The Analysis of RCS Financial Planning, LLC's Holdings
Currently, RCS Financial Planning, LLC holds 92 types of securities in its portfolio with a total value $225.8M. In the most recent quarter, they have increased their positions in CRWD (+8.0K shares, valued at $3.9M), OEF (+3.8K shares, valued at $1.3M), DYNF (+19.0K shares, valued at $1.1M); decreased their positions in DFAC (-28.8K shares, valued at $1.1M), EFG (-9.0K shares, valued at $1.0M), IYW (-4.9K shares, valued at $953.2K); initiated new positions in CRWD (+8.0K shares, valued at $3.9M), ITA (+3.7K shares, valued at $780.1K), SUSC (+29.3K shares, valued at $689.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST743.6K shares-3.73%2025-09-302025-11-05
DFCF DIMENSIONAL ETF TRUST402.2K shares0.74%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR358.8K shares5.12%2025-09-302025-11-05 DFIC DIMENSIONAL ETF TRUST327.2K shares-4.80%2025-09-302025-11-05 DUHP DIMENSIONAL ETF TRUST265.9K shares2.08%2025-09-302025-11-05 DFSV DIMENSIONAL ETF TRUST308.9K shares0.97%2025-09-302025-11-05 IVV ISHARES TR12.1K shares3.20%2025-09-302025-11-05 DFSD DIMENSIONAL ETF TRUST156.0K shares-4.25%2025-09-302025-11-05 IUSB ISHARES TR125.5K shares-4.16%2025-09-302025-11-05 FLDR FIDELITY MERRIMACK STR TR112.1K shares12.11%2025-09-302025-11-05 DFEM DIMENSIONAL ETF TRUST168.2K shares2.23%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS97.1K shares-1.76%2025-09-302025-11-05 DYNF BLACKROCK ETF TRUST80.3K shares31.05%2025-09-302025-11-05 QUAL ISHARES TR24.4K shares0.87%2025-09-302025-11-05 IVW ISHARES TR34.1K shares3.85%2025-09-302025-11-05 EFV ISHARES TR60.1K shares-5.46%2025-09-302025-11-05 OEF ISHARES TR11.8K shares46.73%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC8.0K sharesnew addition2025-09-302025-11-05 AAPL APPLE INC14.9K shares-0.54%2025-09-302025-11-05 VUG VANGUARD INDEX FDS7.5K shares9.69%2025-09-302025-11-05 IVE ISHARES TR16.5K shares15.46%2025-09-302025-11-05 IEMG ISHARES INC46.8K shares26.76%2025-09-302025-11-05 AVDV AMERICAN CENTY ETF TR33.1K shares-1.03%2025-09-302025-11-05 DFAU DIMENSIONAL ETF TRUST56.8K shares-1.03%2025-09-302025-11-05 TLH ISHARES TR19.7K shares55.16%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS33.0K shares0.99%2025-09-302025-11-05 VTV VANGUARD INDEX FDS10.5K shares11.93%2025-09-302025-11-05 THRO BLACKROCK ETF TRUST45.5K shares10.28%2025-09-302025-11-05 DFAR DIMENSIONAL ETF TRUST68.6K shares-3.53%2025-09-302025-11-05 BAI BLACKROCK ETF TRUST43.3K shares135.54%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS18.4K shares1.00%2025-09-302025-11-05 SUB ISHARES TR13.1K shares22.29%2025-09-302025-11-05 MMC MARSH & MCLENNAN COS INC6.9K shares-0.01%2025-09-302025-11-05 MUB ISHARES TR12.2K shares5.45%2025-09-302025-11-05 IAU ISHARES GOLD TR16.4K shares72.84%2025-09-302025-11-05 MBB ISHARES TR12.5K shares17.80%2025-09-302025-11-05 ESGU ISHARES TR8.0K shares39.76%2025-09-302025-11-05 IAGG ISHARES TR22.7K shares33.20%2025-09-302025-11-05 MTUM ISHARES TR4.2K shares9.31%2025-09-302025-11-05 VTI VANGUARD INDEX FDS3.2K shares1.20%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST33.2K shares-7.43%2025-09-302025-11-05 LCTU BLACKROCK ETF TRUST13.1K