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| Name: |
Reliant Wealth Planning |
| City: |
LOUISVILLE |
| State: |
KY |
| Zip: |
40243 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Increased Positions |
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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 |
- |
$116.35 |
$80,677,000 |
699,710 |
38.59% |
8,345,000 |
12,338 |
0.192 |
Closed - End Fund - E... |
|
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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 |
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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 |
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IBTF |
Ishares Ibonds Dec 2025 Ter... |
6 |
- |
$0.00 |
$992,000 |
42,711 |
0.47% |
270,000 |
11,678 |
0.047 |
N/A |
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IBTE |
Ishares Ibonds Dec 2024 Ter... |
7 |
- |
$0.00 |
$883,000 |
36,877 |
0.42% |
15,000 |
497 |
0.004 |
N/A |
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
12 |
- |
$24.44 |
$465,000 |
18,660 |
0.22% |
66,000 |
2,743 |
0.026 |
N/A |
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YUM |
YUM! Brands Inc |
16 |
- |
$134.34 |
$244,000 |
1,761 |
0.12% |
244,000 |
1,761 |
0.001 |
Restaurants |
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ESGV |
Vanguard Esg Us Stock Etf |
17 |
- |
$0.00 |
$225,000 |
2,410 |
0.11% |
22,000 |
28 |
0.006 |
N/A |
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