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
+18.73%
+6.19%
35,543.3
 
DFCF
Dimensional Core Fixed Income ETF
417,246
17,549.4
+2.65%
9.260
+0.24%
0.270
+2.07%
+3.71%
7,117.3
 
FBND
Fidelity Total Bond ETF
319,207
14,630.2
+12.10%
7.720
+0.83%
0.080
+1.98%
+3.60%
19,309.9
 
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
+12.58%
+21.57%
9,637.7
 
IVV
iShares Core S&P 500 ETF
16,110
9,052.4
-4.57%
4.780
-0.24%
0.000
+19.67%
+7.80%
634,518.9
 
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
+1.91%
+3.85%
4,858.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
257,514
8,534.0
+4.46%
4.500
+0.19%
0.110
+15.80%
+7.66%
8,829.1
 
DFSV
Dimensional US Small Cap Value ETF
301,834
8,496.6
+2.87%
4.480
+0.13%
0.200
+18.92%
-0.62%
4,865.2
 
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
+1.58%
+3.40%
32,719.8
 
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
+1.60%
+2.79%
942.4
 

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
$103.24
-2.92%
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
$45.44
0.33%
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
$45.77
0.44%
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
$110.01
7.92%
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
$98.94
-2.39%
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
$309.56
7.81%
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
$102.51
5.20%
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
$197.34
1.98%
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
$85.24
-4.25%
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
$61.05
13.41%
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

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