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Reality Financial Planning Services

Latest statistics and disclosures from Reality Financial Planning Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110687

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Positions held by Reality Financial Planning Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Reality Financial Planning Services

Reality Financial Planning Services holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	21.5	$22M	70k	320.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	16.8	$17M	118k	148.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	16.7	$17M	80k	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.1	$8.4M	13k	653.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.4	$7.7M	104k	73.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	6.9	$7.2M	143k	50.34	View chart
Vanguard World Utilities Etf (VPU)	3.6	$3.8M	19k	198.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.3	$3.5M	37k	92.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$3.2M	5.3k	597.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$3.2M	5.5k	577.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$2.8M	37k	77.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$1.6M	67k	24.27	View chart
Spdr Series Trust State Street Spd (SDY)	1.0	$1.1M	7.3k	145.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$968k	11k	88.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$953k	6.3k	151.41	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$708k	14k	52.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$706k	3.0k	237.62	View chart
Apple (AAPL)	0.3	$336k	1.3k	253.79	View chart
JPMorgan Chase & Co. (JPM)	0.3	$325k	1.1k	294.16	View chart
Microsoft Corporation (MSFT)	0.2	$221k	596.00	370.17	View chart

Past Filings by Reality Financial Planning Services

SEC 13F filings are viewable for Reality Financial Planning Services going back to 2026

Reality Financial Planning Services 2026 Q1 filed April 24, 2026

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