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Size ($ in 1000's)
At 03/31/2024: $162,493
At 12/31/2023: $152,848
RCS Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RCS Financial Planning LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the RCS Financial Planning LLC top holdings by largest position size, as per the latest 13f filing made by RCS Financial Planning LLC.
In the RCS Financial Planning LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by RCS Financial Planning LLC in that top holding, then the share count change between reporting periods, and finally the RCS Financial Planning LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFCF) |
465,427 |
-76,454 |
$19,525 | | DFCF | 465,427 | -76,454 | $19,525 | | DIMENSIONAL ETF TRUST (DFAC) |
524,624 |
-114,552 |
$16,762 | | DFAC | 524,624 | -114,552 | $16,762 | | DIMENSIONAL ETF TRUST (DFSD) |
243,189 |
+18,451 |
$11,440 | | DFSD | 243,189 | +18,451 | $11,440 | | ISHARES TR (IVV) |
18,093 |
-11,624 |
$9,512 | | IVV | 18,093 | -11,624 | $9,512 | | DIMENSIONAL ETF TRUST (DFIC) |
353,248 |
+101,793 |
$9,449 | | DFIC | 353,248 | +101,793 | $9,449 | | VANGUARD INDEX FDS (VUG) |
23,432 |
+18,872 |
$8,065 | | VUG | 23,432 | +18,872 | $8,065 | | DIMENSIONAL ETF TRUST (DFSV) |
241,745 |
+8,001 |
$7,277 | | DFSV | 241,745 | +8,001 | $7,277 | | VANGUARD INDEX FDS (VTV) |
42,423 |
+34,039 |
$6,909 | | VTV | 42,423 | +34,039 | $6,909 | | DIMENSIONAL ETF TRUST (DUHP) |
189,173 |
-42,880 |
$5,980 | | DUHP | 189,173 | -42,880 | $5,980 | | ISHARES TR (IUSB) |
124,280 |
-19,343 |
$5,666 | | IUSB | 124,280 | -19,343 | $5,666 | | ISHARES TR (IAGG) |
62,625 |
+62,625 |
$3,128 | | IAGG | 62,625 | +62,625 | $3,128 | | ISHARES TR (EFV) |
54,382 |
-3,796 |
$2,958 | | EFV | 54,382 | -3,796 | $2,958 | | APPLE INC |
15,270 |
+503 |
$2,618 | | AAPL | 15,270 | +503 | $2,618 | | DIMENSIONAL ETF TRUST (DFAE) |
102,202 |
-3,708 |
$2,526 | | DFAE | 102,202 | -3,708 | $2,526 | | DIMENSIONAL ETF TRUST (DFAU) |
66,902 |
-27,817 |
$2,445 | | DFAU | 66,902 | -27,817 | $2,445 | | ISHARES TR (QUAL) |
14,110 |
-7,141 |
$2,319 | | QUAL | 14,110 | -7,141 | $2,319 | | DIMENSIONAL ETF TRUST (DISV) |
84,437 |
-12,969 |
$2,296 | | DISV | 84,437 | -12,969 | $2,296 | | DIMENSIONAL ETF TRUST (DIHP) |
79,779 |
-10,696 |
$2,149 | | DIHP | 79,779 | -10,696 | $2,149 | | ISHARES TR (EFG) |
19,036 |
-1,257 |
$1,976 | | EFG | 19,036 | -1,257 | $1,976 | | VANGUARD BD INDEX FDS (BSV) |
22,912 |
-12 |
$1,757 | | BSV | 22,912 | -12 | $1,757 | | VANGUARD MUN BD FDS (VTEB) |
34,601 |
+374 |
$1,751 | | VTEB | 34,601 | +374 | $1,751 | | BLACKROCK ETF TRUST (DYNF) |
38,455 |
