RCS Financial Planning, LLC
Q1 2026 13F Holdings
- Locationannapolis, MD
- Num holdings
98
- Value ($000)
$192,772
- Date Filed 04/21/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $26.54M | 14 % | 682,997 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $17.4M | 9 % | 412,228 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.86M | 9 % | 368,095 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.8M | 6 % | 303,850 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $10.38M | 5 % | 296,092 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.51M | 5 % | 258,740 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $7.78M | 4 % | 162,515 | ||
FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $6.17M | 3 % | 122,905 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $5.6M | 3 % | 161,993 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.69M | 2 % | 94,040 |
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