RCS Financial Planning, LLC
Q4 2024 13F Holdings
- Locationannapolis, MD
- Num holdings
77
- Value ($000)
$187,938
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $24.72M | 13 % | 714,780 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.78M | 9 % | 406,482 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $12.84M | 7 % | 284,743 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.54M | 6 % | 407,910 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.94M | 5 % | 16,881 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $9.03M | 5 % | 293,404 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.54M | 5 % | 182,168 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.33M | 4 % | 246,518 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $6.98M | 4 % | 154,415 | ||
FLDR FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $4.87M | 3 % | 97,051 |
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