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| Name: |
Reliant Wealth Planning |
| City: |
LOUISVILLE |
| State: |
KY |
| Zip: |
40243 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ITOT |
iShares Core S&P Total US |
1 |
- |
$112.14 |
$72,332,000 |
687,372 |
35.12% |
14,355,000 |
71,835 |
0.189 |
Closed - End Fund - E... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
2 |
- |
$77.92 |
$41,359,000 |
543,270 |
20.08% |
6,209,000 |
46,521 |
0.181 |
N/A |
|
|
BIV |
Vanguard Intermediate-Term ... |
3 |
- |
$73.59 |
$40,947,000 |
536,096 |
19.88% |
18,957,000 |
231,990 |
0.333 |
Closed - End Fund - Debt |
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VOO |
Vanguard S&P 500 Etf |
4 |
- |
$468.84 |
$27,160,000 |
62,179 |
13.19% |
-15,295,000 |
-45,932 |
0.007 |
Closed - End Fund - E... |
|
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CGGO |
Capital Group Global Growth... |
5 |
- |
$0.00 |
$16,933,000 |
658,088 |
8.22% |
16,490,000 |
638,762 |
0.731 |
N/A |
|
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IBTE |
Ishares Ibonds Dec 2024 Ter... |
6 |
- |
$0.00 |
$868,000 |
36,380 |
0.42% |
343,000 |
14,356 |
0.004 |
N/A |
|
|
IBTF |
Ishares Ibonds Dec 2025 Ter... |
|
- |
$0.00 |
$722,000 |
31,033 |
0.35% |
180,000 |
7,535 |
0.345 |
N/A |
|
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
7 |
- |
$25.08 |
$661,000 |
26,525 |
0.32% |
135,000 |
5,260 |
0.007 |
N/A |
|
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IBDR |
Ishares Ibonds Dec 2026 Ter... |
|
- |
$0.00 |
$627,000 |
26,228 |
0.3% |
67,000 |
2,243 |
0.291 |
N/A |
|
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IBDQ |
Ishares Ibonds Dec 2025 Ter... |
8 |
- |
$24.76 |
$621,000 |
25,075 |
0.3% |
79,000 |
2,825 |
0.008 |
N/A |
|
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SCHB |
Schwab Strategic Trust |
9 |
- |
$59.37 |
$505,000 |
9,063 |
0.25% |
53,000 |
0 |
0.005 |
Closed - End Fund - Debt |
|
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IBDS |
Ishares Ibonds Dec 2027 Ter... |
10 |
- |
$0.00 |
$461,000 |
19,257 |
0.22% |
175,000 |
6,904 |
0.013 |
N/A |
|
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IWF |
iShares Russell 1000 Growth |
11 |
- |
$328.43 |
$408,000 |
1,347 |
0.2% |
50,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
12 |
New |
$24.44 |
$399,000 |
15,917 |
0.19% |
399,000 |
15,917 |
0.022 |
N/A |
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ESGV |
Vanguard Esg Us Stock Etf |
13 |
New |
$0.00 |
$203,000 |
2,382 |
0.1% |
203,000 |
2,382 |
0.006 |
N/A |
|
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IBDO |
Ishares Ibonds Dec 2023 Ter... |
16 |
Closed |
$25.33 |
$0 |
0 |
0% |
-6,356,000 |
-250,626 |
0 |
N/A |
|
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YUM |
YUM! Brands Inc |
15 |
Closed |
$143.19 |
$0 |
0 |
0% |
-233,000 |
-1,868 |
0 |
Restaurants |
|
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EQAL |
Invesco Russell 1000 Equal ... |
14 |
Closed |
$44.63 |
$0 |
0 |
0% |
-13,068,000 |
-327,684 |
0 |
N/A |
|
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IBTD |
Ishares Ibonds Dec 2023 Ter... |
17 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,197,000 |
-249,667 |
0 |
N/A |
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