RELIANT WEALTH PLANNING

Filed: 1/28/2025ACC: 0001376474-25-000118

📋 What this filing means

RELIANT WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $213.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$213.21M

Total AUM (reported)

4.70M

Total Shares

Allocation by class

INTERMED TERM$49.17M23.1%

US DIVIDEND EQ$43.28M20.3%

CORE S&P TTL STK$39.10M18.3%

RUS TOP 200 ETF$26.49M12.4%

SHS CREATION UNI$18.52M8.7%

FUNDSTRAT GRANNY$13.59M6.4%

S&P 500 ETF SHS$6.52M3.1%

Portfolio Concentration

Top 3$131.56M61.7%

4–10$69.93M32.8%

11–25$11.03M5.2%

Rest$687.4K0.3%

Top 3 weight

61.7%

Top 10 weight

94.5%

Voting Authority Distribution

Total shares with voting rights: 4.70M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.70M

% of voting shares100.0%

Investment Discretion (by position count)

Sole28

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings28

Rows:

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares657.92K

TypeSH

Market value$49.17M

23.06%

Sole

0.00

Shared

0.00

None

657.92K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.58M

TypeSH

Market value$43.28M

20.30%

Sole

0.00

Shared

0.00

None

1.58M

ISHARES TR

SOLE

CORE S&P TTL STK

Shares304.03K

TypeSH

Market value$39.10M

18.34%

Sole

0.00

Shared

0.00

None

304.03K

ISHARES TR

SOLE

RUS TOP 200 ETF

Shares183.02K

TypeSH

Market value$26.49M

12.42%

Sole

0.00

Shared

0.00

None

183.02K

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares633.65K

TypeSH

Market value$18.52M

8.68%

Sole

0.00

Shared

0.00

None

633.65K

TIDAL ETF TR

SOLE

FUNDSTRAT GRANNY

Shares680.62K

TypeSH

Market value$13.59M

6.37%

Sole

0.00

Shared

0.00

None

680.62K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.11K

TypeSH

Market value$6.52M

3.06%

Sole

0.00

Shared

0.00

None

12.11K

ISHARES TR

SOLE

IBONDS 28 TRM TS

Shares80.57K

TypeSH

Market value$1.76M

0.83%

Sole

0.00

Shared

0.00

None

80.57K

ISHARES TR

SOLE

IBONDS 25 TRM TS

Shares68.82K

TypeSH

Market value$1.60M

0.75%

Sole

0.00

Shared

0.00

None

68.82K

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares58.32K

TypeSH

Market value$1.45M

0.68%

Sole

0.00

Shared

0.00

None

58.32K

ISHARES TR

SOLE

IBONDS 26 TRM TS

Shares60.11K

TypeSH

Market value$1.37M

0.64%

Sole

0.00

Shared

0.00

None

60.11K

ISHARES TR

SOLE

IBONDS 27 TRM TS

Shares60.99K

TypeSH

Market value$1.35M

0.64%

Sole

0.00

Shared

0.00

None

60.99K

ISHARES TR

SOLE

IBONDS DEC2026

Shares51.80K

TypeSH

Market value$1.25M

0.58%

Sole

0.00

Shared

0.00

None

51.80K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares50.09K

TypeSH

Market value$1.20M

0.56%

Sole

0.00

Shared

0.00

None

50.09K

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares47.39K

TypeSH

Market value$1.19M

0.56%

Sole

0.00

Shared

0.00

None

47.39K

ISHARES TR

SOLE

IBONDS 29 TRM TS

Shares39.69K

TypeSH

Market value$846.3K

