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Home > Institutional Investor > Reality Financial Planning Services, Llc > Profile

Instuitional Investor - Reality Financial Planning Services, Llc

Fund Profile
Filing Period:
Fund Name: Reality Financial Planning Services, Llc
Portfolio Value $104,416,398
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 70,679 $23,696,548 22.69%
2.
Vanguard Specialized Funds - DIV APP ETF
 80,375 $17,664,917 16.92%
3.
Vanguard Whitehall Funds
 118,038 $16,940,814 16.22%
4.
Ishares Trust
 IEF 13,212 $9,049,427 8.67%
5.
Vanguard Bond Index Funds
 BND 105,909 $7,844,680 7.51%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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