RCS Financial Planning, LLC
Q4 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
90
- Value ($000)
$232,005
- Date Filed01/15/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $27.97M | 12 % | 706,410 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $17.17M | 7 % | 403,359 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.38M | 7 % | 353,764 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.73M | 5 % | 311,456 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.14M | 4 % | 266,588 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $9.65M | 4 % | 293,376 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.32M | 4 % | 12,140 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $7.63M | 3 % | 159,098 | ||
FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $6.11M | 3 % | 121,192 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $5.78M | 3 % | 124,165 |
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