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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     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
   (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
   (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...

      6 Records Found
  1    
Page 1 of 1
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