RCS Financial Planning, LLC

Q2 2026 13F Holdings

  • Location
    annapolis, MD
  • Num holdings

    102

  • Value ($000)

    $211,200

  • Date Filed
    07/22/2026
  • Form type
    13F-HR
  • CIK
    0001963347
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
$30.99M
15 %

698,638

DFCF

DIMENSIONAL ETF TRUST

CORE FIXE IN ETF
$17.47M
8 %

413,979

FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$16.96M
8 %

371,465

DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$11.7M
6 %

301,701

DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$11.44M
5 %

306,958

DUHP

DIMENSIONAL ETF TRUST

US HIGH PROF ETF
$11.11M
5 %

266,126

DFSD

DIMENSIONAL ETF TRUST

SHOR DUR FIX ETF
$7.67M
4 %

160,545

DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$6.32M
3 %

155,509

FLDR

FIDELITY MERRIMACK STR TR

LOW DURTIN ETF
$6.29M
3 %

125,130

CRWD

CROWDSTRIKE HLDGS INC

CL A
$5.04M
2 %

6,608

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