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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Reliant Wealth Planning

Quarter ended Q2 2023 · Filed April 19, 2023 · Accession 0001376474-23-000212

Total Value
$161.3M
Positions
13
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (13)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150589,860$53.4M33.11%
2VANGUARD INDEX FDS922908363115,445$43.4M26.92%
3SCHWAB STRATEGIC TR808524797405,413$29.7M18.39%
4ISHARES TR46436E882251,996$6.3M3.88%
5ISHARES TR46434VBG4253,945$6.2M3.87%
6ISHARES TR46436E874258,277$6.2M3.84%
7ISHARES TR46434VAX8243,667$6.1M3.81%
8ISHARES TR46434VBD1169,029$4.1M2.57%
9ISHARES TR46436E866175,634$4.1M2.56%
10EXXON MOBIL CORPXOM4,245$465,5070.29%
11YUM BRANDS INCYUM3,520$464,9220.29%
12SCHWAB STRATEGIC TR8085241029,063$433,6650.27%
13ISHARES TR4642876141,347$329,1130.20%