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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 Q4 2023 · Filed November 1, 2023 · Accession 0001376474-23-000471

Total Value
$188.5M
Positions
19
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (19)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150615,537$58.0M30.76%
2VANGUARD INDEX FDS922908363108,111$42.5M22.52%
3SCHWAB STRATEGIC TR808524797496,749$35.1M18.65%
4VANGUARD BD INDEX FDS921937819304,106$22.0M11.67%
5INVESCO EXCH TRADED FD TR IIIVZ327,684$13.1M6.93%
6ISHARES TR46434VAX8250,626$6.4M3.37%
7ISHARES TR46436E882249,667$6.2M3.29%
8ISHARES TR46435GAA023,985$559,6900.30%
9ISHARES TR46436E85824,899$559,4810.30%
10ISHARES TR46436E86623,498$542,3340.29%
11ISHARES TR46434VBD122,250$542,2330.29%
12ISHARES TR46434VBG421,265$525,8830.28%
13ISHARES TR46436E87422,024$525,0520.28%
14SCHWAB STRATEGIC TR8085241029,063$451,7910.24%
15CAPITAL GROUP GBL GROWTH EQT14020X10419,326$442,9520.23%
16ISHARES TR4642876141,347$358,2890.19%
17ISHARES TR46436E84113,115$286,5630.15%
18ISHARES TR46435UAA912,353$285,8480.15%
19YUM BRANDS INCYUM1,868$233,3880.12%