shares158.28%2025-09-302025-11-05 SCHZ SCHWAB STRATEGIC TR40.2K shares-1.56%2025-09-302025-11-05 VV VANGUARD INDEX FDS3.0K shares-3.78%2025-09-302025-11-05 DISV DIMENSIONAL ETF TRUST26.0K shares-3.38%2025-09-302025-11-05 EFG ISHARES TR7.9K shares-53.20%2025-09-302025-11-05 BINC BLACKROCK ETF TRUST II16.6K shares20.52%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F15.9K shares-9.46%2025-09-302025-11-05 IEFA ISHARES TR9.6K shares0.00%2025-09-302025-11-05 ITA ISHARES TR3.7K sharesnew addition2025-09-302025-11-05 AVUV AMERICAN CENTY ETF TR7.5K shares0.04%2025-09-302025-11-05 DCOR DIMENSIONAL ETF TRUST10.1K shares0.00%2025-09-302025-11-05 VTES VANGUARD WELLINGTON FD7.0K shares0.00%2025-09-302025-11-05 DGCB DIMENSIONAL ETF TRUST12.5K shares4.86%2025-09-302025-11-05 SUSC ISHARES TR29.3K sharesnew addition2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR29.1K shares37.22%2025-09-302025-11-05 IYW ISHARES TR3.5K shares-58.48%2025-09-302025-11-05 QQQ INVESCO QQQ TR1.1K shares0.00%2025-09-302025-11-05 EAGG ISHARES TR13.5K sharesnew addition2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST16.6K shares-0.28%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS11.8K shares6.34%2025-09-302025-11-05 DSI ISHARES TR4.3K sharesnew addition2025-09-302025-11-05 DIHP DIMENSIONAL ETF TRUST17.7K shares-9.46%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR16.7K shares70.81%2025-09-302025-11-05 CSX CSX CORP13.2K shares0.00%2025-09-302025-11-05 DFLV DIMENSIONAL ETF TRUST13.9K shares21.83%2025-09-302025-11-05 VB VANGUARD INDEX FDS1.7K shares12.69%2025-09-302025-11-05 DFNM DIMENSIONAL ETF TRUST9.2K shares9.10%2025-09-302025-11-05 USXF ISHARES TR7.7K sharesnew addition2025-09-302025-11-05 VGT VANGUARD WORLD FD569 shares0.00%2025-09-302025-11-05 MSFT MICROSOFT CORP788 shares0.00%2025-09-302025-11-05 DEHP DIMENSIONAL ETF TRUST12.9K shares-7.68%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO2.5K shares-0.20%2025-09-302025-11-05 ITOT ISHARES TR2.6K shares-0.90%2025-09-302025-11-05 DMXF ISHARES TR4.9K sharesnew addition2025-09-302025-11-05 VMBS VANGUARD SCOTTSDALE FDS7.4K shares31.77%2025-09-302025-11-05 DFEV DIMENSIONAL ETF TRUST10.8K shares-10.02%2025-09-302025-11-05 IVLU ISHARES TR8.6K shares-11.52%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR1.1K shares0.00%2025-09-302025-11-05 SCHJ SCHWAB STRATEGIC TR11.5K sharesnew addition2025-09-302025-11-05 AVUS AMERICAN CENTY ETF TR2.6K shares0.00%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS5.8K sharesnew addition2025-09-302025-11-05 VBR VANGUARD INDEX FDS1.3K shares1.93%2025-09-302025-11-05 HON HONEYWELL INTL INC1.2K shares0.00%2025-09-302025-11-05 NVDA NVIDIA CORPORATION1.3K shares0.00%2025-09-302025-11-05 DFGP DIMENSIONAL ETF TRUST4.2K shares2.19%2025-09-302025-11-05 BLV VANGUARD BD INDEX FDS3.2K shares-0.88%2025-09-302025-11-05 VXUS VANGUARD STAR FDS3.0K shares-0.87%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS2.7K shares-13.98%2025-09-302025-11-05 HIMU BLACKROCK ETF TRUST II4.1K sharesnew addition2025-09-302025-11-05 IEV ISHARES TR3.1K shares-25.69%2025-09-302025-11-05 CEG CONSTELLATION ENERGY CORP613 sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available