Latest Reliant Wealth Planning Stock Portfolio
Reliant Wealth Planning Performance:
2024 Q3: 2.26%YTD: 7.08%2023: 8.99%
Performance for 2024 Q3 is 2.26%, and YTD is 7.08%, and 2023 is 8.99%.
About Reliant Wealth Planning and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Reliant Wealth Planning reported an equity portfolio of $230.9 Millions as of 30 Sep, 2024.
The top stock holdings of Reliant Wealth Planning are IJR, FNDA, BIV. The fund has invested 38.7% of it's portfolio in ISHARES TR and 22.6% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off YUM BRANDS INC (YUM) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA). Reliant Wealth Planning opened new stock positions in ISHARES TR (DMXF), ISHARES GOLD TR (IAU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (BGRN) and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of Reliant Wealth Planning are IJR, FNDA, BIV. The fund has invested 38.7% of it's portfolio in ISHARES TR and 22.6% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off YUM BRANDS INC (YUM) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA). Reliant Wealth Planning opened new stock positions in ISHARES TR (DMXF), ISHARES GOLD TR (IAU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (BGRN) and SCHWAB STRATEGIC TR (FNDA).
Reliant Wealth Planning Annual Return Estimates Vs S&P 500
Our best estimate is that Reliant Wealth Planning made a return of 2.26% in the last quarter. In trailing 12 months, it's portfolio return was 11.99%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 581,144 |
| ishares gold tr | 413,355 |
| ishares tr | 272,836 |
New stocks bought by Reliant Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 190 |
| ishares tr | 27.93 |
| ishares tr | 26.18 |
| ishares tr | 18.81 |
| ishares tr | 16.06 |
| ishares tr | 14.58 |
| ishares tr | 13.27 |
| ishares tr | 13.04 |
Additions to existing portfolio by Reliant Wealth Planning
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -38.3 |
| ishares tr | -32.84 |
| vanguard index fds | -17.47 |
| schwab strategic tr | -3.93 |
| capital group gbl growth eqt | -3.3 |
| j p morgan exchange traded f | -1.96 |
| ishares tr | -1.82 |
| nvidia corporation | -0.77 |
Reliant Wealth Planning reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| yum brands inc | -696,607 |
Reliant Wealth Planning got rid off the above stocks
Sector Distribution
Reliant Wealth Planning has about 99.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.8 |
Market Cap. Distribution
Reliant Wealth Planning has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.8 |
Stocks belong to which Index?
About 0% of the stocks held by Reliant Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.8 |
Reliant Wealth Planning Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Reliant Wealth Planning
Reliant Wealth Planning has 22 stocks in it's portfolio. About 96.2% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Reliant Wealth Planning last quarter.
Last Reported on: 24 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACWF | ishares tr | 0.35 | 32,079 | 808,712 | reduced | -38.3 | ||
| ACWF | ishares tr | 0.34 | 31,337 | 786,559 | added | 14.58 | ||
| AGNG | global x fds | 0.12 | 15,371 | 277,293 | added | 0.44 | ||
| AGT | ishares tr | 0.33 | 31,284 | 760,201 | added | 13.04 | ||
| BBAX | j p morgan exchange traded f | 0.12 | 4,713 | 280,471 | reduced | -1.96 | ||
| BGRN | ishares tr | 0.53 | 47,763 | 1,219,390 | added | 12.74 | ||
| BGRN | ishares tr | 0.33 | 31,632 | 770,872 | added | 13.27 | ||
| BIV | vanguard bd index fds | 21.42 | 631,290 | 49,474,200 | added | 1.65 | ||
| CGGO | capital group gbl growth eqt | 8.00 | 612,747 | 18,474,300 | reduced | -3.3 | ||
| DMXF | ishares tr | 0.67 | 68,489 | 1,541,360 | added | 18.81 | ||
| DMXF | ishares tr | 0.56 | 54,947 | 1,286,860 | added | 16.06 | ||
| DMXF | ishares tr | 0.44 | 42,698 | 1,024,750 | reduced | -32.84 | ||
| DMXF | ishares tr | 0.40 | 41,008 | 928,216 | added | 26.18 | ||
| DMXF | ishares tr | 0.37 | 36,777 | 848,262 | added | 27.93 | ||
| DMXF | ishares tr | 0.28 | 29,516 | 652,451 | added | 190 | ||
| DMXF | ishares tr | 0.25 | 24,719 | 581,144 | new | |||
| DMXF | ishares tr | 0.12 | 11,629 | 276,770 | reduced | -1.82 | ||
| EDV | vanguard world fd | 0.11 | 2,410 | 244,977 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 22.57 | 616,525 | 52,114,900 | added | 1.87 | ||
| FNDA | schwab strategic tr | 0.47 | 16,357 | 1,088,070 | reduced | -3.93 | ||