RELIANT WEALTH PLANNING

CIK: 0001823393

Securities

Total Securities Securities Added Securities Removed Average Holding Period
18.00 3 4 5

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
205.96M 188.51M 17.45M 9.26 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
15.70M 23.88M 22.49M 38.64M 38.64M

ITOT

Inst. Shares Owned: 687.37K

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SCHD

Inst. Shares Owned: 543.27K

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BIV

Inst. Shares Owned: 536.10K

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VOO

Inst. Shares Owned: 62.18K

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IBDP

Inst. Shares Owned: 26.53K

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IBDR

Inst. Shares Owned: 26.23K

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IBDQ

Inst. Shares Owned: 25.08K

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IBDS

Inst. Shares Owned: 19.26K

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IBDT

Inst. Shares Owned: 15.92K

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SCHB

Inst. Shares Owned: 9.06K

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ESGV

Inst. Shares Owned: 2.38K

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IWF

Inst. Shares Owned: 1.35K

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