Reliant-Wealth-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "IVV",
  "NVDA",
  "BIV",
  null,
  "SCHB",
  null,
  "ESGV",
  "VOO",
  "SCHD",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 29
Total Value: 219204953
Accession Number: 0001376474-25-000396
Form Type: 13F-HR
CIK: reliant-wealth-planning
Manager Name: Reliant-Wealth-Planning

Data Enrichment

31% identified

9 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $219.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287614

IWF|464287614

Shares:1.3K

Value:$486.4K

% of Portfolio:0.2% ($486.4K/$219.2M)

46641Q332

Shares:6.9K

Value:$394.7K

% of Portfolio:0.2% ($394.7K/$219.2M)

37954Y483

Shares:17.5K

Value:$290.3K

% of Portfolio:0.1% ($290.3K/$219.2M)

46436E387

Shares:11.5K

Value:$268.7K

% of Portfolio:0.1% ($268.7K/$219.2M)

464287200

IVV|464287200

Shares:466

Value:$261.8K

% of Portfolio:0.1% ($261.8K/$219.2M)

NVIDIA CORP

NVDA|67066G104

Shares:2.2K

Value:$243.4K

% of Portfolio:0.1% ($243.4K/$219.2M)

46436E593

Shares:12.2K

Value:$239.1K

% of Portfolio:0.1% ($239.1K/$219.2M)

46436E726

Shares:10.8K

Value:$234.1K

% of Portfolio:0.1% ($234.1K/$219.2M)

921910733

ESGV|921910733

Shares:2.1K

Value:$208.9K

% of Portfolio:0.1% ($208.9K/$219.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$486.4K	0.2% ($486.4K/$219.2M)	QoQ -10.08% (-$54.5K) YoY +7.13% (+$32.4K)
(cusip46641Q332)✕	6.9K	QoQ +46.55% (+2.2K) YoY NEW(+6.9K)	All Managers (Combined)	$394.7K	0.2% ($394.7K/$219.2M)	QoQ +45.55% (+$123.5K) YoY NEW(+$394.7K)
(cusip37954Y483)✕	17.5K	QoQ +13.55% (+2.1K) YoY NEW(+17.5K)	All Managers (Combined)	$290.3K	0.1% ($290.3K/$219.2M)	QoQ +3.64% (+$10.2K) YoY NEW(+$290.3K)
(cusip46436E387)✕	11.5K	QoQ -1.10% (-128) YoY NEW(+11.5K)	All Managers (Combined)	$268.7K	0.1% ($268.7K/$219.2M)	QoQ -1.13% (-$3.1K) YoY NEW(+$268.7K)
(IVVcusip464287200)	466	QoQ -2.71% (-13) YoY NEW(+466)	All Managers (Combined)	$261.8K	0.1% ($261.8K/$219.2M)	QoQ -7.13% (-$20.1K) YoY NEW(+$261.8K)
NVIDIA CORP(NVDAcusip67066G104)	2.2K	QoQ -17.42% (-474) YoY +669.17% (-2.0K)	All Managers (Combined)	$243.4K	0.1% ($243.4K/$219.2M)	QoQ -33.35% (-$121.8K) YoY -7.73% (-$20.4K)
(cusip46436E593)✕	12.2K	QoQ 0.00% (+0) YoY NEW(+12.2K)	All Managers (Combined)	$239.1K	0.1% ($239.1K/$219.2M)	QoQ +2.43% (+$5.7K) YoY NEW(+$239.1K)
(cusip46436E726)✕	10.8K	QoQ 0.00% (+0) YoY NEW(+10.8K)	All Managers (Combined)	$234.1K	0.1% ($234.1K/$219.2M)	QoQ +1.68% (+$3.9K) YoY NEW(+$234.1K)
(ESGVcusip921910733)	2.1K	QoQ 0.00% (-0) YoY -11.49% (-277)	All Managers (Combined)	$208.9K	0.1% ($208.9K/$219.2M)	QoQ -6.61% (-$14.8K) YoY -6.97% (-$15.7K)