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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 $205,959,937
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 687,372 $72,332,130 35.11%
2.
Schwab Strategic Trust
 FNDF 543,270 $41,359,145 20.08%
3.
Vanguard Bond Index Funds
 BND 536,096 $40,947,012 19.88%
4.
Vanguard Index Fds
 62,179 $27,159,787 13.18%
5.
Capital Group Gbl Growth Eqt
 658,088 $16,932,604 8.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)