RCS Financial Planning, LLC
CIK: 0001963347SEC EDGAR →
Portfolio Value
$232.0M
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 706,410 | $28.0M | 12.05% |
| 2 | DIMENSIONAL ETF TRUST | 403,359 | $17.2M | 7.40% |
| 3 | FIDELITY MERRIMACK STR TR | 353,764 | $16.4M | 7.06% |
| 4 | DIMENSIONAL ETF TRUST | 311,456 | $10.7M | 4.63% |
| 5 | DIMENSIONAL ETF TRUST | 266,588 | $10.1M | 4.37% |
| 6 | DIMENSIONAL ETF TRUST | 293,376 | $9.6M | 4.16% |
| 7 | ISHARES TR | 12,140 | $8.3M | 3.58% |
| 8 | DIMENSIONAL ETF TRUST | 159,098 | $7.6M | 3.29% |
| 9 | FIDELITY MERRIMACK STR TR | 121,192 | $6.1M | 2.63% |
| 10 | ISHARES TR | 124,165 | $5.8M | 2.49% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (90)
$28.0M · 706K shares
$17.2M · 403K shares
$16.4M · 354K shares
$10.7M · 311K shares
$10.1M · 267K shares
$9.6M · 293K shares
$8.3M · 12K shares
$7.6M · 159K shares
$6.1M · 121K shares
$5.8M · 124K shares
$5.4M · 165K shares
$5.3M · 87K shares
$5.2M · 25K shares
$4.9M · 98K shares
$4.4M · 36K shares
$4.3M · 13K shares
$4.0M · 60K shares
$4.0M · 15K shares
$4.0M · 56K shares
$3.8M · 8K shares
$3.7M · 8K shares
$3.3M · 17K shares
$3.1M · 33K shares
$2.5M · 52K shares
$2.3M · 36K shares
$2.1M · 21K shares
$2.1M · 11K shares
$1.9M · 49K shares
$1.7M · 51K shares
$1.7M · 15K shares
$1.6M · 6K shares
$1.6M · 11K shares
$1.6M · 69K shares
$1.4M · 13K shares
$1.4M · 17K shares
$1.3M · 18K shares
$1.3M · 16K shares
$1.3M · 14K shares
$1.2M · 7K shares
$1.2M · 52K shares
$1.2M · 24K shares
$1.0M · 3K shares
$978K · 26K shares
$960K · 18K shares
$958K · 18K shares
$952K · 3K shares
$918K · 28K shares
$913K · 4K shares
$897K · 38K shares
$867K · 18K shares
$854K · 10K shares
$790K · 7K shares
$788K · 6K shares
$765K · 16K shares
$752K · 7K shares
$709K · 7K shares
$684K · 9K shares
$681K · 3K shares
$673K · 1K shares
$665K · 28K shares
$623K · 16K shares
$603K · 6K shares
$528K · 16K shares
$527K · 10K shares
$509K · 9K shares
$499K · 16K shares
$495K · 2K shares
$478K · 13K shares
$475K · 14K shares
$459K · 10K shares
$416K · 9K shares
$405K · 3K shares
$381K · 788 shares
$377K · 12K shares
$374K · 496 shares
$365K · 3K shares
$323K · 10K shares
$322K · 10K shares
$310K · 2K shares
$299K · 3K shares
$298K · 8K shares
$286K · 4K shares
$280K · 4K shares
$265K · 11K shares
$260K · 6K shares
$252K · 3K shares
$252K · 3K shares
$251K · 1K shares
$237K · 1K shares
$216K · 613 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $218.7M | 94.3% |
| Technology | 4 | $8.4M | 3.6% |
| Unknown | 4 | $3.8M | 1.6% |
| Industrials | 1 | $478K | 0.2% |
| Consumer Defensive | 1 | $365K | 0.2% |
| Utilities | 1 | $216K | 0.1% |