The Analysis of RCS Financial Planning, LLC's Holdings
Currently, RCS Financial Planning, LLC holds 90 types of securities in its portfolio with a total value $232.0M. In the most recent quarter, they have increased their positions in IVE (+8.2K shares, valued at $1.7M), IEMG (+13.4K shares, valued at $902.4K), ESGD (+6.3K shares, valued at $603.1K); decreased their positions in QUAL (-7.9K shares, valued at $1.6M), DFAC (-37.2K shares, valued at $1.5M), DFIC (-15.8K shares, valued at $543.3K); initiated new positions in ESGD (+6.3K shares, valued at $603.1K), EVUS (+10.1K shares, valued at $322.3K), TLT (+2.9K shares, valued at $252.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST706.4K shares-5.00%2025-12-312026-01-15
DFCF DIMENSIONAL ETF TRUST403.4K shares0.29%2025-12-312026-01-15 FBND FIDELITY MERRIMACK STR TR353.8K shares-1.41%2025-12-312026-01-15 DFIC DIMENSIONAL ETF TRUST311.5K shares-4.82%2025-12-312026-01-15 DUHP DIMENSIONAL ETF TRUST266.6K shares0.26%2025-12-312026-01-15 DFSV DIMENSIONAL ETF TRUST293.4K shares-5.03%2025-12-312026-01-15 IVV ISHARES TR12.1K shares0.24%2025-12-312026-01-15 DFSD DIMENSIONAL ETF TRUST159.1K shares1.99%2025-12-312026-01-15 FLDR FIDELITY MERRIMACK STR TR121.2K shares8.13%2025-12-312026-01-15 IUSB ISHARES TR124.2K shares-1.03%2025-12-312026-01-15 DFEM DIMENSIONAL ETF TRUST164.7K shares-2.11%2025-12-312026-01-15 DYNF BLACKROCK ETF TRUST86.7K shares7.95%2025-12-312026-01-15 IVE ISHARES TR24.7K shares49.98%2025-12-312026-01-15 VTEB VANGUARD MUN BD FDS98.3K shares1.28%2025-12-312026-01-15 IVW ISHARES TR35.9K shares5.28%2025-12-312026-01-15 OEF ISHARES TR12.6K shares6.54%2025-12-312026-01-15 IEMG ISHARES INC60.2K shares28.71%2025-12-312026-01-15 AAPL APPLE INC14.8K shares-0.20%2025-12-312026-01-15 EFV ISHARES TR56.2K shares-6.46%2025-12-312026-01-15 VUG VANGUARD INDEX FDS7.8K shares2.90%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC8.0K shares0.00%2025-12-312026-01-15 QUAL ISHARES TR16.6K shares-32.20%2025-12-312026-01-15 AVDV AMERICAN CENTY ETF TR32.8K shares-0.82%2025-12-312026-01-15 DFAU DIMENSIONAL ETF TRUST52.5K shares-7.65%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS36.2K shares9.53%2025-12-312026-01-15 TLH ISHARES TR21.0K shares6.64%2025-12-312026-01-15 VTV VANGUARD INDEX FDS10.9K shares3.99%2025-12-312026-01-15 THRO BLACKROCK ETF TRUST48.5K shares6.65%2025-12-312026-01-15 BAI BLACKROCK ETF TRUST50.9K shares17.44%2025-12-312026-01-15 MUB ISHARES TR15.5K shares26.46%2025-12-312026-01-15 MTUM ISHARES TR6.5K shares55.08%2025-12-312026-01-15 ESGU ISHARES TR10.8K shares34.00%2025-12-312026-01-15 DFAR DIMENSIONAL ETF TRUST68.9K shares0.40%2025-12-312026-01-15 SUB ISHARES TR13.1K shares0.21%2025-12-312026-01-15 LCTU BLACKROCK ETF TRUST17.9K shares36.45%2025-12-312026-01-15 BSV VANGUARD BD INDEX FDS16.5K shares-10.32%2025-12-312026-01-15 MBB ISHARES TR13.6K shares8.58%2025-12-312026-01-15 MMC MARSH & MCLENNAN COS INC6.7K shares-2.90%2025-12-312026-01-15 SUSC ISHARES TR52.5K shares79.35%2025-12-312026-01-15 