Filed: 4/28/2025ACC: 0001376474-25-000396
📋 What this filing means
RELIANT WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $219.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$219.20M
Total AUM (reported)
5.08M
Total Shares
Allocation by class
INTERMED TERM$51.67M23.6%
US DIVIDEND EQ$44.19M20.2%
CORE S&P TTL STK$35.58M16.2%
RUS TOP 200 ETF$25.63M11.7%
SHS CREATION UNI$18.06M8.2%
FUNDSTRAT GRANNY$16.75M7.6%
S&P 500 ETF SHS$5.82M2.7%
Portfolio Concentration
Top 3$131.44M60.0%
4–10$75.06M34.2%
11–25$11.78M5.4%
Rest$925.5K0.4%
Top 3 weight
60.0%
Top 10 weight
94.2%
Voting Authority Distribution
Total shares with voting rights: 5.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings29
Rows:
VANGUARD BD INDEX FDS
SOLEShares674.77K
TypeSH
Market value$51.67M
23.57%
Sole
0.00
Shared
0.00
None
674.77K
SCHWAB STRATEGIC TR
SOLEShares1.58M
TypeSH
Market value$44.19M
20.16%
Sole
0.00
Shared
0.00
None
1.58M
ISHARES TR
SOLEShares291.65K
TypeSH
Market value$35.58M
16.23%
Sole
0.00
Shared
0.00
None
291.65K
ISHARES TR
SOLEShares186.51K
TypeSH
Market value$25.63M
11.69%
Sole
0.00
Shared
0.00
None
186.51K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares637.63K
TypeSH
Market value$18.06M
8.24%
Sole
0.00
Shared
0.00
None
637.63K
TIDAL ETF TR
SOLEShares921.81K
TypeSH
Market value$16.75M
7.64%
Sole
0.00
Shared
0.00
None
921.81K
VANGUARD INDEX FDS
SOLEShares11.32K
TypeSH
Market value$5.82M
2.65%
Sole
0.00
Shared
0.00
None
11.32K
GRAYSCALE BITCOIN MINI TR ET
SOLEShares151.91K
TypeSH
Market value$5.54M
2.53%
Sole
0.00
Shared
0.00
None
151.91K
ISHARES TR
SOLEShares80.24K
TypeSH
Market value$1.79M
0.81%
Sole
0.00
Shared
0.00
None
80.24K
ISHARES TR
SOLEShares57.96K
TypeSH
Market value$1.46M
0.67%
Sole
0.00
Shared
0.00
None
57.96K
ISHARES TR
SOLEShares61.95K
TypeSH
Market value$1.45M
0.66%
Sole
0.00
Shared
0.00
None
61.95K
ISHARES TR
SOLEShares55.32K
TypeSH
Market value$1.27M
0.58%
Sole
0.00
Shared
0.00
None
55.32K
ISHARES TR
SOLEShares50.24K
TypeSH
Market value$1.21M
0.55%
Sole
0.00
Shared
0.00
None
50.24K
ISHARES TR
SOLEShares53.28K
TypeSH
Market value$1.19M
0.54%
Sole
0.00
Shared
0.00
None
53.28K
ISHARES TR
SOLEShares47.26K
TypeSH
Market value$1.14M
0.52%
Sole
0.00
Shared
0.00
None
47.26K
ISHARES TR
SOLEShares43K
TypeSH
Market value$1.08M
0.49%
Sole
0.00
Shared
0.00
None
43K
ISHARES TR
SOLEShares39.69K
TypeSH
Market value$863.9K
0.39%
Sole
0.00
Shared
0.00
None
39.69K
ISHARES TR
SOLEShares34.19K
TypeSH
Market value$790.9K
0.36%
Sole
0.00
Shared
0.00
None
34.19K
SCHWAB STRATEGIC TR
SOLEShares27.19K
TypeSH
Market value$585.4K
0.27%
Sole
0.00
Shared
0.00
None
27.19K
ISHARES GOLD TRUST
SOLEShares8.32K
TypeSH
Market value$490.4K
0.22%
Sole
0.00
Shared
0.00
None
8.32K
ISHARES TR
SOLEShares1.35K
TypeSH
Market value$486.4K
0.22%
Sole
0.00
Shared
0.00
None
