Reliant Wealth Planning Diversified Active

CIK: 0001823393 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 18, 2025

Total Value ($000): $308,588 (100.0% shares, 0.0% debt)

Holdings (50)

BIV VANGUARD INTERMEDIATE-TERM BOND ETF 14.9%
Value ($000) $45,938 Shares 588,270 Est. Cost $75.56 Unrealized —
SCHD SCHWAB US DIVIDEND EQUITY ETF 14.7%
Value ($000) $45,445 Shares 1,664,663 Est. Cost $44.12 Unrealized —
ITOT ISHARES TR CORE S&P TTL STK 12.5%
Value ($000) $38,683 Shares 265,590 Est. Cost $79.12 Unrealized —
IWL ISHARES TR RUS TOP 200 ETF 10.9%
Value ($000) $33,489 Shares 201,622 Est. Cost $145.33 Unrealized —
BALT INNOVATOR DEFINED WEALTH SHLD ETF 10.2%
Value ($000) $31,420 Shares 957,346 Est. Cost $32.79 Unrealized —
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 8.1%
Value ($000) $24,932 Shares 997,667 Est. Cost $19.80 Unrealized —
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 7.4%
Value ($000) $22,725 Shares 665,071 Est. Cost $26.29 Unrealized —
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE 5.1%
Value ($000) $15,713 Shares 438,408 Est. Cost $35.84 Unrealized —
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW 2.8%
Value ($000) $8,590 Shares 169,657 Est. Cost $37.62 Unrealized —
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 1.9%
Value ($000) $5,738 Shares 9,370 Est. Cost $303.21 Unrealized —
ETH GRAYSCALE ETHEREUM MINI TR ETF SHS NEW 1.3%
Value ($000) $4,019 Shares 102,585 Est. Cost $39.18 Unrealized —
MSFT MICROSOFT CORPORATION 1.2%
Value ($000) $3,683 Shares 7,110 Est. Cost $501.78 Unrealized +1.4%
IBTI ISHARES TR IBONDS 28 TRM TS 0.7%
Value ($000) $2,037 Shares 90,992 Est. Cost $22.10 Unrealized —
IBDT ISHARES TR IBDS DEC28 ETF 0.6%
Value ($000) $1,724 Shares 67,567 Est. Cost $25.02 Unrealized —
IBTG ISHARES TR IBONDS 26 TRM TS 0.5%
Value ($000) $1,468 Shares 63,964 Est. Cost $22.73 Unrealized —
— ISHARES TR IBONDS 25 TRM TS 0.5%
Value ($000) $1,448 Shares 61,955 Est. Cost $23.22 Unrealized —
IBTP ISHARES TR IBONDS DEC 2034 0.5%
Value ($000) $1,407 Shares 54,310 Est. Cost $25.71 Unrealized —
IBDS ISHARES TR IBONDS 27 ETF 0.5%
Value ($000) $1,399 Shares 57,461 Est. Cost $23.81 Unrealized —
IBTH ISHARES TR IBONDS 27 TRM TS 0.4%
Value ($000) $1,376 Shares 61,083 Est. Cost $22.23 Unrealized —
AAPL APPLE INCORPORATED 0.4%
Value ($000) $1,373 Shares 5,393 Est. Cost $225.58 Unrealized 0.0%
IBDR ISHARES TR IBONDS DEC2026 0.4%
Value ($000) $1,347 Shares 55,433 Est. Cost $23.81 Unrealized —
— ISHARES TR IBONDS DEC25 ETF 0.4%
Value ($000) $1,083 Shares 43,004 Est. Cost $24.71 Unrealized —
IBTM ISHARES TR IBONDS DEC 2032 0.3%
Value ($000) $1,006 Shares 43,474 Est. Cost $23.03 Unrealized —
IBTJ ISHARES TR IBONDS 29 TRM TS 0.3%
Value ($000) $973 Shares 44,324 Est. Cost $21.77 Unrealized —
IBDY ISHARES TR IBONDS DEC 2033 0.3%
Value ($000) $971 Shares 37,010 Est. Cost $25.90 Unrealized —
IBDX ISHARES TR IBONDS DEC 2032 0.3%
Value ($000) $945 Shares 36,895 Est. Cost $25.28 Unrealized —
IBDU ISHARES TR IBONDS DEC 29 0.3%
Value ($000) $905 Shares 38,575 Est. Cost $23.32 Unrealized —
IBTO ISHARES TR IBONDS DEC 2033 0.3%
Value ($000) $775 Shares 31,452 Est. Cost $24.51 Unrealized —
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $699 Shares 27,189 Est. Cost $40.80 Unrealized —
IWF ISHARES TR RUS 1000 GRW ETF 0.2%
Value ($000) $631 Shares 1,347 Est. Cost $218.26 Unrealized —
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $549 Shares 2,941 Est. Cost $116.13 Unrealized +50.1%
IBDZ ISHARES TR IBONDS DEC 2034 0.2%
Value ($000) $504 Shares 19,050 Est. Cost $26.13 Unrealized —
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $495 Shares 8,666 Est. Cost $56.88 Unrealized —
IAU ISHARES GOLD TR ISHARES NEW 0.1%
Value ($000) $451 Shares 6,198 Est. Cost $49.70 Unrealized —
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY 0.1%
Value ($000) $413 Shares 14,366 Est. Cost $28.73 Unrealized —
IBCA ISHARES TR IBONDS DEC 2035 0.1%
Value ($000) $394 Shares 15,147 Est. Cost $26.04 Unrealized —
IBTQ ISHARES TR IBONDS DEC 2035 0.1%
Value ($000) $393 Shares 15,407 Est. Cost $25.53 Unrealized —
IBTK ISHARES TR IBOND DEC 2030 0.1%
Value ($000) $368 Shares 18,538 Est. Cost $19.42 Unrealized —
IBDV ISHARES TR IBONDS DEC 2030 0.1%
Value ($000) $367 Shares 16,557 Est. Cost $21.58 Unrealized —
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $306 Shares 17,964 Est. Cost $17.52 Unrealized —
IBTL ISHARES TR IBONDS DEC 2031 0.1%
Value ($000) $298 Shares 14,470 Est. Cost $20.50 Unrealized —
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $281 Shares 420 Est. Cost $576.97 Unrealized —
IBHH ISHARES TR IBONDS 28 TR HI 0.1%
Value ($000) $271 Shares 11,366 Est. Cost $23.12 Unrealized —
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $253 Shares 2,133 Est. Cost $85.15 Unrealized —
IBDW ISHARES TR IBONDS DEC 2031 0.1%
Value ($000) $236 Shares 11,138 Est. Cost $21.04 Unrealized —
IJH ISHARES TR CORE S&P MCP ETF 0.1%
Value ($000) $230 Shares 3,532 Est. Cost $65.26 Unrealized —
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $225 Shares 929 Est. Cost $241.96 Unrealized —
IQDY FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND 0.1%
Value ($000) $209 Shares 6,165 Est. Cost $33.94 Unrealized —
IBHK ISHARES TR IBONDS 2031 TERM 0.1%
Value ($000) $201 Shares 7,704 Est. Cost $26.10 Unrealized —
IBHI ISHARES TR IBONDS 29 TR HI 0.1%
Value ($000) $201 Shares 8,431 Est. Cost $23.85 Unrealized —