Reliant Wealth Planning Diversified Active

Location: LOUISVILLE, KY

CIK: 0001823393 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $331M (100.0% shares, 0.0% debt)

Holdings (51)

Increased Positions (15)

IAUM ISHARES GOLD TR SHARES REPRESENT 4.8%
Value $15.74M (+5780.5%) Shares 336,983 (+5313.4%) Est. Cost Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 14.3%
Value $47.47M (+4.8%) Shares 1,058,336 (+4.0%) Est. Cost Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 14.3%
Value $47.16M (+2.2%) Shares 611,089 (+3.1%) Est. Cost Unrealized
BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW 1.6%
Value $5.423M (-15.4%) Shares 180,843 (+9.3%) Est. Cost Unrealized
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.7%
Value $2.42M (-27.3%) Shares 121,870 (+2.7%) Est. Cost Unrealized
BALT INNOVATOR DEFINED WEALTH SHLD ETF 10.2%
Value $33.64M (+2.7%) Shares 1,005,348 (+2.9%) Est. Cost Unrealized
IWL ISHARES TR RUS TOP 200 ETF 10.0%
Value $33.21M (-2.3%) Shares 206,913 (+3.9%) Est. Cost Unrealized
RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE 5.0%
Value $16.52M (+3.6%) Shares 456,074 (+3.3%) Est. Cost Unrealized
GRNJ FUNDSTRAT GRANNY SHOTS US 4.5%
Value $14.82M (+4.0%) Shares 592,673 (+6.2%) Est. Cost Unrealized
GRNI FUNDSTRAT GRANNY SHOTS US 0.2%
Value $535K (+77.7%) Shares 28,059 (+89.2%) Est. Cost Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 7.4%
Value $24.42M (+0.7%) Shares 1,023,165 (+4.4%) Est. Cost Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.4%
Value $1.32M (+7.6%) Shares 60,419 (+8.1%) Est. Cost Unrealized
IBDU ISHARES TR IBONDS DEC 29 0.4%
Value $1.248M (+7.9%) Shares 53,646 (+8.6%) Est. Cost Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.3%
Value $828K (+12.1%) Shares 41,998 (+12.8%) Est. Cost Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.2%
Value $825K (+12.0%) Shares 37,677 (+12.9%) Est. Cost Unrealized

Decreased Positions (9)

Unchanged Positions (23)

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 1.6%
Value $5.429M Shares 9,086 Est. Cost Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.2%
Value $574K Shares 1,347 Est. Cost Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.2%
Value $546K Shares 6,198 Est. Cost Unrealized
OUNZ VANECK MERK GOLD ETF 0.1%
Value $288K Shares 6,392 Est. Cost Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value $239K Shares 2,133 Est. Cost Unrealized
IBDY SHARES IBONDS DEC 2033 TERM CORPORATE ETF 0.3%
Value $957K Shares 37,010 Est. Cost Unrealized
IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF 0.4%
Value $1.343M Shares 52,382 Est. Cost Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.3%
Value $870K Shares 34,422 Est. Cost Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.4%
Value $1.371M Shares 56,564 Est. Cost Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.5%
Value $1.496M Shares 66,696 Est. Cost Unrealized
IQDY FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND 0.1%
Value $234K Shares 6,165 Est. Cost Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.6%
Value $2.056M Shares 92,278 Est. Cost Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.5%
Value $1.74M Shares 68,697 Est. Cost Unrealized
IBDZ ISHARES TR IBONDS DEC 2034 0.2%
Value $496K Shares 19,050 Est. Cost Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.3%
Value $934K Shares 40,753 Est. Cost Unrealized
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 0.2%
Value $747K Shares 30,643 Est. Cost Unrealized
IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 0.1%
Value $388K Shares 15,147 Est. Cost Unrealized
IBHK ISHARES TR IBONDS 2031 TERM 0.1%
Value $256K Shares 10,067 Est. Cost Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.1%
Value $282K Shares 13,497 Est. Cost Unrealized
IBTQ ISHARES IBONDS DEC 2035 TERM TREASURY ETF 0.1%
Value $390K Shares 15,407 Est. Cost Unrealized
IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF 0.1%
Value $267K Shares 11,366 Est. Cost Unrealized
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.1%
Value $345K Shares 16,898 Est. Cost Unrealized
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY 0.1%
Value $418K Shares 14,366 Est. Cost Unrealized