1.35K
J P MORGAN EXCHANGE TRADED F
SOLEShares6.91K
TypeSH
Market value$394.7K
0.18%
Sole
0.00
Shared
0.00
None
6.91K
GLOBAL X FDS
SOLEShares17.45K
TypeSH
Market value$290.3K
0.13%
Sole
0.00
Shared
0.00
None
17.45K
ISHARES TR
SOLEShares11.50K
TypeSH
Market value$268.7K
0.12%
Sole
0.00
Shared
0.00
None
11.50K
ISHARES TR
SOLEShares466.00
TypeSH
Market value$261.8K
0.12%
Sole
0.00
Shared
0.00
None
466.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 674.77K | SH | $51.67M 23.57% | 0.00 | 0.00 | 674.77K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.58M | SH | $44.19M 20.16% | 0.00 | 0.00 | 1.58M |
ISHARES TRSOLE | CORE S&P TTL STK | 291.65K | SH | $35.58M 16.23% | 0.00 | 0.00 | 291.65K |
ISHARES TRSOLE | RUS TOP 200 ETF | 186.51K | SH | $25.63M 11.69% | 0.00 | 0.00 | 186.51K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 637.63K | SH | $18.06M 8.24% | 0.00 | 0.00 | 637.63K |
TIDAL ETF TRSOLE | FUNDSTRAT GRANNY | 921.81K | SH | $16.75M 7.64% | 0.00 | 0.00 | 921.81K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.32K | SH | $5.82M 2.65% | 0.00 | 0.00 | 11.32K |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 151.91K | SH | $5.54M 2.53% | 0.00 | 0.00 | 151.91K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 80.24K | SH | $1.79M 0.81% | 0.00 | 0.00 | 80.24K |
ISHARES TRSOLE | IBDS DEC28 ETF | 57.96K | SH | $1.46M 0.67% | 0.00 | 0.00 | 57.96K |
ISHARES TRSOLE | IBONDS 25 TRM TS | 61.95K | SH | $1.45M 0.66% | 0.00 | 0.00 | 61.95K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 55.32K | SH | $1.27M 0.58% | 0.00 | 0.00 | 55.32K |
ISHARES TRSOLE | IBONDS 27 ETF | 50.24K | SH | $1.21M 0.55% | 0.00 | 0.00 | 50.24K |
ISHARES TRSOLE | IBONDS 27 TRM TS | 53.28K | SH | $1.19M 0.54% | 0.00 | 0.00 | 53.28K |
ISHARES TRSOLE | IBONDS DEC2026 | 47.26K | SH | $1.14M 0.52% | 0.00 | 0.00 | 47.26K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 43K | SH | $1.08M 0.49% | 0.00 | 0.00 | 43K |
ISHARES TRSOLE | IBONDS 29 TRM TS | 39.69K | SH | $863.9K 0.39% | 0.00 | 0.00 | 39.69K |
ISHARES TRSOLE | IBONDS DEC 29 | 34.19K | SH | $790.9K 0.36% | 0.00 | 0.00 | 34.19K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 27.19K | SH | $585.4K 0.27% | 0.00 | 0.00 | 27.19K |
ISHARES GOLD TRUSTSOLE | ISHARES NEW | 8.32K | SH | $490.4K 0.22% | 0.00 | 0.00 | 8.32K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.35K | SH | $486.4K 0.22% | 0.00 | 0.00 | 1.35K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 6.91K | SH | $394.7K 0.18% | 0.00 | 0.00 | 6.91K |
GLOBAL X FDSSOLE | NASDAQ 100 COVER | 17.45K | SH | $290.3K 0.13% | 0.00 | 0.00 | 17.45K |
ISHARES TRSOLE | IBONDS 28 TR HI | 11.50K | SH | $268.7K 0.12% | 0.00 | 0.00 | 11.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 466.00 | SH | $261.8K 0.12% | 0.00 | 0.00 | 466.00 |
Page 1 of 2