Holdings of Reality Financial Planning Services, LLC
19 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.2 % of the equity sleeve
Sector breakdown
- Funds 15.6 %
- Technology 0.5 %
- Financials 0.3 %
- Unattributed 83.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 19 | 102.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF | 69,565 | 22.3M $ | |
| 2 | Vanguard High Dividend Yield E | 117,640 | 17.4M $ | |
| 3 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 80,348 | 17.3M $ | |
| 4 | iShares Core S&P 500 ETF | 12,864 | 8.4M $ | |
| 5 | Vanguard Total Bond Market ETF | 104,440 | 7.7M $ | |
| 6 | WisdomTree Trust | 142,494 | 7.2M $ | |
| 7 | Vanguard World Fund | 19,028 | 3.8M $ | |
| 8 | iShares MSCI USA Min Vol Factor ETF | 37,383 | 3.5M $ | |
| 9 | Vanguard S&P 500 ETF | 5,345 | 3.2M $ | |
| 10 | Invesco QQQ Trust Series 1 | 5,513 | 3.2M $ | |
| 11 | Vanguard Total International S | 36,630 | 2.8M $ | |
| 12 | Schwab Short-Term U.S. Treasury ETF | 66,908 | 1.6M $ | |
| 13 | State Street SPDR S&P Dividend ETF | 7,310 | 1.1M $ | |
| 14 | Vanguard Real Estate ETF | 10,914 | 968.1K $ | |
| 15 | iShares Select Dividend ETF | 6,294 | 953K $ | |
| 16 | INVESCO EXCHANGE-TRADED FUND TRUST II | 2,969 | 705.5K $ | |
| 17 | Apple Inc | 1,325 | 336.3K $ | |
| 18 | JPMorgan Chase & Co | 1,103 | 324.5K $ | |
| 19 | Microsoft Corp | 596 | 220.6K $ |