Investor

Reliant Wealth Planning

Portfolio Total Value

$201,440,000.00

Number of Stocks

29

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
BIV $49,166,000.0 24.63%
Added 4.22%
657,918 $74.73 $77.3
Added 3.44%
$72.95 $78.89
SCHD $43,284,000.0 21.68%
Added 156.98%
1,584,366 $27.32 $31.42
Added 15.01%
$25.16 $29.72
ITOT $39,103,000.0 19.59%
Reduced 57.23%
304,027 $128.62 $155.24
Added 20.7%
$106.31 $134.51
IWL $26,485,000.0 13.27%
No Change
183,022 $144.71 $175.54
Added 21.3%
$117.62 $150.24
CGGO $18,515,000.0 9.28%
Added 3.41%
633,654 $29.22 $36.96
Added 26.49%
$26.18 $30.72
VOO $6,524,000.0 3.27%
Reduced 4.16%
12,109 $538.81 $651.26
Added 20.87%
$443.75 $559.96
IBTI $1,764,000.0 0.88%
Added 17.64%
80,568 $21.9 $22.26
Added 1.64%
$21.47 $22.61
IBTF $1,604,000.0 0.8%
Added 25.24%
68,816 $23.32 $23.3
Reduced 0.09%
$23.08 $23.43
IBDT $1,452,000.0 0.73%
Added 22.1%
58,320 $24.9 $25.33
Added 1.73%
$24.36 $25.77
IBTG $1,371,000.0 0.69%
Added 63.46%
60,114 $22.81 $22.89
Added 0.35%
$22.44 $23.1
IBTH $1,353,000.0 0.68%
Added 48.74%
60,994 $22.2 $22.43
Added 1.04%
$21.79 $22.7
IBDR $1,246,000.0 0.62%
Added 65.59%
51,802 $24.07 $24.24
Added 0.71%
$23.61 $24.68
IBDS $1,200,000.0 0.6%
Added 58.35%
50,089 $23.96 $24.23
Added 1.13%
$23.44 $24.68
IBDQ $1,187,000.0 0.59%
Added 51.22%
47,388 $25.05 $25.12
Added 0.28%
$24.68 $25.12
IBTE $1,024,000.0 0.44%
No Change
42,698 $24.0 $23.87
Reduced 0.54%
$23.84 $24.01
IBTJ $846,000.0 0.42%
Added 34.45%
39,685 $21.33 $21.82
Added 2.3%
$20.95 $22.22
IBDU $779,000.0 0.39%
Added 38.32%
34,192 $22.8 $23.28
Added 2.11%
$22.24 $24.9
IBDP $808,000.0 0.35%
No Change
32,079 $25.21 $25.15
Reduced 0.24%
$24.92 $25.22
SCHB $617,000.0 0.31%
Added 66.22%
27,189 $22.7 $27.38
Added 20.62%
$18.75 $64.77
IWF $540,000.0 0.27%
No Change
1,347 $401.58 $473.05
Added 17.8%
$310.51 $419.53
IAU $418,000.0 0.21%
Added 1.74%
8,462 $49.51 $88.34
Added 78.43%
$37.53 $52.69
NVDA $365,000.0 0.18%
Reduced 4.16%
2,720 $134.29 $199.64
Added 48.66%
$59.94 $153.13
JEPI $271,000.0 0.14%
No Change
4,713 $57.53 $57.59
Added 0.1%
$54.77 $60.88
IBHH $271,000.0 0.14%
No Change
11,629 $23.37 $23.56
Added 0.81%
$22.79 $24.38
IVV $281,000.0 0.14%
Added 1.27%
479 $588.68 $711.74
Added 20.9%
$485.19 $612.09
QYLD $280,000.0 0.14%
No Change
15,371 $18.22 $17.75
Reduced 2.58%
$15.91 $18.81
IBDV $230,000.0 0.12%
No Change
10,779 $21.36 $21.94
Added 2.72%
$20.77 $22.43
IBTK $233,000.0 0.12%
No Change
12,160 $19.19 $19.71
Added 2.71%
$18.84 $20.19
ESGV $223,000.0 0.11%
Reduced 11.49%
2,133 $104.89 $124.07
Added 18.29%
$86.2 $109.32