Reality Financial Planning Services, LLC
CIK: 0002110687SEC EDGAR →
Portfolio Value
$104.4M
Holdings
20
As of
Q4 2025
New Positions
20
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 70,679 | $23.7M | 22.69% |
| 2 | VANGUARD SPECIALIZED FUNDS | 80,375 | $17.7M | 16.92% |
| 3 | VANGUARD WHITEHALL FDS | 118,038 | $16.9M | 16.22% |
| 4 | ISHARES TR | 13,212 | $9.0M | 8.67% |
| 5 | VANGUARD BD INDEX FDS | 105,909 | $7.8M | 7.51% |
| 6 | WISDOMTREE TR | 128,077 | $6.4M | 6.17% |
| 7 | INVESCO QQQ TR | 5,705 | $3.5M | 3.36% |
| 8 | VANGUARD INDEX FDS | 5,376 | $3.4M | 3.23% |
| 9 | ISHARES TR | 34,973 | $3.3M | 3.15% |
| 10 | VANGUARD WORLD FD | 17,584 | $3.3M | 3.12% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $99.4M | 95.2% |
| Unknown | 2 | $4.4M | 4.2% |
| Technology | 2 | $652K | 0.6% |