Reality Financial Planning Services, LLC
20 holdingsFiling period: 2026-03-31Current AUM: $113.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 69.6K | $22.3M | $25.6M | 22.56% | -1,114 | 2026-03-31 |
| 2 | VYM | VANGUARD WHITEHALL FDS | 117.6K | $17.4M | $19.1M | 16.78% | -398 | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 80.3K | $17.3M | $19.2M | 16.92% | -27 | 2026-03-31 |
| 4 | IVV | ISHARES TR | 12.9K | $8.4M | $9.7M | 8.50% | -348 | 2026-03-31 |
| 5 | BND | VANGUARD BD INDEX FDS | 104.4K | $7.7M | $7.5M | 6.64% | -1,469 | 2026-03-31 |
| 6 | USFR | WISDOMTREE TR | 142.5K | $7.2M | $7.2M | 6.32% | +14.4K | 2026-03-31 |
| 7 | VPU | VANGUARD WORLD FD | 19.0K | $3.8M | $3.6M | 3.20% | +1.4K | 2026-03-31 |
| 8 | USMV | ISHARES TR | 37.4K | $3.5M | $3.7M | 3.22% | +2.4K | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 5.3K | $3.2M | $3.7M | 3.23% | -31 | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 5.5K | $3.2M | $3.8M | 3.34% | -192 | 2026-03-31 |
| 11 | VXUS | VANGUARD STAR FDS | 36.6K | $2.8M | $3.1M | 2.73% | +2.0K | 2026-03-31 |
| 12 | SCHO | SCHWAB STRATEGIC TR | 66.9K | $1.6M | $1.6M | 1.42% | +8.3K | 2026-03-31 |
| 13 | SDY | SPDR SERIES TRUST | 7.3K | $1.1M | $1.1M | 1.00% | -332 | 2026-03-31 |
| 14 | VNQ | VANGUARD INDEX FDS | 10.9K | $968K | $1.1M | 0.95% | -652 | 2026-03-31 |
| 15 | DVY | ISHARES TR | 6.3K | $952K | $1.0M | 0.89% | -- | 2026-03-31 |
| 16 | MUNI | PIMCO ETF TR | 13.6K | $707K | $701K | 0.62% | +2.3K | 2026-03-31 |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | 3.0K | $705K | $840K | 0.74% | +35 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 1.3K | $336K | $409K | 0.36% | -- | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 1.1K | $324K | $387K | 0.34% | -- | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 596 | $220K | $276K | 0.24% | -9 | 2026-03-31 |
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