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Reality Financial Planning Services, LLC 13F holdings

Filed 2026-08-17 · Reality Financial Planning Services, LLC · 18 positions · $103.6M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS55.1K$20.4M19.7%
VIGVANGUARD SPECIALIZED FUNDS79.6K$18.8M18.2%
VYMVANGUARD WHITEHALL FDS108.9K$17.2M16.6%
IVVISHARES TR12.7K$9.5M9.2%
USFRWISDOMTREE TR161.4K$8.1M7.8%
BNDVANGUARD BD INDEX FDS100.1K$7.3M7.1%
QQQINVESCO QQQ TR5.1K$3.8M3.7%
VOOVANGUARD INDEX FDS5.4K$3.7M3.5%
VPUVANGUARD WORLD FD17.5K$3.4M3.3%
USMVISHARES TR34.2K$3.3M3.2%
SCHOSCHWAB STRATEGIC TR73.8K$1.8M1.7%
VXUSVANGUARD STAR FDS17.8K$1.5M1.5%
SDYSPDR SERIES TRUST7.3K$1.1M1.1%
DVYISHARES TR6.3K$983,7520.9%
VNQVANGUARD INDEX FDS9.8K$943,1820.9%
QQQMINVESCO EXCH TRADED FD TR II3.0K$920,1200.9%
AAPLAPPLE INC1.4K$392,0830.4%
JPMJPMORGAN CHASE & CO1.1K$361,0450.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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