SEC Form 13F

Reality Financial Planning Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$103,615,993
Positions18

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$20,404,00655,140
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$18,832,82279,591
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$17,211,047108,910
ISHARES TRIVVCORE S&P500 ETF$9,504,91212,692
WISDOMTREE TRUSFRFLOATNG RAT TREA$8,125,835161,387
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$7,347,460100,088
INVESCO QQQ TRQQQUNIT SER 1$3,782,8875,137
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$3,675,1205,351
VANGUARD WORLD FDVPUUTILITIES ETF$3,417,44617,460
ISHARES TRUSMVMSCI USA MIN ETF$3,300,28234,214

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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