermediate-Term B | 21.46% | 621,030 | $46.5M | Add +1.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 8.61% | 633,627 | $18.7M | Add +6.3% |
| VOO Vanguard S&P 500 ETF | 3.53% | 15,309 | $7.7M | Reduce -20.5% |
| IBTE iShares Ibonds Dec 2024 Term | 0.70% | 63,574 | $1.5M | Add +72.4% |
| IBDP iShares Ibonds Dec 2024 Term | 0.60% | 51,991 | $1.3M | Add +96.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.58% | 57,647 | $1.3M | Add +87.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.51% | 47,342 | $1.1M | Add +10.8% |
| SCHB Schwab US Broad Market ETF | 0.49% | 17,026 | $1.1M | Add +87.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.48% | 42,367 | $1.0M | Add +127.0% |
| IBTH iShares Ibonds Dec 2027 Term | 0.33% | 32,499 | $717K | Add +40.3% |
| YUM Yum! Brands Inc. | 0.32% | 5,259 | $697K | Add +198.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.31% | 27,350 | $680K | Add +9.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.31% | 27,927 | $663K | Add +45.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 27,676 | $659K | Add +5.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.30% | 28,748 | $651K | Add +5.6% |
| IWF iShares Russell 1000 Growth | 0.23% | 1,347 | $491K | No change |
| NVDA Nvidia Corp. | 0.16% | 2,860 | $353K | Reduce -2.0% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.13% | 11,845 | $274K | New |
| JEPI JPMorgan Equity Premium Inco | 0.13% | 4,807 | $272K | New |
| QYLD Global X Nasd 100 Cov Call | 0.12% | 15,304 | $270K | New |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 2,410 | $233K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.10% | 10,155 | $217K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| CGGO Cap Group Global Growth | Add +6.3% | 8.61% | +0.39 |
| IBDP iShares Ibonds Dec 2024 Term | Add +96.0% | 0.60% | +0.28 |
| IBTE iShares Ibonds Dec 2024 Term | Add +72.4% | 0.70% | +0.28 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +127.0% | 0.48% | +0.26 |
| IBTI iShares Ibonds Dec 2028 Term | Add +87.6% | 0.58% | +0.26 |
| SCHB Schwab US Broad Market ETF | Add +87.9% | 0.49% | +0.23 |
| YUM Yum! Brands Inc. | Add +198.6% | 0.32% | +0.20 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.13% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | New | 0.13% | +0.13 |
| QYLD Global X Nasd 100 Cov Call | New | 0.12% | +0.12 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +45.0% | 0.31% | +0.09 |
| IBTH iShares Ibonds Dec 2027 Term | Add +40.3% | 0.33% | +0.09 |
| IBTF iShares Ibonds Dec 2025 Term | Add +10.8% | 0.51% | +0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +9.1% | 0.31% | +0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +5.5% | 0.30% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +5.6% | 0.30% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 38.47% | −0.12 |
| BIV Vanguard Intermediate-Term B | Add +1.6% | 21.46% | −0.60 |
| SCHD Schwab US DVD Equity ETF | Add +3.0% | 21.71% | −0.95 |
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 |