Reality Financial Planning Services, LLC - Portfolio overview

Reality Financial Planning Services, LLC has 20 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 21.54%
2. VYM - VANGUARD WHITEHALL FDS, 16.81%
3. VIG - VANGUARD SPECIALIZED FUNDS, 16.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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