Sponsored

The Analysis of RCS Financial Planning, LLC's Holdings & P&L

Currently, RCS Financial Planning, LLC holds 102 types of securities in its portfolio with a total value $211.2M. In the most recent quarter, they have increased their positions in VUG (+38.9K shares, valued at $3.4M), DFAC (+15.6K shares, valued at $693.8K), TOPT (+19.7K shares, valued at $648.0K); decreased their positions in N/A (-1.2K shares, valued at $937.1K), EFV (-4.2K shares, valued at $319.1K), QUAL (-1.4K shares, valued at $316.4K); initiated new positions in TOPT (+19.7K shares, valued at $648.0K), FVAL (+5.2K shares, valued at $406.7K), FBCG (+5.3K shares, valued at $327.0K).

1M P&L

+993.0K+0.49%

3M P&L

+5.9M+2.98%

HY P&L

-4.4M-2.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A194.6M

97.5%

2Consumer Electronics3.9M

1.9%

3Railroads620.3K

0.3%

Top Industries by Stock Count

1N/A92 stocks

95.8%

2Consumer Electronics1 stocks

1.0%

3Railroads1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST698.6K shares2.29%2026-06-302026-07-22

DFCF DIMENSIONAL ETF TRUST414.0K shares0.42%2026-06-302026-07-22

FBND FIDELITY MERRIMACK STR TR371.5K shares0.92%2026-06-302026-07-22

DFSV DIMENSIONAL ETF TRUST301.7K shares1.89%2026-06-302026-07-22

DFIC DIMENSIONAL ETF TRUST307.0K shares1.02%2026-06-302026-07-22

DUHP DIMENSIONAL ETF TRUST266.1K shares2.85%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST160.5K shares-1.21%2026-06-302026-07-22

DFEM DIMENSIONAL ETF TRUST155.5K shares-4.00%2026-06-302026-07-22

Sponsored

FLDR FIDELITY MERRIMACK STR TR125.1K shares1.81%2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC6.6K shares-15.67%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS95.0K shares1.00%2026-06-302026-07-22

VUG VANGUARD INDEX FDS46.8K shares494.51%2026-06-302026-07-22

ISHARES TR ISHARES TR5.3K shares19.26%2026-06-302026-07-22

AAPL APPLE INC13.4K shares1.87%2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR29.9K shares-0.28%2026-06-302026-07-22

VTV VANGUARD INDEX FDS12.7K shares0.06%2026-06-302026-07-22

Sponsored

DFAU DIMENSIONAL ETF TRUST50.5K shares-0.36%2026-06-302026-07-22

MUB ISHARES TR23.0K shares-1.24%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS30.9K shares-5.74%2026-06-302026-07-22

DFAR DIMENSIONAL ETF TRUST69.8K shares2.00%2026-06-302026-07-22

ESGU ISHARES TR10.3K shares-3.58%2026-06-302026-07-22

IUSB ISHARES TR33.3K shares19.38%2026-06-302026-07-22

SUB ISHARES TR13.5K shares1.92%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS18.5K shares12.36%2026-06-302026-07-22

Sponsored

SUSC ISHARES TR58.3K shares7.76%2026-06-302026-07-22

QUAL ISHARES TR6.1K shares-19.10%2026-06-302026-07-22

LCTU BLACKROCK ETF TRUST15.8K shares-3.23%2026-06-302026-07-22

IVW ISHARES TR8.8K shares-2.88%2026-06-302026-07-22

FSEC FIDELITY MERRIMACK STR TR27.1K shares0.06%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST17.4K shares-4.38%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST26.2K shares-5.10%2026-06-302026-07-22

EAGG ISHARES TR22.0K shares7.21%2026-06-302026-07-22

Sponsored

SCHF SCHWAB STRATEGIC TR37.4K shares-1.59%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR30.0K shares0.03%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares-8.14%2026-06-302026-07-22

FIVA FIDELITY COVINGTON TRUST25.9K shares26.26%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F16.7K shares-1.58%2026-06-302026-07-22

IVE ISHARES TR4.3K shares-10.51%2026-06-302026-07-22

VV VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-22

DISV DIMENSIONAL ETF TRUST23.5K shares-3.00%2026-06-302026-07-22

Sponsored

ISHARES TR ISHARES TR9.5K shares-0.33%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR7.3K shares-1.55%2026-06-302026-07-22

