RCS Financial Planning, LLC
Q3 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
92
- Value ($000)
$225,814
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0001963347
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $28.68M | 13 % | 743,613 | ||
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $17.20M | 8 % | 402,193 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.65M | 7 % | 358,827 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.73M | 5 % | 327,221 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.04M | 4 % | 265,896 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $9.84M | 4 % | 308,912 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $8.11M | 4 % | 12,111 | ||
D DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $7.52M | 3 % | 155,997 | ||
I ISHARES TR | CORE TOTAL USD | 46434V613 | $5.86M | 3 % | 125,455 | ||
F FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $5.65M | 3 % | 112,076 |
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