IAGG ISHARES TR23.8K shares5.12%2025-12-312026-01-15 VTI VANGUARD INDEX FDS3.0K shares-7.21%2025-12-312026-01-15 DISV DIMENSIONAL ETF TRUST25.8K shares-1.05%2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F17.9K shares12.47%2025-12-312026-01-15 BINC BLACKROCK ETF TRUST II18.2K shares9.50%2025-12-312026-01-15 VV VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-01-15 DFAE DIMENSIONAL ETF TRUST28.2K shares-14.92%2025-12-312026-01-15 ITA ISHARES TR4.3K shares14.08%2025-12-312026-01-15 SCHZ SCHWAB STRATEGIC TR38.4K shares-4.40%2025-12-312026-01-15 EAGG ISHARES TR18.1K shares33.86%2025-12-312026-01-15 IEFA ISHARES TR9.6K shares-0.03%2025-12-312026-01-15 EFG ISHARES TR6.9K shares-12.20%2025-12-312026-01-15 DSI ISHARES TR6.1K shares42.74%2025-12-312026-01-15 BNDX VANGUARD CHARLOTTE FDS15.9K shares34.28%2025-12-312026-01-15 AVUV AMERICAN CENTY ETF TR7.4K shares-1.59%2025-12-312026-01-15 VTES VANGUARD WELLINGTON FD7.0K shares0.00%2025-12-312026-01-15 DCOR DIMENSIONAL ETF TRUST9.3K shares-8.06%2025-12-312026-01-15 IYW ISHARES TR3.4K shares-1.22%2025-12-312026-01-15 SCHF SCHWAB STRATEGIC TR27.7K shares-5.06%2025-12-312026-01-15 DFAI DIMENSIONAL ETF TRUST16.4K shares-1.18%2025-12-312026-01-15 ESGD ISHARES TR6.3K sharesnew addition2025-12-312026-01-15 SCHG SCHWAB STRATEGIC TR16.2K shares-2.96%2025-12-312026-01-15 DGCB DIMENSIONAL ETF TRUST9.7K shares-22.32%2025-12-312026-01-15 USXF ISHARES TR8.9K shares14.90%2025-12-312026-01-15 DIHP DIMENSIONAL ETF TRUST15.8K shares-11.14%2025-12-312026-01-15 VB VANGUARD INDEX FDS1.9K shares10.40%2025-12-312026-01-15 CSX CSX CORP13.2K shares0.00%2025-12-312026-01-15 DFLV DIMENSIONAL ETF TRUST13.9K shares0.00%2025-12-312026-01-15 DFNM DIMENSIONAL ETF TRUST9.5K shares3.46%2025-12-312026-01-15 VMBS VANGUARD SCOTTSDALE FDS8.9K shares19.70%2025-12-312026-01-15 ITOT ISHARES TR2.7K shares2.83%2025-12-312026-01-15 MSFT MICROSOFT CORP788 shares0.00%2025-12-312026-01-15 DEHP DIMENSIONAL ETF TRUST11.7K shares-9.40%2025-12-312026-01-15 VGT VANGUARD WORLD FD496 shares-12.83%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO2.6K shares0.12%2025-12-312026-01-15 DFEV DIMENSIONAL ETF TRUST9.6K shares-11.05%2025-12-312026-01-15 EVUS ISHARES TR10.1K sharesnew addition2025-12-312026-01-15 XLK SELECT SECTOR SPDR TR2.2K shares100.00%2025-12-312026-01-15 AVUS AMERICAN CENTY ETF TR2.7K shares3.95%2025-12-312026-01-15 IVLU ISHARES TR7.9K shares-8.53%2025-12-312026-01-15 BIV VANGUARD BD INDEX FDS3.7K shares36.32%2025-12-312026-01-15 BLV VANGUARD BD INDEX FDS4.0K shares27.48%2025-12-312026-01-15 SCHJ SCHWAB STRATEGIC TR10.7K shares-7.32%2025-12-312026-01-15 SPEM SPDR INDEX SHS FDS5.6K shares-4.69%2025-12-312026-01-15 VXUS VANGUARD STAR FDS3.4K shares12.87%2025-12-312026-01-15 TLT ISHARES TR2.9K sharesnew addition2025-12-312026-01-15 VBR VANGUARD INDEX FDS1.2K shares-6.01%2025-12-312026-01-15 NVDA NVIDIA CORPORATION1.3K shares0.00%2025-12-312026-01-15 CEG CONSTELLATION ENERGY CORP613 shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available