RCS Financial Planning, LLC
Q1 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
76
- Value ($000)
$189,488
- Date Filed04/25/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $23.29M | 12 % | 705,923 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $17.55M | 9 % | 417,246 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $14.63M | 8 % | 319,207 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $11.06M | 6 % | 398,154 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.05M | 5 % | 16,110 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.78M | 5 % | 184,827 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.53M | 5 % | 257,514 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $8.50M | 5 % | 301,834 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $6.10M | 3 % | 132,378 | ||
FLDR FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $5.04M | 3 % | 100,126 |
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