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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 Q3 2023 · Filed July 7, 2023 · Accession 0001376474-23-000356

Total Value
$165.7M
Positions
10
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (10)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150582,812$57.0M34.41%
2VANGUARD INDEX FDS922908363112,189$45.7M27.57%
3SCHWAB STRATEGIC TR808524797393,996$28.6M17.26%
4VANGUARD BD INDEX FDS921937819272,468$20.5M12.37%
5ISHARES TR46434VAX8242,163$6.1M3.70%
6ISHARES TR46436E882240,769$6.0M3.60%
7YUM BRANDS INCYUM3,520$487,6960.29%
8INVESCO EXCHANGE TRADED FD TIVZ3,251$486,4800.29%
9SCHWAB STRATEGIC TR8085241029,063$468,5570.28%
10ISHARES TR4642876141,347$370,6670.22%