IEMG ISHARES INC10.9K shares-14.08%2026-06-302026-07-22

EFV ISHARES TR11.7K shares-26.30%2026-06-302026-07-22

FDRR FIDELITY COVINGTON TRUST13.6K shares-1.05%2026-06-302026-07-22

EFG ISHARES TR7.0K shares0.19%2026-06-302026-07-22

SCHZ SCHWAB STRATEGIC TR35.2K shares2.07%2026-06-302026-07-22

FDMO FIDELITY COVINGTON TRUST8.0K shares-10.20%2026-06-302026-07-22

Sponsored

DCOR DIMENSIONAL ETF TRUST9.3K shares0.00%2026-06-302026-07-22

DSI ISHARES TR5.3K shares-4.89%2026-06-302026-07-22

FDEV FIDELITY COVINGTON TRUST21.2K shares-17.24%2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS15.3K shares-0.23%2026-06-302026-07-22

FCOR FIDELITY MERRIMACK STR TR15.6K shares-2.43%2026-06-302026-07-22

VTES VANGUARD WELLINGTON FD6.7K shares0.00%2026-06-302026-07-22

VB VANGUARD INDEX FDS2.2K shares0.70%2026-06-302026-07-22

TOPT ISHARES TR19.7K sharesnew addition2026-06-302026-07-22

Sponsored

AVUS AMERICAN CENTY ETF TR5.0K shares-0.20%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST15.6K shares-0.97%2026-06-302026-07-22

OEF ISHARES TR1.7K shares-8.02%2026-06-302026-07-22

ESGD ISHARES TR6.1K shares-2.24%2026-06-302026-07-22

CSX CSX CORP13.1K shares0.00%2026-06-302026-07-22

SPHB INVESCO EXCH TRADED FD TR II3.9K shares25.57%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR3.0K shares-2.56%2026-06-302026-07-22

USXF ISHARES TR8.1K shares-8.76%2026-06-302026-07-22

Sponsored

VMBS VANGUARD SCOTTSDALE FDS11.7K shares2.77%2026-06-302026-07-22

LMUB ISHARES TR10.3K shares5.57%2026-06-302026-07-22

IAGG ISHARES TR9.9K shares-20.94%2026-06-302026-07-22

SCHJ SCHWAB STRATEGIC TR20.1K shares4.38%2026-06-302026-07-22

FDVV FIDELITY COVINGTON TRUST8.2K shares-20.66%2026-06-302026-07-22

JBND J P MORGAN EXCHANGE TRADED F9.2K shares1.08%2026-06-302026-07-22

DFLV DIMENSIONAL ETF TRUST11.6K shares0.00%2026-06-302026-07-22

DEHP DIMENSIONAL ETF TRUST10.4K shares-7.50%2026-06-302026-07-22

Sponsored

SPEM SPDR INDEX SHS FDS8.5K shares0.00%2026-06-302026-07-22

BAI BLACKROCK ETF TRUST8.0K shares-20.39%2026-06-302026-07-22

BLCR BLACKROCK ETF TRUST8.2K shares5.20%2026-06-302026-07-22

FVAL FIDELITY COVINGTON TRUST5.2K sharesnew addition2026-06-302026-07-22

THRO BLACKROCK ETF TRUST9.0K shares-27.24%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T514 shares59.13%2026-06-302026-07-22

DFEV DIMENSIONAL ETF TRUST8.7K shares-7.12%2026-06-302026-07-22

FLDB FIDELITY MERRIMACK STR TR6.8K shares0.44%2026-06-302026-07-22

Sponsored

DIHP DIMENSIONAL ETF TRUST10.0K shares-12.19%2026-06-302026-07-22

FBCG FIDELITY COVINGTON TRUST5.3K sharesnew addition2026-06-302026-07-22

MTUM ISHARES TR939 shares-19.12%2026-06-302026-07-22

IYW ISHARES TR1.3K shares-33.40%2026-06-302026-07-22

EVUS ISHARES TR9.0K shares0.97%2026-06-302026-07-22

RPV INVESCO EXCHANGE TRADED FD T2.8K shares-2.78%2026-06-302026-07-22

DGCB DIMENSIONAL ETF TRUST5.5K shares-43.42%2026-06-302026-07-22

ITOT ISHARES TR1.8K shares-14.20%2026-06-302026-07-22

Sponsored

PG PROCTER & GAMBLE CO2.0K shares6.81%2026-06-302026-07-22

VXUS VANGUARD STAR FDS3.4K shares0.21%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS3.7K shares1.01%2026-06-302026-07-22

