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Home > Institutional Investor > Reliant Wealth Planning > Profile

Instuitional Investor - Reliant Wealth Planning

Fund Profile
Filing Period:
Fund Name: Reliant Wealth Planning
Portfolio Value $213,206,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 657,918 $49,166,212 23.06%
2.
Schwab Strategic Trust
 FNDF 1,584,366 $43,284,879 20.3%
3.
Ishares Trust
 IEF 304,027 $39,103,953 18.34%
4.
Ishares Tr - RUS TOP 200 ETF
 183,022 $26,485,114 12.42%
5.
Capital Group Gbl Growth Eqt
 633,654 $18,515,370 8.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)