Sponsored

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

Currently, RCS Financial Planning, LLC holds 98 types of securities in its portfolio with a total value $192.8M. In the most recent quarter, they have increased their positions in FSEC (+27.1K shares, valued at $1.2M), FDEV (+25.7K shares, valued at $915.7K), MUB (+7.8K shares, valued at $830.9K); decreased their positions in IVV (-7.7K shares, valued at $5.0M), IUSB (-96.3K shares, valued at $4.4M), IVE (-19.8K shares, valued at $4.2M); initiated new positions in FSEC (+27.1K shares, valued at $1.2M), FDEV (+25.7K shares, valued at $915.7K), FDRR (+13.8K shares, valued at $810.4K).

1M P&L

+6.4M+3.14%

3M P&L

-11.5M-5.22%

HY P&L

-2.0M-0.93%

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/A185.4M

96.2%

2Consumer Electronics3.3M

1.7%

3Software - Infrastructure3.1M

1.6%

Top Industries by Stock Count

1N/A93 stocks

94.9%

2Consumer Electronics1 stocks

1.0%

3Software - Infrastructure1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST683.0K shares-3.31%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST412.2K shares2.20%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR368.1K shares4.05%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST303.9K shares-2.44%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST296.1K shares0.93%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST258.7K shares-2.94%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST162.5K shares2.15%2026-03-312026-04-21

FLDR FIDELITY MERRIMACK STR TR122.9K shares1.41%2026-03-312026-04-21

Sponsored

DFEM DIMENSIONAL ETF TRUST162.0K shares-1.64%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS94.0K shares-4.33%2026-03-312026-04-21

VUG VANGUARD INDEX FDS7.9K shares1.34%2026-03-312026-04-21

AAPL APPLE INC13.1K shares-11.51%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC7.8K shares-1.73%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR30.0K shares-8.73%2026-03-312026-04-21

IVV ISHARES TR4.5K shares-63.14%2026-03-312026-04-21

VTV VANGUARD INDEX FDS12.7K shares16.66%2026-03-312026-04-21

Sponsored

MUB ISHARES TR23.3K shares50.54%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST50.7K shares-3.46%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS32.7K shares-9.54%2026-03-312026-04-21

DFAR DIMENSIONAL ETF TRUST68.4K shares-0.71%2026-03-312026-04-21

ESGU ISHARES TR10.6K shares-1.18%2026-03-312026-04-21

QUAL ISHARES TR7.5K shares-54.40%2026-03-312026-04-21

SUB ISHARES TR13.3K shares1.47%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS16.5K shares-0.05%2026-03-312026-04-21

Sponsored

IUSB ISHARES TR27.9K shares-77.56%2026-03-312026-04-21

SUSC ISHARES TR54.1K shares3.07%2026-03-312026-04-21

FSEC FIDELITY MERRIMACK STR TR27.1K sharesnew addition2026-03-312026-04-21

EFV ISHARES TR15.8K shares-71.82%2026-03-312026-04-21

LCTU BLACKROCK ETF TRUST16.3K shares-8.81%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST18.2K shares-79.05%2026-03-312026-04-21

IVW ISHARES TR9.1K shares-74.67%2026-03-312026-04-21

IVE ISHARES TR4.9K shares-80.34%2026-03-312026-04-21

Sponsored

EAGG ISHARES TR20.5K shares13.31%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST24.2K shares-5.91%2026-03-312026-04-21

VTI VANGUARD INDEX FDS3.0K shares-0.84%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR38.0K shares37.23%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST27.6K shares-2.14%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F17.0K shares-4.84%2026-03-312026-04-21

FDEV FIDELITY COVINGTON TRUST25.7K sharesnew addition2026-03-312026-04-21

IEMG ISHARES INC12.6K shares-79.00%2026-03-312026-04-21

Sponsored

SCHG SCHWAB STRATEGIC TR30.0K shares85.31%2026-03-312026-04-21

IEFA ISHARES TR9.6K shares0.06%2026-03-312026-04-21

VV VANGUARD INDEX FDS2.8K shares-8.13%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR7.4K shares0.00%2026-03-312026-04-21

