Reality Financial Planning Services

Reality Financial Planning Services as of March 31, 2026

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