Reliant Wealth Planning Portfolio Holdings

Reliant Wealth Planning

  • $200 Million
  • Q4 2024

Reliant Wealth Planning has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $49.2M, Schwab Strategic Tr Us Dividen with a value of $43.3M, Ishares Core S&P Total U.S. St with a value of $39.1M, Ishares Tr Russell 200 ETF with a value of $26.5M, and Capital Group Global Growth Eq with a value of $18.5M.

Examining the 13F form we can see an decrease of $31.3M in the current position value, from $231M to 200M.

Below you can find more details about Reliant Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $199 Million
Technology: $365,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$299B
$365,000 0.18% of portfolio
2,720
Q4 2024 Reduced 4.16%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $200 Million
  • Prior Value $231 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Reliant Wealth Planning Portfolio

Follow Reliant Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Reliant Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Reliant Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email