FDRR FIDELITY COVINGTON TRUST13.8K sharesnew addition2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR34.5K shares-10.31%2026-03-312026-04-21

EFG ISHARES TR7.0K shares1.02%2026-03-312026-04-21

FCOR FIDELITY MERRIMACK STR TR16.0K sharesnew addition2026-03-312026-04-21

Sponsored

BNDX VANGUARD CHARLOTTE FDS15.4K shares-3.01%2026-03-312026-04-21

FIVA FIDELITY COVINGTON TRUST20.5K sharesnew addition2026-03-312026-04-21

FDMO FIDELITY COVINGTON TRUST8.9K sharesnew addition2026-03-312026-04-21

DSI ISHARES TR5.6K shares-8.50%2026-03-312026-04-21

VTES VANGUARD WELLINGTON FD6.7K shares-4.78%2026-03-312026-04-21

DCOR DIMENSIONAL ETF TRUST9.3K shares-0.34%2026-03-312026-04-21

IAGG ISHARES TR12.5K shares-47.41%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST15.7K shares-3.94%2026-03-312026-04-21

Sponsored

ESGD ISHARES TR6.2K shares-2.08%2026-03-312026-04-21

OEF ISHARES TR1.9K shares-85.21%2026-03-312026-04-21

SPMO INVESCO EXCH TRADED FD TR II5.2K sharesnew addition2026-03-312026-04-21

FDVV FIDELITY COVINGTON TRUST10.3K sharesnew addition2026-03-312026-04-21

VB VANGUARD INDEX FDS2.1K shares11.19%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR5.0K shares87.51%2026-03-312026-04-21

CSX CSX CORP13.1K shares-1.06%2026-03-312026-04-21

VMBS VANGUARD SCOTTSDALE FDS11.4K shares28.24%2026-03-312026-04-21

Sponsored

DGCB DIMENSIONAL ETF TRUST9.6K shares-0.88%2026-03-312026-04-21

JBND J P MORGAN EXCHANGE TRADED F9.1K sharesnew addition2026-03-312026-04-21

LMUB ISHARES TR9.8K sharesnew addition2026-03-312026-04-21

USXF ISHARES TR8.8K shares-0.16%2026-03-312026-04-21

SCHJ SCHWAB STRATEGIC TR19.2K shares80.18%2026-03-312026-04-21

THRO BLACKROCK ETF TRUST12.3K shares-74.63%2026-03-312026-04-21

FQAL FIDELITY COVINGTON TRUST6.1K sharesnew addition2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR3.1K shares45.31%2026-03-312026-04-21

Sponsored

DFLV DIMENSIONAL ETF TRUST11.6K shares-16.38%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS8.5K shares52.74%2026-03-312026-04-21

DEHP DIMENSIONAL ETF TRUST11.2K shares-4.35%2026-03-312026-04-21

DIHP DIMENSIONAL ETF TRUST11.4K shares-27.66%2026-03-312026-04-21

SPHB INVESCO EXCH TRADED FD TR II3.1K sharesnew addition2026-03-312026-04-21

IYW ISHARES TR1.9K shares-43.97%2026-03-312026-04-21

FLDB FIDELITY MERRIMACK STR TR6.7K sharesnew addition2026-03-312026-04-21

DFEV DIMENSIONAL ETF TRUST9.4K shares-2.43%2026-03-312026-04-21

Sponsored

BAI BLACKROCK ETF TRUST10.1K shares-80.20%2026-03-312026-04-21

TLH ISHARES TR3.2K shares-84.69%2026-03-312026-04-21

BLCR BLACKROCK ETF TRUST7.8K sharesnew addition2026-03-312026-04-21

RPV INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2026-03-312026-04-21

ITOT ISHARES TR2.1K shares-24.23%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS3.7K shares-0.27%2026-03-312026-04-21

