RELIANT WEALTH PLANNING

Filed: 8/12/2025ACC: 0001376474-25-000727

📋 What this filing means

RELIANT WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $256.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$256.15M

Total AUM (reported)

5.90M

Total Shares

Allocation by class

INTERMED TERM$52.59M20.5%

US DIVIDEND EQ$43.74M17.1%

CORE S&P TTL STK$38.12M14.9%

RUS TOP 200 ETF$31.32M12.2%

FUNDSTRAT GRANNY$23.10M9.0%

SHS CREATION UNI$21.50M8.4%

SHS NEW$8.06M3.1%

Portfolio Concentration

Top 3$134.45M52.5%

4–10$94.34M36.8%

11–25$19.68M7.7%

Rest$7.69M3.0%

Top 3 weight

52.5%

Top 10 weight

89.3%

Voting Authority Distribution

Total shares with voting rights: 5.90M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.90M

% of voting shares100.0%

Investment Discretion (by position count)

Sole42

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings42

Rows:

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares679.99K

TypeSH

Market value$52.59M

20.53%

Sole

0.00

Shared

0.00

None

679.99K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.65M

TypeSH

Market value$43.74M

17.07%

Sole

0.00

Shared

0.00

None

1.65M

ISHARES TR

SOLE

CORE S&P TTL STK

Shares282.29K

TypeSH

Market value$38.12M

14.88%

Sole

0.00

Shared

0.00

None

282.29K

ISHARES TR

SOLE

RUS TOP 200 ETF

Shares204.53K

TypeSH

Market value$31.32M

12.23%

Sole

0.00

Shared

0.00

None

204.53K

TIDAL ETF TR

SOLE

FUNDSTRAT GRANNY

Shares1.02M

TypeSH

Market value$23.10M

9.02%

Sole

0.00

Shared

0.00

None

1.02M

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares672.45K

TypeSH

Market value$21.50M

8.39%

Sole

0.00

Shared

0.00

None

672.45K

GRAYSCALE BITCOIN MINI TR ET

SOLE

SHS NEW

Shares168.78K

TypeSH

Market value$8.06M

3.15%

Sole

0.00

Shared

0.00

None

168.78K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares11.02K

TypeSH

Market value$6.26M

2.44%

Sole

0.00

Shared

0.00

None

11.02K

ISHARES TR

SOLE

IBONDS DEC 25

Shares76.77K

TypeSH

Market value$2.05M

0.80%

Sole

0.00

Shared

0.00

None

76.77K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2025 MUNI

Shares83.36K

TypeSH

Market value$2.05M

0.80%

Sole

0.00

Shared

0.00

None

83.36K

ISHARES TR

SOLE

IBONDS 28 TRM TS

Shares90.99K

TypeSH

Market value$2.03M

0.79%

Sole

0.00

Shared

0.00

None

90.99K

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares67.57K

TypeSH

Market value$1.72M

0.67%

Sole

0.00

Shared

0.00

None

67.57K

ISHARES TR

SOLE

IBONDS 25 TRM TS

Shares62.58K

TypeSH

Market value$1.46M

0.57%

Sole

0.00

Shared

0.00

None

62.58K

ISHARES TR

SOLE

IBONDS DEC 2034

Shares54.31K

TypeSH

Market value$1.40M

0.55%

Sole

0.00

Shared

0.00

None

54.31K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares55.60K

TypeSH

Market value$1.35M

0.53%

Sole

0.00

Shared

0.00

None

55.60K

ISHARES TR

SOLE

IBONDS 27 TRM TS

Shares59.08K

TypeSH

