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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.2 Million 24.63% of portfolio
657,918
Q4 2024 Added 4.22%
$0
$43.3 Million 21.69% of portfolio
1,584,366
Q4 2024 Added 156.98%
$0
$39.1 Million 19.59% of portfolio
304,027
Q4 2024 Reduced 57.23%
$0
$26.5 Million 13.27% of portfolio
183,022
Q4 2024 New
$0
$18.5 Million 9.27% of portfolio
633,654
Q4 2024 Added 3.41%
$0
$6.52 Million 3.27% of portfolio
12,109
Q4 2024 Reduced 4.16%
$0
$1.76 Million 0.88% of portfolio
80,568
Q4 2024 Added 17.64%
$0
$1.6 Million 0.8% of portfolio
68,816
Q4 2024 Added 25.24%
$0
$1.45 Million 0.73% of portfolio
58,320
Q4 2024 Added 22.1%
$0
$1.37 Million 0.69% of portfolio
60,114
Q4 2024 Added 63.46%
$0
$1.35 Million 0.68% of portfolio
60,994
Q4 2024 Added 48.74%
$0
$1.23 Million 0.62% of portfolio
51,802
Q4 2024 Added 65.59%
$0
$1.2 Million 0.6% of portfolio
50,089
Q4 2024 Added 58.35%
$0
$1.19 Million 0.59% of portfolio
47,388
Q4 2024 Added 51.22%
$0
$846,000 0.42% of portfolio
39,685
Q4 2024 Added 34.45%
$0
$779,000 0.39% of portfolio
34,192
Q4 2024 Added 38.32%
$0
$540,000 0.27% of portfolio
1,347
Q2 2022 New
$44.8B
$418,000 0.21% of portfolio
8,462
Q4 2024 Added 1.74%
$0
$280,000 0.14% of portfolio
15,371
Q3 2024 Added 0.44%
$0
$281,000 0.14% of portfolio
479
Q4 2024 Added 1.27%
$0
$271,000 0.14% of portfolio
11,629
Q3 2024 Reduced 1.82%
$0
$271,000 0.14% of portfolio
4,713
Q3 2024 Reduced 1.96%
$0
$233,000 0.12% of portfolio
12,160
Q4 2024 New
$0
$230,000 0.12% of portfolio
10,779
Q4 2024 New
$0
$223,000 0.11% of portfolio
2,133
Q4 2024 Reduced 11.49%

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
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