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  Name: Reliant Wealth Planning
  City: LOUISVILLE
  State: KY
  Zip: 40243
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $209,048,000
  Total Value Change : $3,087,000
  Securities Held Change : 3
   
All Securities Held : 21
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 9
  Unchanged Positions : 8
  Decreased Positions : 2

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Holdings Found : 17     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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)1 Year Chart         ITOT iShares Core S&P Total US 1 - $116.35 $80,677,000 699,710 38.59% 8,345,000 12,338 0.192    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 2 - $80.08 $47,370,000 587,504 22.66% 6,011,000 44,234 0.196    N/A
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 3 - $74.55 $46,103,000 611,439 22.05% 5,156,000 75,343 0.38    Closed - End Fund - Debt
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 4 - $0.00 $17,173,000 596,288 8.21% 240,000 -61,800 0.663    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 5 - $486.69 $9,252,000 19,246 4.43% -17,908,000 -42,933 0.002    Closed - End Fund - E...
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 6 - $0.00 $992,000 42,711 0.47% 270,000 11,678 0.047    N/A
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... 7 - $0.00 $883,000 36,877 0.42% 15,000 497 0.004    N/A
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 8 - $25.07 $664,000 26,525 0.32% 3,000 0 0.007    N/A
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 9 - $0.00 $626,000 26,228 0.3% -1,000 0 0.029    N/A
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 10 - $24.79 $622,000 25,075 0.3% 1,000 0 0.008    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 11 - $61.60 $553,000 9,063 0.26% 48,000 0 0.005    Closed - End Fund - Debt
   (IBDT)1 Year Chart         IBDT Ishares Ibonds Dec 2028 Ter... 12 - $24.44 $465,000 18,660 0.22% 66,000 2,743 0.026    N/A
   (IBDS)1 Year Chart         IBDS Ishares Ibonds Dec 2027 Ter... 13 - $0.00 $458,000 19,257 0.22% -3,000 0 0.013    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 14 - $342.87 $454,000 1,347 0.22% 46,000 0 0.001    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 15 New $924.79 $264,000 292 0.13% 264,000 292 0    Semiconductor - Speci...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 16 - $134.34 $244,000 1,761 0.12% 244,000 1,761 0.001    Restaurants
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 17 - $0.00 $225,000 2,410 0.11% 22,000 28 0.006    N/A
      17 Records Found
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