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Reliant Wealth Planning

Portfolio Manager
Reliant Wealth Planning
Performance
-3.04% (2026 Q1)
AUM (13F)
$330.84M
# of Holdings
51
Performance Rank
Allocation (Top 20)
95.21%

Reliant Wealth Planning Holdings Map

Top 50 Reliant Wealth Planning Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
14.35%1.06M$47.5M
+3.99%(+40.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.02M shares2026-Q1: 1.06M shares
$44.54(+1.86%)
2026-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
14.26%611.1K$47.2M
+3.11%(+18.43K)
2025-Q1: 674.8K shares2025-Q2: 680.0K shares2025-Q3: 588.3K shares2025-Q4: 592.7K shares2026-Q1: 611.1K shares
$75.33(+0.97%)
2026-03-31
ITOT
ISHARES TR CORE S&P TTL STK
11.01%255.7K$36.4M
-2.57%(-6.75K)
2025-Q1: 291.6K shares2025-Q2: 282.3K shares2025-Q3: 265.6K shares2025-Q4: 262.5K shares2026-Q1: 255.7K shares
$73.02(+120.64%)
2026-03-31
BALT
INNOVATOR DEFINED WEALTH SHLD ETF
10.17%1.01M$33.6M
+2.88%(+28.17K)
2025-Q1: 0 shares2025-Q2: 36.4K shares2025-Q3: 957.3K shares2025-Q4: 977.2K shares2026-Q1: 1.01M shares
$32.47(+4.94%)
2026-03-31
IWL
ISHARES TR RUS TOP 200 ETF
10.04%206.9K$33.2M
+3.90%(+7.77K)
2025-Q1: 186.5K shares2025-Q2: 204.5K shares2025-Q3: 201.6K shares2025-Q4: 199.1K shares2026-Q1: 206.9K shares
$143.61(+28.06%)
2026-03-31
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
7.38%1.02M$24.4M
+4.44%(+43.52K)
2025-Q1: 921.8K shares2025-Q2: 1.02M shares2025-Q3: 997.7K shares2025-Q4: 979.6K shares2026-Q1: 1.02M shares
$19.98(+34.01%)
2026-03-31
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
6.49%643.6K$21.5M
-1.48%(-9.65K)
2025-Q1: 637.6K shares2025-Q2: 672.5K shares2025-Q3: 665.1K shares2025-Q4: 653.3K shares2026-Q1: 643.6K shares
$25.06(+54.50%)
2026-03-31
RISR
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE
4.99%456.1K$16.5M
+3.32%(+14.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 438.4K shares2025-Q4: 441.4K shares2026-Q1: 456.1K shares
$36.20(+1.10%)
2026-03-31
IAUM
ISHARES GOLD TR SHARES REPRESENT
4.76%337.0K$15.7M
+5313.38%(+330.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.2K shares2026-Q1: 337.0K shares
$44.77(+1.19%)
2026-03-31
GRNJ
FUNDSTRAT GRANNY SHOTS US
4.48%592.7K$14.8M
+6.23%(+34.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 557.9K shares2026-Q1: 592.7K shares
$25.53(+19.13%)
2026-03-31

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