EVUS ISHARES TR8.9K shares-11.73%2026-03-312026-04-21

MTUM ISHARES TR1.2K shares-82.09%2026-03-312026-04-21

Sponsored

BLV VANGUARD BD INDEX FDS4.0K shares-1.27%2026-03-312026-04-21

PG PROCTER & GAMBLE CO1.9K shares-27.44%2026-03-312026-04-21

VBR VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-21

VXUS VANGUARD STAR FDS3.3K shares-0.09%2026-03-312026-04-21

DMXF ISHARES TR3.4K sharesnew addition2026-03-312026-04-21

IDEF BLACKROCK ETF TRUST7.3K sharesnew addition2026-03-312026-04-21

VCLT VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2026-03-312026-04-21

GOVT ISHARES TR9.4K sharesnew addition2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T323 sharesnew addition2026-03-312026-04-21

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-21

DFAC

DIMENSIONAL ETF TRUST

-3.31%

Shares683.0K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL ETF TRUST

2.20%

Shares412.2K

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

4.05%

Shares368.1K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

-2.44%

Shares303.9K

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

0.93%

Shares296.1K

Event2026-03-31

Filed2026-04-21

DUHP

DIMENSIONAL ETF TRUST

-2.94%

Shares258.7K

Event2026-03-31

Filed2026-04-21

DFSD

DIMENSIONAL ETF TRUST

2.15%

Shares162.5K

Event2026-03-31

Filed2026-04-21

FLDR

FIDELITY MERRIMACK STR TR

1.41%

Shares122.9K

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

-1.64%

Shares162.0K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-4.33%

Shares94.0K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

1.34%

Shares7.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-11.51%

Shares13.1K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

-1.73%

Shares7.8K

Event2026-03-31

Filed2026-04-21

AVDV

AMERICAN CENTY ETF TR

-8.73%

Shares30.0K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-63.14%

Shares4.5K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

16.66%

Shares12.7K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

50.54%

Shares23.3K

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL ETF TRUST

-3.46%

Shares50.7K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-9.54%

Shares32.7K

Event2026-03-31

Filed2026-04-21

DFAR

DIMENSIONAL ETF TRUST

-0.71%

Shares68.4K

Event2026-03-31

Filed2026-04-21

ESGU

ISHARES TR

-1.18%

Shares10.6K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

-54.40%

Shares7.5K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES TR

1.47%

Shares13.3K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

-0.05%

Shares16.5K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

-77.56%

Shares27.9K

Event2026-03-31

Filed2026-04-21

SUSC

ISHARES TR

3.07%

Shares54.1K

Event2026-03-31

Filed2026-04-21

FSEC

FIDELITY MERRIMACK STR TR

New

Shares27.1K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

-71.82%

Shares15.8K

Event2026-03-31

Filed2026-04-21

LCTU

BLACKROCK ETF TRUST

-8.81%

Shares16.3K

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

-79.05%

Shares18.2K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

-74.67%

Shares9.1K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

-80.34%

Shares4.9K

Event2026-03-31

Filed2026-04-21

EAGG

ISHARES TR

13.31%

Shares20.5K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-5.91%

Shares24.2K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-0.84%

Shares3.0K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

37.23%

Shares38.0K

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

-2.14%

Shares27.6K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

-4.84%

Shares17.0K

Event2026-03-31

Filed2026-04-21

FDEV

FIDELITY COVINGTON TRUST

New

Shares25.7K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-79.00%

Shares12.6K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

85.31%

Shares30.0K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

0.06%

Shares9.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-8.13%

Shares2.8K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-21

FDRR