Market value$1.33M

0.52%

Sole

0.00

Shared

0.00

None

59.08K

ISHARES TR

SOLE

IBONDS 26 TRM TS

Shares57.73K

TypeSH

Market value$1.32M

0.52%

Sole

0.00

Shared

0.00

None

57.73K

ISHARES TR

SOLE

IBONDS DEC2026

Shares49.54K

TypeSH

Market value$1.20M

0.47%

Sole

0.00

Shared

0.00

None

49.54K

ISHARES TR

SOLE

IBONDS DEC 2032

Shares51.94K

TypeSH

Market value$1.20M

0.47%

Sole

0.00

Shared

0.00

None

51.94K

INNOVATOR ETFS TRUST

SOLE

DEFINED WLT SHLD

Shares36.44K

TypeSH

Market value$1.17M

0.46%

Sole

0.00

Shared

0.00

None

36.44K

ISHARES TR

SOLE

IBONDS DEC 2033

Shares47.17K

TypeSH

Market value$1.16M

0.45%

Sole

0.00

Shared

0.00

None

47.17K

ISHARES TR

SOLE

IBONDS DEC 2033

Shares44.51K

TypeSH

Market value$1.15M

0.45%

Sole

0.00

Shared

0.00

None

44.51K

ISHARES TR

SOLE

IBONDS DEC 2032

Shares44.56K

TypeSH

Market value$1.13M

0.44%

Sole

0.00

Shared

0.00

None

44.56K

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares43.58K

TypeSH

Market value$1.10M

0.43%

Sole

0.00

Shared

0.00

None

43.58K

ISHARES TR

SOLE

IBONDS 29 TRM TS

Shares44.32K

TypeSH

Market value$971.6K

0.38%

Sole

0.00

Shared

0.00

None

44.32K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	679.99K	SH	$52.59M 20.53%	679.99K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.65M	SH	$43.74M 17.07%	1.65M
ISHARES TRSOLE	CORE S&P TTL STK	282.29K	SH	$38.12M 14.88%	282.29K
ISHARES TRSOLE	RUS TOP 200 ETF	204.53K	SH	$31.32M 12.23%	204.53K
TIDAL ETF TRSOLE	FUNDSTRAT GRANNY	1.02M	SH	$23.10M 9.02%	1.02M
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	672.45K	SH	$21.50M 8.39%	672.45K
GRAYSCALE BITCOIN MINI TR ETSOLE	SHS NEW	168.78K	SH	$8.06M 3.15%	168.78K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	11.02K	SH	$6.26M 2.44%	11.02K
ISHARES TRSOLE	IBONDS DEC 25	76.77K	SH	$2.05M 0.80%	76.77K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2025 MUNI	83.36K	SH	$2.05M 0.80%	83.36K
ISHARES TRSOLE	IBONDS 28 TRM TS	90.99K	SH	$2.03M 0.79%	90.99K
ISHARES TRSOLE	IBDS DEC28 ETF	67.57K	SH	$1.72M 0.67%	67.57K
ISHARES TRSOLE	IBONDS 25 TRM TS	62.58K	SH	$1.46M 0.57%	62.58K
ISHARES TRSOLE	IBONDS DEC 2034	54.31K	SH	$1.40M 0.55%	54.31K
ISHARES TRSOLE	IBONDS 27 ETF	55.60K	SH	$1.35M 0.53%	55.60K
ISHARES TRSOLE	IBONDS 27 TRM TS	59.08K	SH	$1.33M 0.52%	59.08K
ISHARES TRSOLE	IBONDS 26 TRM TS	57.73K	SH	$1.32M 0.52%	57.73K
ISHARES TRSOLE	IBONDS DEC2026	49.54K	SH	$1.20M 0.47%	49.54K
ISHARES TRSOLE	IBONDS DEC 2032	51.94K	SH	$1.20M 0.47%	51.94K
INNOVATOR ETFS TRUSTSOLE	DEFINED WLT SHLD	36.44K	SH	$1.17M 0.46%	36.44K
ISHARES TRSOLE	IBONDS DEC 2033	47.17K	SH	$1.16M 0.45%	47.17K
ISHARES TRSOLE	IBONDS DEC 2033	44.51K	SH	$1.15M 0.45%	44.51K
ISHARES TRSOLE	IBONDS DEC 2032	44.56K	SH	$1.13M 0.44%	44.56K
ISHARES TRSOLE	IBONDS DEC25 ETF	43.58K	SH	$1.10M 0.43%	43.58K
ISHARES TRSOLE	IBONDS 29 TRM TS	44.32K	SH	$971.6K 0.38%	44.32K

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