StockDriftsStockDriftsTop 20 Reality Financial Planning Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.54% | 69.6K | $22.3M | -1.58%(-1.11K) | $331.72(+9.95%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 16.81% | 117.6K | $17.4M | -0.34%(-398) | $142.24(+9.42%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 16.67% | 80.3K | $17.3M | -0.03%(-27) | $217.78(+5.00%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.11% | 12.9K | $8.4M | -2.63%(-348) | $677.12(+10.13%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.42% | 104.4K | $7.7M | -1.39%(-1.47K) | $74.22(-1.40%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 6.92% | 142.5K | $7.2M | +11.26%(+14.42K) | $50.30(+0.24%) | 2026-03-31 | |
| VPU | VANGUARD WORLD FD | 3.64% | 19.0K | $3.8M | +8.21%(+1.44K) | $187.56(+3.18%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.35% | 37.4K | $3.5M | +6.89%(+2.41K) | $94.57(-0.28%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.08% | 5.3K | $3.2M | -0.58%(-31) | $619.76(+10.11%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.07% | 5.5K | $3.2M | -3.37%(-192) | $607.34(+17.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.67% | -16.07% |
| Top 20 Holdings Unweighted | -8.65% | -23.77% |
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