RCS Financial Planning, LLC
Q2 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
83
- Value ($000)
$201,078
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001963347
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $27.68 M | 14 % | 772,386 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.87 M | 8 % | 399,256 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $15.68 M | 8 % | 341,340 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.69 M | 5 % | 343,715 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.26 M | 5 % | 260,477 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $9.00 M | 5 % | 305,939 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $7.82 M | 4 % | 162,919 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.29 M | 4 % | 11,736 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $6.05 M | 3 % | 130,898 | ||
FLDR FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $5.03 M | 3 % | 99,974 |
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