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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 Q1 2025 · Filed April 28, 2025 · Accession 0001376474-25-000396

Total Value
$219.2M
Positions
29
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (29)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937819674,766$51.7M23.57%
2SCHWAB STRATEGIC TR8085247971,580,323$44.2M20.16%
3ISHARES TR464287150291,649$35.6M16.23%
4ISHARES TR464289446186,515$25.6M11.69%
5CAPITAL GROUP GBL GROWTH EQT14020X104637,627$18.1M8.24%
6TIDAL ETF TR886364231921,813$16.8M7.64%
7VANGUARD INDEX FDS92290836311,323$5.8M2.65%
8GRAYSCALE BITCOIN MINI TR ET389930207151,905$5.5M2.53%
9ISHARES TR46436E83380,238$1.8M0.81%
10ISHARES TR46435U51557,958$1.5M0.67%
11ISHARES TR46436E86661,955$1.4M0.66%
12ISHARES TR46436E85855,316$1.3M0.58%
13ISHARES TR46435UAA950,242$1.2M0.55%
14ISHARES TR46436E84153,285$1.2M0.54%
15ISHARES TR46435GAA047,258$1.1M0.52%
16ISHARES TR46434VBD143,004$1.1M0.49%
17ISHARES TR46436E82539,685$863,9420.39%
18ISHARES TR46436E20534,192$790,8610.36%
19SCHWAB STRATEGIC TR80852410227,189$585,3790.27%
20ISHARES GOLD TRUSTIAU8,317$490,3700.22%
21ISHARES TR4642876141,347$486,3880.22%
22J P MORGAN EXCHANGE TRADED F46641Q3326,907$394,6660.18%
23GLOBAL X FDS37954Y48317,454$290,2600.13%
24ISHARES TR46436E38711,501$268,6630.12%
25ISHARES TR464287200466$261,8450.12%
26NVIDIA CORPORATIONNVDA2,246$243,4210.11%
27ISHARES TR46436E59312,160$239,0660.11%
28ISHARES TR46436E72610,779$234,1200.11%
29VANGUARD WORLD FD9219107332,133$208,9270.10%