RF

RCS Financial Planning, LLC

13F
RCS Financial Planning, LLC
Last update 2025-04-25 76 Stocks (4 new)
Value $189.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAC(12.29%)DFCF(9.26%)FBND(7.72%)DFIC(5.84%)IVV(4.78%)
Summary Stock Picks Current Portfolio
RCS Financial Planning, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
705,923
23,288.4
-1.24%
12.290
-0.16%
0.070
+17.81%
+6.91%
36,018.1
 
DFCF
Dimensional Core Fixed Income ETF
417,246
17,549.4
+2.65%
9.260
+0.24%
0.270
+1.35%
+1.62%
7,127.7
 
FBND
Fidelity Total Bond ETF
319,207
14,630.2
+12.10%
7.720
+0.83%
0.080
+2.36%
+3.87%
19,354.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
398,154
11,056.7
-2.39%
5.840
-0.13%
0.140
+13.41%
+23.68%
9,993.9
 
IVV
iShares Core S&P 500 ETF
16,110
9,052.4
-4.57%
4.780
-0.24%
0.000
+18.87%
+8.94%
642,209.1
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
184,827
8,783.0
+1.46%
4.640
+0.07%
0.200
+2.14%
+3.95%
4,895.4
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
257,514
8,534.0
+4.46%
4.500
+0.19%
0.110
+15.94%
+8.82%
8,960.8
 
DFSV
Dimensional US Small Cap Value ETF
301,834
8,496.6
+2.87%
4.480
+0.13%
0.200
+19.29%
+1.27%
5,021.5
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
132,378
6,100.0
-14.27%
3.220
-0.53%
0.020
+1.98%
+3.69%
32,857.1
 
FLDR
Fidelity Low Duration Bond Factor ETF
Fidelity Low Duration Bond Factor ETF
100,126
5,036.7
+3.17%
2.660
+0.08%
0.640
+1.63%
+2.93%
942.6
 

RCS Financial Planning, LLC's Historical Top Holdings Breakdowns

RCS Financial Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.87%
●
104.71 ($106.35) 107.68
$103.54
-2.64%
Add 61.01%
41,251
15,631
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.83%
●
44.41 ($45.29) 45.98
$45.56
0.60%
Add 12.1%
319,207
34,464
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-0.53%
●
44.72 ($45.57) 46.25
$45.90
0.72%
Reduce -14.27%
132,378
-22,037
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.48%
●
96.1 ($101.94) 106.32
$113.14
10.99%
Reduce -34.81%
17,373
-9,276
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.42%
●
97.25 ($101.36) 104.79
$99.71
-1.63%
Add 341.37%
9,891
7,650
OEF
iShares S&P 100 ETF
2025-03-31
Add
Add
+0.42%
●
268.35 ($287.14) 300.35
$312.71
8.91%
Add 73.62%
6,837
2,899
AVUS
Avantis U.S. Equity ETF
2025-03-31
New Buy
New Buy
+0.36%
●
90.7 ($97.44) 101.57
$103.84
6.57%
New holding
7,451
7,451
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.33%
●
185.78 ($193.5) 198.58
$200.17
3.45%
Add 42.64%
10,858
3,246
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-0.31%
●
85.29 ($89.02) 92.57
$86.03
-3.36%
Sold Out
0
-6,733
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.29%
●
50.83 ($53.83) 55.94
$62.03
15.23%
Add 95.64%
20,871
10,203

RCS Financial Planning, LLC Total Holding History ($B)

To

RCS Financial Planning, LLC's Asset Allocation

To

RCS Financial Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RCS Financial Planning, LLC's Hypothetical Growth since 2025-03-31

RCS Financial Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RCS Financial Planning, LLC's Holdings Heat Map

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RCS Financial Planning, LLC's Holdings Bubble Chart

RCS Financial Planning, LLC News

  • 1

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