Reliant Wealth Planning

报告期 2026-03-31 · CIK 0001823393

持仓数

前50大市值合计

$330.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

CWP ENHANCED DIV

$47.5M

1,058,336

14.4%

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

INTERMED TERM

$47.2M

611,089

14.3%

ITOT ISHARES TR CORE S&P TTL STK

CORE S&P TTL STK

$36.4M

255,733

11.0%

BALT INNOVATOR DEFINED WEALTH SHLD ETF

DEFINED WLT SHLD

$33.6M

1,005,348

10.2%

IWL ISHARES TR RUS TOP 200 ETF

RUS TOP 200 ETF

$33.2M

206,913

10.0%

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

FUNDSTRAT GRANNY

$24.4M

1,023,165

7.4%

CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

SHS CREATION UNI

$21.5M

643,596

6.5%

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

FOLIOBEYOND ALTE

$16.5M

456,074

5.0%

IAUM ISHARES GOLD TR SHARES REPRESENT

SHARES REPRESENT

$15.7M

336,983

4.8%

GRNJ FUNDSTRAT GRANNY SHOTS US

FUNDSTRAT GRANNY

$14.8M

592,673

4.5%

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

S&P 500 ETF SHS

$5.4M

9,086

1.6%

BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW

SHS NEW

$5.4M

180,843

1.6%

ETH GRAYSCALE ETHEREUM STAKING MINI ETF

SHS NEW

$2.4M

121,870

0.7%

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF

IBONDS 28 TRM TS

$2.1M

92,278

0.6%

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

IBDS DEC28 ETF

$1.7M

68,697

0.5%

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF

IBONDS 27 TRM TS

$1.5M

66,696

0.5%

IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF

IBONDS 26 TRM TS

$1.5M

64,490

0.4%

IBDS ISHARES TR IBONDS 27 ETF

IBONDS 27 ETF

$1.4M

56,564

0.4%

IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF

IBONDS DEC 2034

$1.3M

52,382

0.4%

IBDR ISHARES TR IBONDS DEC2026

IBONDS DEC2026

$1.3M

54,694

0.4%

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF

IBONDS 29 TRM TS

$1.3M

60,419

0.4%

IBDU ISHARES TR IBONDS DEC 29

IBONDS DEC 29

$1.2M

53,646

0.4%

IBDY SHARES IBONDS DEC 2033 TERM CORPORATE ETF

IBONDS DEC 2033

$956.7K

37,010

0.3%

IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF

IBONDS DEC 2032

$934.5K

40,753

0.3%

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

IBONDS DEC 2032

$869.8K

34,422

0.3%

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF

IBOND DEC 2030

$828.2K

41,998

0.3%

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

IBONDS DEC 2030

$824.8K

37,677

0.2%

IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF

IBONDS DEC 2033

$747.4K

30,643

0.2%

SCHB SCHWAB U.S. BROAD MARKET ETF

US BRD MKT ETF

$602.5K

24,003

0.2%

IWF ISHARES TR RUS 1000 GRW ETF

RUS 1000 GRW ETF

$574.4K

1,347

0.2%

IAU ISHARES GOLD TR ISHARES NEW

ISHARES NEW

$546.4K

6,198

0.2%

GRNI FUNDSTRAT GRANNY SHOTS US

FUNDSTRAT GRANNY

$534.5K

28,059

0.2%

IBDZ ISHARES TR IBONDS DEC 2034

IBONDS DEC 2034

$496.4K

19,050

0.2%

ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY

EQUITY DEFINED P

$417.6K

14,366

0.1%

NVDA NVIDIA CORPORATION

COM

$391.7K

2,246

0.1%

IBTQ ISHARES IBONDS DEC 2035 TERM TREASURY ETF

IBONDS DEC 2035

$389.9K

15,407

0.1%

IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF

IBONDS DEC 2035

$388.4K

15,147

0.1%

IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF

CWP INTL ENHANCE

$374.0K

9,241

0.1%

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF

IBONDS DEC 2031

$344.7K

16,898

0.1%

OUNZ VANECK MERK GOLD ETF

GOLD SHS

$288.0K

6,392

0.1%

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

IBONDS DEC 2031

$282.5K

13,497

0.1%

IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF

IBONDS 28 TR HI

$266.8K

11,366

0.1%

IVV ISHARES TR CORE S&P500 ETF

CORE S&P500 ETF

$265.2K

406

0.1%

FEOE FIRST EAGLE OVERSEAS EQUITY ETF

FIRST EAGLE OVER

$263.3K

5,218

0.1%

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

EQUITY PREMIUM

$262.6K

4,633

0.1%

GLD SPDR GOLD SHARES

GOLD SHS

$258.2K

600

0.1%

IBHK ISHARES TR IBONDS 2031 TERM

IBONDS 2031 TERM

$256.2K

10,067

0.1%

ETHA ISHARES ETHEREUM TR SHS

SHS

$240.3K

15,179

0.1%

ESGV VANGUARD ESG U.S. STOCK ETF

ESG US STK ETF

$239.5K

2,133

0.1%

IQDY FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND

INT QLTDVDYNAM

$233.7K

6,165

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

67%前 6 大占比

DIVO14.4%BIV14.3%ITOT11.0%BALT10.2%IWL10.0%GRNY7.4%