Asset Manager
← All Institutions
Reliant Wealth Planning
Market Value
$0
-100.0%
Holdings
50
-4
New Purchases
0
Added To
0
Closed
50
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $0 | 0% |
| Large Cap | 11 | $0 | 0% |
| Mid Cap | 16 | $0 | 0% |
| Small Cap | 13 | $0 | 0% |
| Micro Cap | 6 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$230.8B
Median Market Cap
$2.7B
Avg P/E
23.3
Median P/E
24.8
Avg Dividend Yield
0.00%
Avg Beta
0.80
# Stocks
3
# ETFs / Funds
47
Top Holdings (50 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IBTQ | —% | — | — | — | -$393K | -15,407 | -100.0% | SOLD |
| 2 | BTC | —% | — | — | — | -$6M | -165,433 | -100.0% | SOLD |
| 3 | GRNY | —% | — | — | — | -$24M | -979,647 | -100.0% | SOLD |
| 4 | IBTG | —% | — | — | — | -$2M | -66,151 | -100.0% | SOLD |
| 5 | GRNJ | —% | — | — | — | -$14M | -557,894 | -100.0% | SOLD |
| 6 | IBTL | —% | — | — | — | -$347K | -16,898 | -100.0% | SOLD |
| 7 | GRNI | —% | — | — | — | -$301K | -14,833 | -100.0% | SOLD |
| 8 | IVV | —% | — | — | — | -$284K | -414 | -100.0% | SOLD |
| 9 | IWM | —% | — | — | — | -$229K | -929 | -100.0% | SOLD |
| 10 | IWL | —% | — | — | — | -$34M | -199,143 | -100.0% | SOLD |
| 11 | SCHB | —% | — | — | — | -$713K | -27,189 | -100.0% | SOLD |
| 12 | BIV | —% | — | — | — | -$46M | -592,660 | -100.0% | SOLD |
| 13 | ETH | —% | — | — | — | -$3M | -118,690 | -100.0% | SOLD |
| 14 | IBTM | —% | — | — | — | -$940K | -40,753 | -100.0% | SOLD |
| 15 | DIVO | —% | — | — | — | -$45M | -1,017,720 | -100.0% | SOLD |
| 16 | IBTP | —% | — | — | — | -$1M | -52,382 | -100.0% | SOLD |
| 17 | IBIT | —% | — | — | — | -$300K | -6,042 | -100.0% | SOLD |
| 18 | IBDR | —% | — | — | — | -$1M | -56,432 | -100.0% | SOLD |
| 19 | IAU | —% | — | — | — | -$503K | -6,198 | -100.0% | SOLD |
| 20 | IJH | —% | — | — | — | -$233K | -3,532 | -100.0% | SOLD |
| 21 | IBHH | —% | — | — | — | -$269K | -11,366 | -100.0% | SOLD |
| 22 | IBDU | —% | — | — | — | -$1M | -49,407 | -100.0% | SOLD |
| 23 | OUNZ | —% | — | — | — | -$265K | -6,392 | -100.0% | SOLD |
| 24 | RISR | —% | — | — | — | -$16M | -441,417 | -100.0% | SOLD |
| 25 | IAUM | —% | — | — | — | -$268K | -6,225 | -100.0% | SOLD |
| 26 | ESGV | —% | — | — | — | -$258K | -2,133 | -100.0% | SOLD |
| 27 | IBDT | —% | — | — | — | -$2M | -68,109 | -100.0% | SOLD |
| 28 | IBTH | —% | — | — | — | -$1M | -66,207 | -100.0% | SOLD |
| 29 | ITOT | —% | — | — | — | -$39M | -262,486 | -100.0% | SOLD |
| 30 | MSFT | —% | — | — | — | -$3M | -7,110 | -100.0% | SOLD |
| 31 | IBTI | —% | — | — | — | -$2M | -91,608 | -100.0% | SOLD |
| 32 | IBDS | —% | — | — | — | -$1M | -56,112 | -100.0% | SOLD |
| 33 | NVDA | —% | — | — | — | -$548K | -2,941 | -100.0% | SOLD |
| 34 | CGGO | —% | — | — | — | -$23M | -653,251 | -100.0% | SOLD |
| 35 | IWF | —% | — | — | — | -$638K | -1,347 | -100.0% | SOLD |
| 36 | IBTO | —% | — | — | — | -$752K | -30,643 | -100.0% | SOLD |
| 37 | IBHI | —% | — | — | — | -$199K | -8,431 | -100.0% | SOLD |
| 38 | IBTK | —% | — | — | — | -$739K | -37,219 | -100.0% | SOLD |
| 39 | JEPI | —% | — | — | — | -$399K | -6,962 | -100.0% | SOLD |
| 40 | IBTJ | —% | — | — | — | -$1M | -55,875 | -100.0% | SOLD |
| 41 | QYLD | —% | — | — | — | -$317K | -17,964 | -100.0% | SOLD |
| 42 | VOO | —% | — | — | — | -$6M | -9,145 | -100.0% | SOLD |
| 43 | IBDZ | —% | — | — | — | -$502K | -19,050 | -100.0% | SOLD |
| 44 | IBDV | —% | — | — | — | -$736K | -33,366 | -100.0% | SOLD |
| 45 | IBDW | —% | — | — | — | -$285K | -13,497 | -100.0% | SOLD |
| 46 | BALT | —% | — | — | — | -$33M | -977,177 | -100.0% | SOLD |
| 47 | IBDX | —% | — | — | — | -$879K | -34,422 | -100.0% | SOLD |
| 48 | IBDY | —% | — | — | — | -$967K | -37,010 | -100.0% | SOLD |
| 49 | IBCA | —% | — | — | — | -$393K | -15,147 | -100.0% | SOLD |
| 50 | IQDY | —% | — | — | — | -$226K | -6,165 | -100.0% | SOLD |