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

RankStockSharesValue% 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 Buys

DFACNEW
$28.0M
DFCFNEW
$17.2M
FBNDNEW
$16.4M
DFICNEW
$10.7M
DUHPNEW
$10.1M

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# HoldingsValue%
Financial Services79$218.7M94.3%
Technology4$8.4M3.6%
Unknown4$3.8M1.6%
Industrials1$478K0.2%
Consumer Defensive1$365K0.2%
Utilities1$216K0.1%