+38,455 |
$1,707 | | DYNF | 38,455 | +38,455 | $1,707 | | VANGUARD BD INDEX FDS (BLV) |
23,374 |
+23,374 |
$1,691 | | BLV | 23,374 | +23,374 | $1,691 | | VANGUARD SCOTTSDALE FDS (VMBS) |
36,209 |
+36,209 |
$1,651 | | VMBS | 36,209 | +36,209 | $1,651 | | VANGUARD TAX MANAGED FDS (VEA) |
31,528 |
-1,763 |
$1,582 | | VEA | 31,528 | -1,763 | $1,582 | | ISHARES TR (IVW) |
18,133 |
+4,779 |
$1,531 | | IVW | 18,133 | +4,779 | $1,531 | | DIMENSIONAL ETF TRUST (DFAR) |
67,732 |
-14,116 |
$1,515 | | DFAR | 67,732 | -14,116 | $1,515 | | ISHARES TR (IVE) |
8,003 |
+8,003 |
$1,495 | | IVE | 8,003 | +8,003 | $1,495 | | MARSH & MCLENNAN COS INC |
6,905 |
+1 |
$1,422 | | MMC | 6,905 | +1 | $1,422 | | ISHARES TR (ESGU) |
11,325 |
-5,744 |
$1,302 | | ESGU | 11,325 | -5,744 | $1,302 | | DIMENSIONAL ETF TRUST (DFEM) |
48,359 |
+48,359 |
$1,233 | | DFEM | 48,359 | +48,359 | $1,233 | | DIMENSIONAL ETF TRUST (DEHP) |
44,303 |
-6,264 |
$1,100 | | DEHP | 44,303 | -6,264 | $1,100 | | ISHARES TR (MBB) |
11,346 |
-6,890 |
$1,049 | | MBB | 11,346 | -6,890 | $1,049 | | ISHARES TR (MUB) |
9,578 |
+1,667 |
$1,031 | | MUB | 9,578 | +1,667 | $1,031 | | DIMENSIONAL ETF TRUST (DFEV) |
39,676 |
-5,835 |
$1,030 | | DFEV | 39,676 | -5,835 | $1,030 | | ISHARES TR (IYW) |
7,559 |
-3,072 |
$1,021 | | IYW | 7,559 | -3,072 | $1,021 | | ISHARES TR (OEF) |
3,979 |
-3,924 |
$984 | | OEF | 3,979 | -3,924 | $984 | | ISHARES INC (EMXC) |
15,073 |
+4,141 |
$868 | | EMXC | 15,073 | +4,141 | $868 | | VANGUARD INDEX FDS (VV) |
3,010 |
UNCH |
$722 | | VV | 3,010 | UNCH | $722 | | ISHARES TR (TLT) |
7,479 |
-5,736 |
$708 | | TLT | 7,479 | -5,736 | $708 | | ISHARES TR (IEFA) |
9,421 |
-2 |
$699 | | IEFA | 9,421 | -2 | $699 | | ISHARES TR (SUB) |
6,165 |
-148 |
$646 | | SUB | 6,165 | -148 | $646 | | VANGUARD BD INDEX FDS (BND) |
8,855 |
+310 |
$643 | | BND | 8,855 | +310 | $643 | | VANGUARD INDEX FDS (VTI) |
2,471 |
-4 |
$642 | | VTI | 2,471 | -4 | $642 | | VANGUARD WELLINGTON FD (VTES) |
5,942 |
UNCH |
$598 | | VTES | 5,942 | UNCH | $598 | | DIMENSIONAL ETF TRUST (DCOR) |
10,082 |
+10,082 |
$591 | | DCOR | 10,082 | +10,082 | $591 | | ISHARES INC (IEMG) |
10,488 |
-9,512 |
$541 | | IEMG | 10,488 | -9,512 | $541 | | DIMENSIONAL ETF TRUST (DFGX) |
9,823 |
+9,823 |
$521 | | DFGX | 9,823 | +9,823 | $521 | | DIMENSIONAL ETF TRUST (DFAI) |
17,086 |
+339 |
$516 | | DFAI | 17,086 | +339 | $516 | | CSX CORP |
13,184 |
UNCH |
$489 | | CSX | 13,184 | UNCH | $489 |
See Full List: All Stocks Held By RCS Financial Planning LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By RCS Financial Planning LLC
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