Reliant Wealth Planning
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Reliant Wealth Planning reported 28 stock positions worth $213.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 23.1% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 20.3%) and iShares Core S&P Total U.S. (ITOT, 18.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 2, added to 14 and reduced 6. The biggest buy was a new position in iShares Russell Top 200 ETF (IWL) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001823393
- Portfolio Value
- $213.2M (Q4 2024)
- SEC Filing
- 0001376474-25-000118 ↗ filed Jan 28, 2025
Holdings Value
Holdings 28 stocks · $213.2M
| BIV Vanguard Intermediate-Term B | 23.06% | 657,918 | $49.2M | Add +4.2% |
| SCHD Schwab US DVD Equity ETF | 20.30% | 1,584,366 | $43.3M | Reduce -14.3% |
| ITOT iShares Core S&P Total U.S. | 18.34% | 304,027 | $39.1M | Reduce -57.2% |
| IWL iShares Russell Top 200 ETF | 12.42% | 183,022 | $26.5M | New |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 8.68% | 633,654 | $18.5M | Add +3.4% |
| GRNY Fundstr Gran SH US LRG Cap | 6.37% | 680,622 | $13.6M | New |
| VOO Vanguard S&P 500 ETF | 3.06% | 12,109 | $6.5M | Reduce -4.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.83% | 80,568 | $1.8M | Add +17.6% |
| IBTF iShares Ibonds Dec 2025 Term | 0.75% | 68,816 | $1.6M | Add +25.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.68% | 58,320 | $1.5M | Add +22.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.64% | 60,114 | $1.4M | Add +63.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.64% | 60,994 | $1.4M | Add +48.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.58% | 51,802 | $1.2M | Add +65.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.56% | 50,089 | $1.2M | Add +58.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.56% | 47,388 | $1.2M | Add +51.2% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.40% | 39,685 | $846K | Add +34.5% |
| IBDU iShares Ibonds Dec 2029 Term | 0.37% | 34,192 | $780K | Add +38.3% |
| SCHB Schwab US Broad Market ETF | 0.29% | 27,189 | $617K | Reduce -44.6% |
| IWF iShares Russell 1000 Growth | 0.25% | 1,347 | $541K | No change |
| IAU iShares Gold Trust | 0.20% | 8,462 | $419K | Add +1.7% |
| NVDA Nvidia Corp. | 0.17% | 2,720 | $365K | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.13% | 479 | $282K | Add +1.3% |
| QYLD Global X Nasd 100 Cov Call | 0.13% | 15,371 | $280K | No change |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.13% | 11,629 | $272K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.13% | 4,713 | $271K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.11% | 12,160 | $233K | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.11% | 10,779 | $230K | New |
| ESGV Vanguard ESG US Stock ETF | 0.10% | 2,133 | $224K | Reduce -11.5% |
Portfolio Sells Q3 2024 → Q4 2024
| ITOT iShares Core S&P Total U.S. | Reduce -57.2% | 18.34% | −20.33 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.3% | 20.30% | −2.26 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.44 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.35 |
| SCHB Schwab US Broad Market ETF | Reduce -44.6% | 0.29% | −0.18 |
| ESGV Vanguard ESG US Stock ETF | Reduce -11.5% | 0.10% | −0.00 |
| NVDA Nvidia Corp. | Reduce -4.2% | 0.17% | +0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -4.2% | 3.06% | +0.17 |
Portfolio Buys Q3 2024 → Q4 2024
| IWL iShares Russell Top 200 ETF | New | 12.42% | +12.42 |
| GRNY Fundstr Gran SH US LRG Cap | New | 6.37% | +6.37 |
| BIV Vanguard Intermediate-Term B | Add +4.2% | 23.06% | +1.64 |
| CGGO Cap Group Global Growth | Add +3.4% | 8.68% | +0.68 |
| IBTG iShares Ibonds Dec 2026 Term | Add +63.5% | 0.64% | +0.28 |
| IBDR iShares Ibonds Dec 2026 Term | Add +65.6% | 0.58% | +0.26 |
| IBTH iShares Ibonds Dec 2027 Term | Add +48.7% | 0.64% | +0.23 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +58.4% | 0.56% | +0.23 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +51.2% | 0.56% | +0.22 |
| IBTF iShares Ibonds Dec 2025 Term | Add +25.2% | 0.75% | +0.20 |
| IBTI iShares Ibonds Dec 2028 Term | Add +17.6% | 0.83% | +0.16 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +22.1% | 0.68% | +0.15 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +34.5% | 0.40% | +0.11 |
| IBDU iShares Ibonds Dec 2029 Term | Add +38.3% | 0.37% | +0.11 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.11% | +0.11 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.11% | +0.11 |
| IAU iShares Gold Trust | Add +1.7% | 0.20% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 0.13% | +0.01 |
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 |