Reliant Wealth Planning
CIK:0001823393
Investment Adviser
$521M AUM
42 holdings
Louisville, KY, USA
Reliant Wealth Planning, LLC is a Delaware limited liability company founded by Shaun Chelf and Laura Clark in 2017. It provides wealth management and financial planning services, including fee-based financial planning and discretionary wealth management.
Investment Strategy
Reliant Wealth Planning offers discretionary asset management, combining management and transaction expenses into a single fee. It utilizes a layered portfolio approach with a core, tactical allocation of portfolio assets, and a liquidity reserve.
Top Buys
G
GRNYTIDAL ETF TR+$6.3M
I
IWLISHARES TR+$5.7M
C
CGGOCAPITAL GROUP GBL GROWTH EQT+$3.4M
I
ITOTISHARES TR+$2.5M
B
BTCGRAYSCALE BITCOIN MINI TR ET+$2.5M
Top Sells
S
SCHDSCHWAB STRATEGIC TR-$450.7K
I
IBTGISHARES TR+$54.8K
I
IAUISHARES GOLD TRUST+$28.3K
I
IVVISHARES TR+$27.5K
E
ESGVVANGUARD WORLD FD+$24.9K
Top Holdings
B
BIVVANGUARD BD INDEX FDS+20.5%$52.6M
S
SCHDSCHWAB STRATEGIC TR+17.1%$43.7M
I
ITOTISHARES TR+14.9%$38.1M
I
IWLISHARES TR+12.2%$31.3M
G
GRNYTIDAL ETF TR+9.0%$23.1M
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 20.53% | $52.6M | 679,989 | $75.48 | $77.34 | +$923.5K |
S SCHD | SCHWAB STRATEGIC TR | 17.07% | $43.7M | 1,650,384 | $24.25 | $26.50 | -$450.7K |
I ITOT | ISHARES TR | 14.88% | $38.1M | 282,286 | $79.24 | $135.04 | +$2.5M |
I IWL | ISHARES TR | 12.23% | $31.3M | 204,525 | $145.33 | $153.12 | +$5.7M |
G GRNY | TIDAL ETF TR | 9.02% | $23.1M | 1,018,585 | $19.80 | $22.68 | +$6.3M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+3.3%
SEMICONDUCTORS & RELATED DEVICES
+0.1%
SERVICES-PREPACKAGED SOFTWARE
+0.1%