VBR VANGUARD INDEX FDS1.2K shares-2.02%2026-06-302026-07-22

DMXF ISHARES TR3.3K shares-2.18%2026-06-302026-07-22

BLV VANGUARD BD INDEX FDS4.0K shares0.93%2026-06-302026-07-22

TLH ISHARES TR2.7K shares-16.09%2026-06-302026-07-22

CORO BLACKROCK ETF TRUST7.4K sharesnew addition2026-06-302026-07-22

Sponsored

NVDA NVIDIA CORPORATION1.3K sharesnew addition2026-06-302026-07-22

VCLT VANGUARD SCOTTSDALE FDS3.2K shares1.82%2026-06-302026-07-22

IDEF BLACKROCK ETF TRUST7.7K shares4.52%2026-06-302026-07-22

FQAL FIDELITY COVINGTON TRUST2.6K shares-57.67%2026-06-302026-07-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST7.2K sharesnew addition2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR7.6K sharesnew addition2026-06-302026-07-22

DFAC

DIMENSIONAL ETF TRUST

2.29%

Shares698.6K

Event2026-06-30

Filed2026-07-22

DFCF

DIMENSIONAL ETF TRUST

0.42%

Shares414.0K

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY MERRIMACK STR TR

0.92%

Shares371.5K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

1.89%

Shares301.7K

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

1.02%

Shares307.0K

Event2026-06-30

Filed2026-07-22

DUHP

DIMENSIONAL ETF TRUST

2.85%

Shares266.1K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

-1.21%

Shares160.5K

Event2026-06-30

Filed2026-07-22

DFEM

DIMENSIONAL ETF TRUST

-4.00%

Shares155.5K

Event2026-06-30

Filed2026-07-22

FLDR

FIDELITY MERRIMACK STR TR

1.81%

Shares125.1K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

-15.67%

Shares6.6K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

1.00%

Shares95.0K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

494.51%

Shares46.8K

Event2026-06-30

Filed2026-07-22

ISHARES TR

19.26%

Shares5.3K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

1.87%

Shares13.4K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

-0.28%

Shares29.9K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.06%

Shares12.7K

Event2026-06-30

Filed2026-07-22

DFAU

DIMENSIONAL ETF TRUST

-0.36%

Shares50.5K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-1.24%

Shares23.0K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-5.74%

Shares30.9K

Event2026-06-30

Filed2026-07-22

DFAR

DIMENSIONAL ETF TRUST

2.00%

Shares69.8K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

-3.58%

Shares10.3K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

19.38%

Shares33.3K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

1.92%

Shares13.5K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

12.36%

Shares18.5K

Event2026-06-30

Filed2026-07-22

SUSC

ISHARES TR

7.76%

Shares58.3K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-19.10%

Shares6.1K

Event2026-06-30

Filed2026-07-22

LCTU

BLACKROCK ETF TRUST

-3.23%

Shares15.8K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

-2.88%

Shares8.8K

Event2026-06-30

Filed2026-07-22

FSEC

FIDELITY MERRIMACK STR TR

0.06%

Shares27.1K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

-4.38%

Shares17.4K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

-5.10%

Shares26.2K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

7.21%

Shares22.0K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-1.59%

Shares37.4K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

0.03%

Shares30.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-8.14%

Shares2.7K

Event2026-06-30

Filed2026-07-22

FIVA

FIDELITY COVINGTON TRUST

26.26%

Shares25.9K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

-1.58%

Shares16.7K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-10.51%

Shares4.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

DISV

DIMENSIONAL ETF TRUST

-3.00%

Shares23.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.33%

Shares9.5K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

-1.55%

Shares7.3K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-14.08%

Shares10.9K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-26.30%

Shares11.7K

Event2026-06-30

Filed2026-07-22

FDRR

FIDELITY COVINGTON TRUST

-1.05%

Shares13.6K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

0.19%

Shares7.0K

Event2026-06-30

Filed2026-07-22

SCHZ

