Reality Financial Planning Services, LLC

Est. AUM

$103.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$22.3M	69565	21.54%	SOLE
2	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$17.4M	117640	16.81%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$17.3M	80348	16.67%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$8.4M	12864	8.11%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.7M	104440	7.42%	SOLE
6	WISDOMTREE TR	FLOATNG RAT TREA	$7.2M	142494	6.92%	SOLE
7	VANGUARD WORLD FD	UTILITIES ETF	$3.8M	19028	3.64%	SOLE
8	ISHARES TR	MSCI USA MIN VOL	$3.5M	37383	3.35%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	5345	3.08%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$3.2M	5513	3.07%	SOLE
11	VANGUARD STAR FDS	VG TL INTL STK F	$2.8M	36630	2.73%	SOLE
12	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.6M	66908	1.57%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	7310	1.03%	SOLE
14	VANGUARD INDEX FDS	REAL ESTATE ETF	$968K	10914	0.93%	SOLE
15	ISHARES TR	SELECT DIVID ETF	$953K	6294	0.92%	SOLE
16	PIMCO ETF TR	INTER MUN BD ACT	$708K	13563	0.68%	SOLE
17	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$705K	2969	0.68%	SOLE
18	APPLE INC	COM	$336K	1325	0.32%	SOLE
19	JPMORGAN CHASE & CO	COM	$324K	1103	0.31%	SOLE
20	MICROSOFT CORP	COM	$221K	596	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.