Fund Universe

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☆Reliant Wealth Planning

CIK 0001823393 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.861
AUM ($M)
364
Positions
54
Turnover
0.04
Top-10 wt
89%
Herfindahl
0.091
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 54 positions · portfolio value $364M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DIVO funds › AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ADD — 13.9% -0.5% 50.5 1,104,334 +45,998 3 —
☆BIV funds › VANGUARD INTERMEDIATE-TERM BOND ETF ADD — 13.3% -0.9% 48.5 631,866 +20,777 5 —
☆ITOT funds › ISHARES TR CORE S&P TTL STK TRIM — 11.3% +0.2% 40.9 249,115 -6,618 5 —
☆IWL funds › ISHARES TR RUS TOP 200 ETF ADD — 10.9% +0.9% 39.8 215,106 +8,193 5 —
☆BALT funds › INNOVATOR DEFINED WEALTH SHLD ETF ADD — 9.8% -0.4% 35.5 1,037,015 +31,667 5 —
☆GRNY funds › FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF ADD — 7.9% +0.6% 28.8 1,043,100 +19,935 5 —
☆CGGO funds › CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT ADD — 7.6% +1.1% 27.6 653,161 +9,565 5 —
☆GRNJ funds › FUNDSTRAT GRANNY SHOTS US ADD — 5.4% +0.9% 19.5 620,518 +27,845 3 —
☆RISR funds › FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE ADD — 4.7% -0.3% 16.9 467,373 +11,299 4 —
☆IAUM funds › ISHARES GOLD TR SHARES REPRESENT ADD — 3.9% -0.9% 14.2 354,094 +17,111 3 —
☆VOO funds › VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW TRIM — 1.7% +0.0% 6.1 8,910 -176 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ETF SHS NEW ADD — 1.3% -0.3% 4.8 186,312 +5,469 5 —
☆IBTI funds › ISHARES IBONDS DEC 2028 TERM TREASURY ETF ADD — 0.6% -0.0% 2.1 96,139 +3,861 5 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING MINI ETF ADD — 0.5% -0.2% 2.0 132,523 +10,653 4 —
☆IBDT funds › ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ADD — 0.5% -0.0% 1.8 69,355 +658 5 —
☆IBTH funds › ISHARES IBONDS DEC 2027 TERM TREASURY ETF ADD — 0.4% -0.0% 1.5 67,387 +691 5 —
☆IBTG funds › ISHARES IBONDS DEC 2026 TERM TREASURY ETF ADD — 0.4% -0.0% 1.5 64,822 +332 5 —
☆IBDS funds › ISHARES TR IBONDS 27 ETF ADD — 0.4% -0.0% 1.4 57,204 +640 5 —
☆IBDR funds › ISHARES TR IBONDS DEC2026 ADD — 0.4% -0.0% 1.3 55,008 +314 5 —
☆IBTP funds › ISHARES IBONDS DEC 2034 TERM TREASURY ETF HOLD — 0.4% -0.0% 1.3 52,382 +0 5 —
☆IBTJ funds › ISHARES IBONDS DEC 2029 TERM TREASURY ETF ADD — 0.4% -0.0% 1.3 61,315 +896 5 —
☆IBDU funds › ISHARES TR IBONDS DEC 29 ADD — 0.3% -0.0% 1.3 54,485 +839 5 —
☆IBTM funds › ISHARES IBONDS DEC 2032 TERM TREASURY ETF HOLD — 0.3% -0.0% 0.9 40,753 +0 5 —
☆IBDX funds › ISHARES IBONDS DEC 2032 TERM CORPORATE ETF HOLD — 0.2% -0.0% 0.9 34,422 +0 5 —
☆IBDV funds › ISHARES IBONDS DEC 2030 TERM CORPORATE ETF HOLD — 0.2% -0.0% 0.8 37,677 +0 5 —
☆IBTK funds › ISHARES IBONDS DEC 2030 TERM TREASURY ETF HOLD — 0.2% -0.0% 0.8 41,998 +0 5 —
