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The Analysis of Reality Financial Planning Services, LLC's Holdings & P&L

Currently, Reality Financial Planning Services, LLC holds 20 types of securities in its portfolio with a total value $103.6M. In the most recent quarter, they have increased their positions in USFR (+14.4K shares, valued at $725.8K), VPU (+1.4K shares, valued at $286.1K), USMV (+2.4K shares, valued at $223.5K); decreased their positions in VTI (-1.1K shares, valued at $357.4K), IVV (-348 shares, valued at $227.3K), N/A (-192 shares, valued at $110.8K).

1M P&L

+1.4M+1.30%

3M P&L

+3.5M+3.40%

HY P&L

+6.2M+6.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A96.4M

99.1%

2Consumer Electronics336.3K

0.3%

3Banks - Diversified324.5K

0.3%

Top Industries by Stock Count

1N/A15 stocks

83.3%

2Consumer Electronics1 stocks

5.6%

3Software - Infrastructure1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS69.6K shares-1.58%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS117.6K shares-0.34%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS80.3K shares-0.03%2026-03-312026-04-24

IVV ISHARES TR12.9K shares-2.63%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS104.4K shares-1.39%2026-03-312026-04-24

USFR WISDOMTREE TR142.5K shares11.26%2026-03-312026-04-24

VPU VANGUARD WORLD FD19.0K shares8.21%2026-03-312026-04-24

USMV ISHARES TR37.4K shares6.89%2026-03-312026-04-24

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VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares-0.58%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR5.5K shares-3.37%2026-03-312026-04-24

VXUS VANGUARD STAR FDS36.6K shares5.90%2026-03-312026-04-24

SCHO SCHWAB STRATEGIC TR66.9K shares14.25%2026-03-312026-04-24

SDY SPDR SERIES TRUST7.3K shares-4.34%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS10.9K shares-5.64%2026-03-312026-04-24

DVY ISHARES TR6.3K shares0.00%2026-03-312026-04-24

MUNI PIMCO ETF TR13.6K shares20.46%2026-03-312026-04-24

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QQQM INVESCO EXCH TRADED FD TR II3.0K shares1.19%2026-03-312026-04-24

AAPL APPLE INC1.3K shares0.00%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.1K shares0.00%2026-03-312026-04-24

MSFT MICROSOFT CORP596 shares-1.49%2026-03-312026-04-24

VTI

VANGUARD INDEX FDS

-1.58%

Shares69.6K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-0.34%

Shares117.6K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.03%

Shares80.3K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-2.63%

Shares12.9K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

-1.39%

Shares104.4K

Event2026-03-31

Filed2026-04-24

USFR

WISDOMTREE TR

11.26%

Shares142.5K

Event2026-03-31

Filed2026-04-24

VPU

VANGUARD WORLD FD

8.21%

Shares19.0K

Event2026-03-31

Filed2026-04-24

USMV

ISHARES TR

6.89%

Shares37.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.58%

Shares5.3K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-3.37%

Shares5.5K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

5.90%

Shares36.6K

Event2026-03-31

Filed2026-04-24

SCHO

SCHWAB STRATEGIC TR

14.25%

Shares66.9K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

-4.34%

Shares7.3K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

-5.64%

Shares10.9K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-24

MUNI

PIMCO ETF TR

20.46%

Shares13.6K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

1.19%

Shares3.0K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-1.49%

Shares596

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available