0.40%

Sole

0.00

Shared

0.00

None

39.69K

ISHARES TR

SOLE

IBONDS DEC 29

Shares34.19K

TypeSH

Market value$779.6K

0.37%

Sole

0.00

Shared

0.00

None

34.19K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares27.19K

TypeSH

Market value$617.2K

0.29%

Sole

0.00

Shared

0.00

None

27.19K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares1.35K

TypeSH

Market value$540.9K

0.25%

Sole

0.00

Shared

0.00

None

1.35K

ISHARES GOLD TRUST

SOLE

ISHARES NEW

Shares8.46K

TypeSH

Market value$419.0K

0.20%

Sole

0.00

Shared

0.00

None

8.46K

NVIDIA CORPORATION

SOLE

COM

Shares2.72K

TypeSH

Market value$365.3K

0.17%

Sole

0.00

Shared

0.00

None

2.72K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares479.00

TypeSH

Market value$282.0K

0.13%

Sole

0.00

Shared

0.00

None

479.00

GLOBAL X FDS

SOLE

NASDAQ 100 COVER

Shares15.37K

TypeSH

Market value$280.1K

0.13%

Sole

0.00

Shared

0.00

None

15.37K

ISHARES TR

SOLE

IBONDS 28 TR HI

Shares11.63K

TypeSH

Market value$271.8K

0.13%

Sole

0.00

Shared

0.00

None

11.63K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares4.71K

TypeSH

Market value$271.1K

0.13%

Sole

0.00

Shared

0.00

None

4.71K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	657.92K	SH	$49.17M 23.06%	657.92K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.58M	SH	$43.28M 20.30%	1.58M
ISHARES TRSOLE	CORE S&P TTL STK	304.03K	SH	$39.10M 18.34%	304.03K
ISHARES TRSOLE	RUS TOP 200 ETF	183.02K	SH	$26.49M 12.42%	183.02K
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	633.65K	SH	$18.52M 8.68%	633.65K
TIDAL ETF TRSOLE	FUNDSTRAT GRANNY	680.62K	SH	$13.59M 6.37%	680.62K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.11K	SH	$6.52M 3.06%	12.11K
ISHARES TRSOLE	IBONDS 28 TRM TS	80.57K	SH	$1.76M 0.83%	80.57K
ISHARES TRSOLE	IBONDS 25 TRM TS	68.82K	SH	$1.60M 0.75%	68.82K
ISHARES TRSOLE	IBDS DEC28 ETF	58.32K	SH	$1.45M 0.68%	58.32K
ISHARES TRSOLE	IBONDS 26 TRM TS	60.11K	SH	$1.37M 0.64%	60.11K
ISHARES TRSOLE	IBONDS 27 TRM TS	60.99K	SH	$1.35M 0.64%	60.99K
ISHARES TRSOLE	IBONDS DEC2026	51.80K	SH	$1.25M 0.58%	51.80K
ISHARES TRSOLE	IBONDS 27 ETF	50.09K	SH	$1.20M 0.56%	50.09K
ISHARES TRSOLE	IBONDS DEC25 ETF	47.39K	SH	$1.19M 0.56%	47.39K
ISHARES TRSOLE	IBONDS 29 TRM TS	39.69K	SH	$846.3K 0.40%	39.69K
ISHARES TRSOLE	IBONDS DEC 29	34.19K	SH	$779.6K 0.37%	34.19K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	27.19K	SH	$617.2K 0.29%	27.19K
ISHARES TRSOLE	RUS 1000 GRW ETF	1.35K	SH	$540.9K 0.25%	1.35K
ISHARES GOLD TRUSTSOLE	ISHARES NEW	8.46K	SH	$419.0K 0.20%	8.46K
NVIDIA CORPORATIONSOLE	COM	2.72K	SH	$365.3K 0.17%	2.72K
ISHARES TRSOLE	CORE S&P500 ETF	479.00	SH	$282.0K 0.13%	479.00
GLOBAL X FDSSOLE	NASDAQ 100 COVER	15.37K	SH	$280.1K 0.13%	15.37K
ISHARES TRSOLE	IBONDS 28 TR HI	11.63K	SH	$271.8K 0.13%	11.63K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	4.71K	SH	$271.1K 0.13%	4.71K

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