Latest Reliant Wealth Planning Stock Portfolio
$209Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Reliant Wealth Planning and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Reliant Wealth Planning reported an equity portfolio of $209 Millions as of 31 Mar, 2024.
The top stock holdings of Reliant Wealth Planning are AGG, FNDA, BIV. The fund has invested 38.6% of it's portfolio in ISHARES TR and 22.7% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO) and CAPITAL GROUP GBL GROWTH EQT (CGGO). Reliant Wealth Planning opened new stock positions in NVIDIA CORPORATION (NVDA), YUM BRANDS INC (YUM) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (BGRN) and VANGUARD BD INDEX FDS (BIV).
The top stock holdings of Reliant Wealth Planning are AGG, FNDA, BIV. The fund has invested 38.6% of it's portfolio in ISHARES TR and 22.7% of portfolio in SCHWAB STRATEGIC TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO) and CAPITAL GROUP GBL GROWTH EQT (CGGO). Reliant Wealth Planning opened new stock positions in NVIDIA CORPORATION (NVDA), YUM BRANDS INC (YUM) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (BGRN) and VANGUARD BD INDEX FDS (BIV).
New Buys
| Ticker | $ Bought |
|---|---|
| NVIDIA CORPORATION | 263,840 |
| YUM BRANDS INC | 244,163 |
| ISHARES TR | 218,333 |
New stocks bought by Reliant Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 37.63 |
| ISHARES TR | 17.23 |
| VANGUARD BD INDEX FDS | 14.05 |
| ISHARES TR | 11.21 |
| SCHWAB STRATEGIC TR | 8.14 |
| ISHARES TR | 1.79 |
| ISHARES TR | 1.37 |
| VANGUARD WORLD FD | 1.18 |
Additions to existing portfolio by Reliant Wealth Planning
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD INDEX FDS | -69.05 |
| CAPITAL GROUP GBL GROWTH EQT | -9.39 |
Reliant Wealth Planning reduced stake in above stock
Sold off
Current Stock Holdings of Reliant Wealth Planning
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ACWF | ISHARES TR | 0.32 | 26,525 | 664,451 | UNCHANGED | 0.00 | |
| ACWF | ISHARES TR | 0.30 | 25,075 | 622,111 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 38.59 | 699,710 | 80,676,600 | ADDED | 1.79 | |
| AGG | ISHARES TR | 0.22 | 1,347 | 454,006 | UNCHANGED | 0.00 | |
| AGT | ISHARES TR | 0.30 | 26,228 | 625,538 | UNCHANGED | 0.00 | |
| BGRN | ISHARES TR | 0.22 | 18,660 | 464,727 | ADDED | 17.23 | |
| BGRN | ISHARES TR | 0.22 | 19,257 | 458,317 | UNCHANGED | 0.00 | |
| BIV | VANGUARD BD INDEX FDS | 22.05 | 611,439 | 46,102,500 | ADDED | 14.05 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 8.21 | 596,288 | 17,173,100 | REDUCED | -9.39 | |
| DMXF | ISHARES TR | 0.48 | 42,711 | 992,177 | ADDED | 37.63 | |
| DMXF | ISHARES TR | 0.42 | 36,877 | 882,835 | ADDED | 1.37 | |
| DMXF | ISHARES TR | 0.32 | 30,722 | 673,887 | ADDED | 11.21 | |
| DMXF | ISHARES TR | 0.30 | 27,226 | 618,302 | UNCHANGED | 0.00 | |
| DMXF | ISHARES TR | 0.25 | 23,166 | 513,359 | UNCHANGED | 0.00 | |
| DMXF | ISHARES TR | 0.10 | 10,155 | 218,333 | NEW | ||
| EDV | VANGUARD WORLD FD | 0.11 | 2,410 | 224,588 | ADDED | 1.18 | |
| FNDA | SCHWAB STRATEGIC TR | 22.66 | 587,504 | 47,370,400 | ADDED | 8.14 | |
| FNDA | SCHWAB STRATEGIC TR | 0.26 | 9,063 | 553,296 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 0.13 | 292 | 263,840 | NEW | ||
| VOO | VANGUARD INDEX FDS | 4.43 | 19,246 | 9,251,550 | REDUCED | -69.05 | |
| YUM | YUM BRANDS INC | 0.12 | 1,761 | 244,163 | NEW |