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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 $103,615,993
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 55,140 $20,404,006 19.69%
2.
Vanguard Specialized Funds - DIV APP ETF
 79,591 $18,832,822 18.18%
3.
Vanguard Whitehall Funds
 VYM 108,910 $17,211,047 16.61%
4.
Ishares Trust
 IEF 12,692 $9,504,912 9.17%
5.
Wisdomtree Tr
 161,387 $8,125,835 7.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.