☆IBDY funds › SHARES IBONDS DEC 2033 TERM CORPORATE ETF TRIM — 0.2% -0.1% 0.8 29,284 -7,726 5 —
☆SCHB funds › SCHWAB U.S. BROAD MARKET ETF HOLD — 0.2% +0.0% 0.7 24,003 +0 5 —
☆IBTO funds › ISHARES IBONDS DEC 2033 TERM TREASURY ETF TRIM — 0.2% -0.0% 0.7 28,589 -2,054 5 —
☆IWF funds › ISHARES TR RUS 1000 GRW ETF ADD — 0.2% +0.0% 0.7 5,388 +4,041 5 —
☆IDVO funds › AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF ADD — 0.2% +0.1% 0.6 15,028 +5,787 2 —
☆GRNI funds › FUNDSTRAT GRANNY SHOTS US TRIM — 0.2% -0.0% 0.6 27,799 -260 3 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.1% +0.0% 0.5 2,641 +395 5 —
☆IBDZ funds › ISHARES TR IBONDS DEC 2034 HOLD — 0.1% -0.0% 0.5 19,050 +0 5 —
☆IAU funds › ISHARES GOLD TR ISHARES NEW HOLD — 0.1% -0.0% 0.5 6,198 +0 5 —
☆FEOE funds › FIRST EAGLE OVERSEAS EQUITY ETF ADD — 0.1% +0.0% 0.5 8,551 +3,333 2 —
☆ZJUL funds › INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR JULY HOLD — 0.1% -0.0% 0.4 14,366 +0 4 —
☆SAMT funds › STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF NEW — 0.1% +0.1% 0.4 8,860 +8,860 1 —
☆IBCA funds › ISHARES IBONDS DEC 2035 TERM CORPORATE ETF TRIM — 0.1% -0.0% 0.3 13,580 -1,567 4 —
☆IBTQ funds › ISHARES IBONDS DEC 2035 TERM TREASURY ETF TRIM — 0.1% -0.0% 0.3 13,818 -1,589 4 —
☆IBTL funds › ISHARES IBONDS DEC 2031 TERM TREASURY ETF HOLD — 0.1% -0.0% 0.3 16,898 +0 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF SHS BEN INT NEW — 0.1% +0.1% 0.3 9,638 +9,638 1 —
☆IVV funds › ISHARES TR CORE S&P500 ETF HOLD — 0.1% +0.0% 0.3 406 +0 5 —
☆OUNZ funds › VANECK MERK GOLD ETF ADD — 0.1% -0.0% 0.3 7,831 +1,439 3 —
☆CUSIP:921910733 funds › VANGUARD ESG U.S. STOCK ETF HOLD — 0.1% +0.0% 0.3 2,133 +0 5 —
☆IBDW funds › ISHARES IBONDS DEC 2031 TERM CORPORATE ETF HOLD — 0.1% -0.0% 0.3 13,497 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INCORPORATED NEW — 0.1% +0.1% 0.3 472 +472 1 —
☆ETHA funds › ISHARES ETHEREUM TR SHS ADD — 0.1% +0.0% 0.3 22,800 +7,621 2 —
☆IBHH funds › ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF HOLD — 0.1% -0.0% 0.3 11,366 +0 5 —
☆IJH funds › ISHARES TR CORE S&P MCP ETF HOLD — 0.1% +0.0% 0.3 3,418 +0 4 —
☆IQDY funds › FLEXSHARES INTERNATIONAL QUALITY DIV DYNAMIC INDEX FUND HOLD — 0.1% +0.0% 0.3 6,165 +0 4 —
☆JEPI funds › JPMORGAN EQUITY PREMIUM INCOME ETF HOLD — 0.1% -0.0% 0.3 4,633 +0 5 —
☆IBHK funds › ISHARES TR IBONDS 2031 TERM HOLD — 0.1% -0.0% 0.3 10,067 +0 4 —
☆GLD funds › SPDR GOLD SHARES HOLD — 0.1% -0.0% 0.2 600 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 364 54 0.04 89% 0.091 0.860 — in
2026Q1 331 51 0.05 88% 0.091 0.838 — in
2025Q4 320 52 0.19 88% 0.094 0.560 — in
2025Q3 309 50 0.18 88% 0.098 0.588 — in
2025Q2 256 42 0.08 89% 0.126 0.788 — entered
2025Q1 219 29 0.00 94% 0.151 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status