Institutions / RCS Financial Planning, LLC

RCS Financial Planning, LLC

CIK 1963347 · Institution · as of Dec 31, 2025

Portfolio value

$232.00M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 90 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$27.97M	706,410	12.1%
Dimensional ETF Trust	—	$17.17M	403,359	7.4%
Fidelity Merrimack Str Tr	—	$16.38M	353,764	7.1%
Dimensional ETF Trust	—	$10.73M	311,456	4.6%
Dimensional ETF Trust	—	$10.14M	266,588	4.4%
Dimensional ETF Trust	—	$9.65M	293,376	4.2%
iShares Tr	—	$8.32M	12,140	3.6%
Dimensional ETF Trust	—	$7.63M	159,098	3.3%
Fidelity Merrimack Str Tr	—	$6.11M	121,192	2.6%
iShares Tr	—	$5.78M	124,165	2.5%
Dimensional ETF Trust	—	$5.45M	164,686	2.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$5.27M	86,670	2.3%
iShares Tr	—	$5.24M	24,695	2.3%
Vanguard Mun Bd Fds	—	$4.94M	98,298	2.1%
iShares Tr	—	$4.43M	35,922	1.9%
iShares Tr	—	$4.31M	12,564	1.9%
iShares Inc	—	$4.05M	60,191	1.7%
Apple Inc.	—	$4.03M	14,837	1.7%
iShares Tr	—	$4.02M	56,235	1.7%
Vanguard Index Fds	—	$3.79M	7,766	1.6%
CrowdStrike Holdings, Inc.	—	$3.74M	7,974	1.6%
iShares MSCI UAE ETF	—	$3.29M	16,558	1.4%
American Centy ETF Tr	—	$3.08M	32,826	1.3%
Dimensional ETF Trust	—	$2.46M	52,499	1.1%
Vanguard Tax-Managed Fds	—	$2.26M	36,184	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.