Reality Financial Planning Services, LLC: 13F holdings
CIK 21106872026Q2
| Positions | 18 |
|---|
| Reported value | $103.6m |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 18 (-2 vs prior quarter) |
|---|
| Reported value | $103.6m (0.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 55,140 | $20.4m | 19.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 79,591 | $18.8m | 18.2% |
| VYM VANGUARD WHITEHALL FDS | 108,910 | $17.2m | 16.6% |
| IVV ISHARES TR | 12,692 | $9.5m | 9.2% |
| USFR WISDOMTREE TR | 161,387 | $8.1m | 7.8% |
| BND VANGUARD BD INDEX FDS | 100,088 | $7.3m | 7.1% |
| QQQ INVESCO QQQ TR | 5,137 | $3.8m | 3.7% |
| VOO VANGUARD INDEX FDS | 5,351 | $3.7m | 3.5% |
| VPU VANGUARD WORLD FD | 17,460 | $3.4m | 3.3% |
| USMV ISHARES TR | 34,214 | $3.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110687")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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