Notify me when Reliant Wealth Planning files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 52 | $320,004,125 | +$63,869,739 | -$51,724,280 | +$12,145,459 | BIV, DIVO, ITOT, IWL, BALT | 13F-HR | 12 Feb 2026, 16:12 |
| Q3 2025 | 50 | $308,587,970 | +$58,019,137 | -$18,313,166 | +$39,705,971 | BIV, SCHD, ITOT, IWL, BALT | 13F-HR | 18 Nov 2025, 11:13 |
| Q2 2025 | 42 | $256,150,122 | +$24,253,970 | -$1,438,561 | +$22,815,409 | BIV, SCHD, ITOT, IWL, GRNY | 13F-HR | 12 Aug 2025, 10:56 |
| Q1 2025 | 29 | $219,204,953 | +$11,972,943 | -$2,777,430 | +$9,195,513 | BIV, SCHD, ITOT, IWL, CGGO | 13F-HR | 28 Apr 2025, 12:24 |
| Q4 2024 | 28 | $213,206,560 | +$73,430,615 | -$54,488,897 | +$18,941,718 | BIV, SCHD, ITOT, IWL, CGGO | 13F-HR | 28 Jan 2025, 16:26 |
| Q3 2024 | 26 | $230,941,801 | +$5,786,984 | -$3,798,043 | +$1,988,941 | ITOT, SCHD, BIV, CGGO, VOO | 13F-HR | 24 Oct 2024, 14:35 |
| Q2 2024 | 24 | $216,749,866 | +$8,663,327 | -$1,969,012 | +$6,694,315 | ITOT, SCHD, BIV, CGGO, VOO | 13F-HR | 11 Jul 2024, 09:44 |
| Q1 2024 | 21 | $209,048,113 | +$11,818,370 | -$22,417,733 | -$10,599,363 | ITOT, SCHD, BIV, CGGO, VOO | 13F-HR | 14 May 2024, 15:50 |
| Q4 2023 | 18 | $205,959,937 | +$47,687,229 | -$45,917,133 | +$1,770,096 | ITOT, SCHD, BIV, VOO, CGGO | 13F-HR | 08 Feb 2024, 11:34 |
| Q3 2023 | 19 | $188,506,678 | +$30,414,460 | -$2,294,312 | +$28,120,148 | ITOT, VOO, SCHD, BIV, EQAL | 13F-HR | 01 Nov 2023, 14:25 |
| Q2 2023 | 10 | $165,735,644 | +$20,984,248 | -$24,351,556 | -$3,367,308 | ITOT, VOO, SCHD, BIV, IBDO | 13F-HR | 07 Jul 2023, 13:21 |
| Q1 2023 | 13 | $161,295,102 | +$1,194,430 | -$10,339,529 | -$9,145,099 | ITOT, VOO, SCHD, IBTD, IBDP | 13F-HR | 19 Apr 2023, 15:30 |
| Q4 2022 | 12 | $164,835,502 | +$1,895,938 | -$81,660,487 | -$79,764,549 | ITOT, VOO, SCHD, DBEF, IBTD | 13F-HR | 07 Feb 2023, 09:55 |
| Q3 2022 | 15 | $235,512,000 | +$8,186,170 | $0 | +$8,186,170 | ITOT, VOO, SCHO, XLG, SCHD | 13F-HR | 28 Oct 2022, 11:37 |
| Q2 2022 | 15 | $238,250,000 | +$82,322,000 | -$20,931,944 | +$61,390,056 | ITOT, VOO, SCHO, XLG, SCHD | 13F-HR | 02 Aug 2022, 15:50 |
| Q1 2022 | 5 | $202,298,000 | +$24,803,045 | -$19,422,000 | +$5,381,045 | ITOT, VOO, XLG, SCHO, SHV | 13F-HR | 10 May 2022, 12:57 |
| Q4 2021 | 5 | $205,584,000 | +$3,052,169 | -$1,731,301 | +$1,320,868 | ITOT, VOO, XLG, SCHO, QUAL | 13F-HR | 14 Feb 2022, 11:12 |
| Q3 2021 | 5 | $188,693,000 | +$1,935,231 | -$573,552 | +$1,361,679 | ITOT, VOO, XLG, SCHO, QUAL | 13F-HR | 09 Nov 2021, 14:14 |
| Q2 2021 | 5 | $187,109,000 | +$2,951,414 | -$250,258 | +$2,701,156 | ITOT, VOO, XLG, SCHO, QUAL | 13F-HR | 10 Aug 2021, 16:13 |
| Q1 2021 | 5 | $172,511,000 | +$3,965,885 | -$6,302,000 | -$2,336,115 | ITOT, VOO, XLG, SCHO, QUAL | 13F-HR | 14 May 2021, 11:27 |
| Q4 2020 | 6 | $167,687,000 | +$1,135,165 | -$771,587 | +$363,578 | ITOT, VOO, XLG, SCHO, QUAL | 13F-HR | 17 Feb 2021, 16:35 |
| Q3 2020 | 6 | $153,196,000 | +$2,404,758 | -$19,811,285 | -$17,406,527 | ITOT, VOO, XLG, SCHO, QUAL | 13F-HR | 17 Feb 2021, 16:34 |
| Q2 2020 | 9 | $161,088,000 | +$38,442,123 | -$81,501,106 | -$43,058,983 | ITOT, VOO, SCHO, XLG, VGSH | 13F-HR | 03 Sep 2020, 14:51 |
| Q1 2020 | 8 | $191,687,000 | +$135,223,156 | -$128,347,000 | +$6,876,156 | VGSH, ITOT, AGG, SCHO, VOO | 13F-HR | 03 Sep 2020, 14:50 |
| Q4 2019 | 8 | $199,570,000 | $0 | $0 | $0 | BSCK, ITOT, IVV, VOO, XLG | 13F-HR | 03 Sep 2020, 10:55 |