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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 2025 · Filed November 18, 2025 · Accession 0001376474-25-000949

Total Value
$308.6M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTERMEDIATE-TERM BOND ETF921937819588,270$45.9M14.89%
2SCHWAB US DIVIDEND EQUITY ETF8085247971,664,663$45.4M14.73%
3ISHARES TR CORE S&P TTL STK464287150265,590$38.7M12.54%
4ISHARES TR RUS TOP 200 ETF464289446201,622$33.5M10.85%
5INNOVATOR DEFINED WEALTH SHLD ETFINHD957,346$31.4M10.18%
6FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF886364231997,667$24.9M8.08%
7CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT14020X104665,071$22.7M7.36%
8FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE886364637438,408$15.7M5.09%
9GRAYSCALE BITCOIN MINI TR ETF SHS NEW389930207169,657$8.6M2.78%
10VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW9229083639,370$5.7M1.86%
11GRAYSCALE ETHEREUM MINI TR ETF SHS NEW38964R203102,585$4.0M1.30%
12MICROSOFT CORPORATIONMSFT7,110$3.7M1.19%
13ISHARES TR IBONDS 28 TRM TS46436E83390,992$2.0M0.66%
14ISHARES TR IBDS DEC28 ETF46435U51567,567$1.7M0.56%
15ISHARES TR IBONDS 26 TRM TS46436E85863,964$1.5M0.48%
16ISHARES TR IBONDS 25 TRM TS46436E86661,955$1.4M0.47%
17ISHARES TR IBONDS DEC 203446438G64654,310$1.4M0.46%
18ISHARES TR IBONDS 27 ETF46435UAA957,461$1.4M0.45%
19ISHARES TR IBONDS 27 TRM TS46436E84161,083$1.4M0.45%
20APPLE INCORPORATEDAAPL5,393$1.4M0.45%
21ISHARES TR IBONDS DEC202646435GAA055,433$1.3M0.44%
22ISHARES TR IBONDS DEC25 ETF46434VBD143,004$1.1M0.35%
23ISHARES TR IBONDS DEC 203246436E29643,474$1.0M0.33%
24ISHARES TR IBONDS 29 TRM TS46436E82544,324$973,1330.32%
25ISHARES TR IBONDS DEC 203346436E13037,010$970,7720.31%
26ISHARES TR IBONDS DEC 203246436E31236,895$945,2490.31%
27ISHARES TR IBONDS DEC 2946436E20538,575$905,3550.29%
28ISHARES TR IBONDS DEC 203346436E14831,452$775,2910.25%
29SCHWAB U.S. BROAD MARKET ETF80852410227,189$699,0290.23%
30ISHARES TR RUS 1000 GRW ETF4642876141,347$630,9480.20%
31NVIDIA CORPORATIONNVDA2,941$548,7310.18%
32ISHARES TR IBONDS DEC 203446438G65319,050$504,2530.16%
33JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3328,666$494,8280.16%
34ISHARES GOLD TR ISHARES NEWIAU6,198$451,0280.15%
35INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULYINHD14,366$412,7350.13%
36ISHARES TR IBONDS DEC 203546438G37215,147$394,4270.13%
37ISHARES TR IBONDS DEC 203546438G42215,407$393,3420.13%
38ISHARES TR IBOND DEC 203046436E59318,538$368,4420.12%
39ISHARES TR IBONDS DEC 203046436E72616,557$366,7370.12%
40GLOBAL X NASDAQ 100 COVERED CALL ETF37954Y48317,964$305,5670.10%
41ISHARES TR IBONDS DEC 203146436E46014,470$297,6470.10%
42ISHARES TR CORE S&P500 ETF464287200420$281,1060.09%
43ISHARES TR IBONDS 28 TR HI46436E38711,366$271,1920.09%
44VANGUARD ESG U.S. STOCK ETF9219107332,133$252,6320.08%
45ISHARES TR IBONDS DEC 203146436E48611,138$236,3480.08%
46ISHARES TR CORE S&P MCP ETF4642875073,532$230,4980.07%
47ISHARES TR RUSSELL 2000 ETF464287655929$224,7800.07%
48FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUNDFLEX6,165$209,2220.07%
49ISHARES TR IBONDS 2031 TERM46438G6617,704$201,1120.07%
50ISHARES TR IBONDS 29 TR HI46436E3798,431$201,0790.07%