13F-HR filed by Reliant Wealth Planning
Reliant Wealth Planning filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-07-11, with 24 holding rows worth $216,749,866.
- Accession
- 0001376474-24-000299
- Filer
- CIK 1823393
- Filed
- 2024-07-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 24 entries on the cover page, a total value of $216,749,866 stated on the cover page (in dollars after the unit check, H1), rows summing to $216,749,866 with VALUE read as dollars as filed, 13F file number 028-20350. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 701,978 | $83,380,973 | dollars as filed | |
| SCHD | 808524797 | COM | 605,231 | $47,062,763 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 621,030 | $46,508,937 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 633,627 | $18,653,979 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 15,309 | $7,656,490 | dollars as filed | |
| ISHARES TR | 46436E874 | IBONDS 24 TRM TS | 63,574 | $1,524,505 | dollars as filed | |
| ISHARES | 46434VBG4 | EXCHANGE TRADED | 51,991 | $1,306,534 | dollars as filed | |
| ISHARES TR | 46436E833 | IBONDS 28 TRM TS | 57,647 | $1,258,451 | dollars as filed | |
| ISHARES TR | 46436E866 | IBONDS 25 TRM TS | 47,342 | $1,099,281 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 17,026 | $1,070,425 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 42,367 | $1,049,431 | dollars as filed | |
| ISHARES TR | 46436E841 | IBONDS 27 TRM TS | 32,499 | $717,415 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 5,259 | $696,607 | dollars as filed | |
| ISHARES TR | 46434VBD1 | IBONDS DEC25 ETF | 27,350 | $679,921 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 27,927 | $662,708 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 27,676 | $659,242 | dollars as filed | |
| ISHARES TR | 46436E858 | IBONDS 26 TRM TS | 28,748 | $651,280 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,347 | $490,995 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,860 | $353,324 | dollars as filed | |
| iShares iBonds 2028 Term HY & Inc ETF | 46436E387 | SHS | 11,845 | $273,856 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 4,807 | $272,461 | dollars as filed | |
| GLOBAL X FDS | 37954Y483 | NASDAQ 100 COVER | 15,304 | $270,422 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 2,410 | $232,854 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 10,155 | $217,012 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001376474-24-000299 | this filing | 2024-07-11 | acceptance time not in the bulk data set |