FIDELITY COVINGTON TRUST

New

Shares13.8K

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB STRATEGIC TR

-10.31%

Shares34.5K

Event2026-03-31

Filed2026-04-21

EFG

ISHARES TR

1.02%

Shares7.0K

Event2026-03-31

Filed2026-04-21

FCOR

FIDELITY MERRIMACK STR TR

New

Shares16.0K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

-3.01%

Shares15.4K

Event2026-03-31

Filed2026-04-21

FIVA

FIDELITY COVINGTON TRUST

New

Shares20.5K

Event2026-03-31

Filed2026-04-21

FDMO

FIDELITY COVINGTON TRUST

New

Shares8.9K

Event2026-03-31

Filed2026-04-21

DSI

ISHARES TR

-8.50%

Shares5.6K

Event2026-03-31

Filed2026-04-21

VTES

VANGUARD WELLINGTON FD

-4.78%

Shares6.7K

Event2026-03-31

Filed2026-04-21

DCOR

DIMENSIONAL ETF TRUST

-0.34%

Shares9.3K

Event2026-03-31

Filed2026-04-21

IAGG

ISHARES TR

-47.41%

Shares12.5K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

-3.94%

Shares15.7K

Event2026-03-31

Filed2026-04-21

ESGD

ISHARES TR

-2.08%

Shares6.2K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

-85.21%

Shares1.9K

Event2026-03-31

Filed2026-04-21

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares5.2K

Event2026-03-31

Filed2026-04-21

FDVV

FIDELITY COVINGTON TRUST

New

Shares10.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

11.19%

Shares2.1K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

87.51%

Shares5.0K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP

-1.06%

Shares13.1K

Event2026-03-31

Filed2026-04-21

VMBS

VANGUARD SCOTTSDALE FDS

28.24%

Shares11.4K

Event2026-03-31

Filed2026-04-21

DGCB

DIMENSIONAL ETF TRUST

-0.88%

Shares9.6K

Event2026-03-31

Filed2026-04-21

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares9.1K

Event2026-03-31

Filed2026-04-21

LMUB

ISHARES TR

New

Shares9.8K

Event2026-03-31

Filed2026-04-21

USXF

ISHARES TR

-0.16%

Shares8.8K

Event2026-03-31

Filed2026-04-21

SCHJ

SCHWAB STRATEGIC TR

80.18%

Shares19.2K

Event2026-03-31

Filed2026-04-21

THRO

BLACKROCK ETF TRUST

-74.63%

Shares12.3K

Event2026-03-31

Filed2026-04-21

FQAL

FIDELITY COVINGTON TRUST

New

Shares6.1K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

45.31%

Shares3.1K

Event2026-03-31

Filed2026-04-21

DFLV

DIMENSIONAL ETF TRUST

-16.38%

Shares11.6K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR INDEX SHS FDS

52.74%

Shares8.5K

Event2026-03-31

Filed2026-04-21

DEHP

DIMENSIONAL ETF TRUST

-4.35%

Shares11.2K

Event2026-03-31

Filed2026-04-21

DIHP

DIMENSIONAL ETF TRUST

-27.66%

Shares11.4K

Event2026-03-31

Filed2026-04-21

SPHB

INVESCO EXCH TRADED FD TR II

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

-43.97%

Shares1.9K

Event2026-03-31

Filed2026-04-21

FLDB

FIDELITY MERRIMACK STR TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-21

DFEV

DIMENSIONAL ETF TRUST

-2.43%

Shares9.4K

Event2026-03-31

Filed2026-04-21

BAI

BLACKROCK ETF TRUST

-80.20%

Shares10.1K

Event2026-03-31

Filed2026-04-21

TLH

ISHARES TR

-84.69%

Shares3.2K

Event2026-03-31

Filed2026-04-21

BLCR

BLACKROCK ETF TRUST

New

Shares7.8K

Event2026-03-31

Filed2026-04-21

RPV

INVESCO EXCHANGE TRADED FD T

New

Shares2.8K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

-24.23%

Shares2.1K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

-0.27%

Shares3.7K

Event2026-03-31

Filed2026-04-21

EVUS

ISHARES TR

-11.73%

Shares8.9K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

-82.09%

Shares1.2K

Event2026-03-31

Filed2026-04-21

BLV

VANGUARD BD INDEX FDS

-1.27%

Shares4.0K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-27.44%

Shares1.9K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

-0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-21

DMXF

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-21

IDEF

BLACKROCK ETF TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-04-21

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares3.2K

Event2026-03-31

Filed2026-04-21

GOVT

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares323

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available