SCHWAB STRATEGIC TR

2.07%

Shares35.2K

Event2026-06-30

Filed2026-07-22

FDMO

FIDELITY COVINGTON TRUST

-10.20%

Shares8.0K

Event2026-06-30

Filed2026-07-22

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES TR

-4.89%

Shares5.3K

Event2026-06-30

Filed2026-07-22

FDEV

FIDELITY COVINGTON TRUST

-17.24%

Shares21.2K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

-0.23%

Shares15.3K

Event2026-06-30

Filed2026-07-22

FCOR

FIDELITY MERRIMACK STR TR

-2.43%

Shares15.6K

Event2026-06-30

Filed2026-07-22

VTES

VANGUARD WELLINGTON FD

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.70%

Shares2.2K

Event2026-06-30

Filed2026-07-22

TOPT

ISHARES TR

New

Shares19.7K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

-0.20%

Shares5.0K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

-0.97%

Shares15.6K

Event2026-06-30

Filed2026-07-22

OEF

ISHARES TR

-8.02%

Shares1.7K

Event2026-06-30

Filed2026-07-22

ESGD

ISHARES TR

-2.24%

Shares6.1K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-22

SPHB

INVESCO EXCH TRADED FD TR II

25.57%

Shares3.9K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-2.56%

Shares3.0K

Event2026-06-30

Filed2026-07-22

USXF

ISHARES TR

-8.76%

Shares8.1K

Event2026-06-30

Filed2026-07-22

VMBS

VANGUARD SCOTTSDALE FDS

2.77%

Shares11.7K

Event2026-06-30

Filed2026-07-22

LMUB

ISHARES TR

5.57%

Shares10.3K

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES TR

-20.94%

Shares9.9K

Event2026-06-30

Filed2026-07-22

SCHJ

SCHWAB STRATEGIC TR

4.38%

Shares20.1K

Event2026-06-30

Filed2026-07-22

FDVV

FIDELITY COVINGTON TRUST

-20.66%

Shares8.2K

Event2026-06-30

Filed2026-07-22

JBND

J P MORGAN EXCHANGE TRADED F

1.08%

Shares9.2K

Event2026-06-30

Filed2026-07-22

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-22

DEHP

DIMENSIONAL ETF TRUST

-7.50%

Shares10.4K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-22

BAI

BLACKROCK ETF TRUST

-20.39%

Shares8.0K

Event2026-06-30

Filed2026-07-22

BLCR

BLACKROCK ETF TRUST

5.20%

Shares8.2K

Event2026-06-30

Filed2026-07-22

FVAL

FIDELITY COVINGTON TRUST

New

Shares5.2K

Event2026-06-30

Filed2026-07-22

THRO

BLACKROCK ETF TRUST

-27.24%

Shares9.0K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

59.13%

Shares514

Event2026-06-30

Filed2026-07-22

DFEV

DIMENSIONAL ETF TRUST

-7.12%

Shares8.7K

Event2026-06-30

Filed2026-07-22

FLDB

FIDELITY MERRIMACK STR TR

0.44%

Shares6.8K

Event2026-06-30

Filed2026-07-22

DIHP

DIMENSIONAL ETF TRUST

-12.19%

Shares10.0K

Event2026-06-30

Filed2026-07-22

FBCG

FIDELITY COVINGTON TRUST

New

Shares5.3K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

-19.12%

Shares939

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

-33.40%

Shares1.3K

Event2026-06-30

Filed2026-07-22

EVUS

ISHARES TR

0.97%

Shares9.0K

Event2026-06-30

Filed2026-07-22

RPV

INVESCO EXCHANGE TRADED FD T

-2.78%

Shares2.8K

Event2026-06-30

Filed2026-07-22

DGCB

DIMENSIONAL ETF TRUST

-43.42%

Shares5.5K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-14.20%

Shares1.8K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

6.81%

Shares2.0K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.21%

Shares3.4K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

1.01%

Shares3.7K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

-2.02%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DMXF

ISHARES TR

-2.18%

Shares3.3K

Event2026-06-30

Filed2026-07-22

BLV

VANGUARD BD INDEX FDS

0.93%

Shares4.0K

Event2026-06-30

Filed2026-07-22

TLH

ISHARES TR

-16.09%

Shares2.7K

Event2026-06-30

Filed2026-07-22

CORO

BLACKROCK ETF TRUST

New

Shares7.4K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

New

Shares1.3K

Event2026-06-30

Filed2026-07-22

VCLT

VANGUARD SCOTTSDALE FDS

1.82%

Shares3.2K

Event2026-06-30

Filed2026-07-22

IDEF

BLACKROCK ETF TRUST

4.52%

Shares7.7K

Event2026-06-30

Filed2026-07-22

FQAL

FIDELITY COVINGTON TRUST

-57.67%

Shares2.6K

Event2026-06-30

Filed2026-07-22

BLACKROCK ETF TRUST

New

Shares7.2K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

New

Shares7.6K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available