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CIK: 0001963347
Total reported value
$184.7M
$184.7M
69 檔
36.1%
At the close of Q1 2024, RCS Financial Planning, LLC disclosed equity holdings valued at approximately $184.7M, spread across 69 reported holdings.
During Q1 2024, RCS Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 12.02% | -3.78% | -14.11% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.32% | +5.08% | -17.92% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 7.04% | -1.48% | +8.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.85% | +0.22% | -39.12% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.82% | +0.03% | +40.48% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.96% | -0.27% | +413.86% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.48% | -5.54% | EXIT | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 4.25% | -0.20% | +406.00% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.68% | -5.26% | EXIT | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.49% | +0.02% | -13.47% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.93% | -0.24% | EXIT | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.82% | +0.04% | -6.52% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.54% | +3.41% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.55% | -0.01% | -3.50% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.50% | +0.02% | -29.37% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.43% | -0.32% | -33.60% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.41% | -0.06% | -13.31% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 1.32% | -0.03% | -11.82% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.22% | — | -6.19% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.08% | -0.20% | -0.05% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.08% | -0.87% | +1.09% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.05% | +0.04% | — | |
| 23 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.04% | -0.02% | — | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.02% | -0.09% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | -0.06% | -5.30% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.05% | +35.79% | |
| 27 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.93% | -0.86% | EXIT | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | +0.01% | — | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.88% | — | +0.01% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.80% | +0.17% | -33.65% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.76% | +1.01% | — | |
| 32 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.68% | -0.01% | -12.39% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.65% | — | -37.78% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | +0.83% | +21.07% | |
| 35 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.63% | -0.01% | -12.82% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | +0.02% | -28.90% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.61% | +0.03% | -49.65% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.53% | — | +37.88% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.44% | +0.08% | — | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.44% | — | -43.41% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | +0.06% | -0.02% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.40% | -0.22% | -2.34% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | +0.11% | NEW | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.06% | -0.16% | |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.37% | +0.04% | — | |
| 46 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.36% | -0.36% | EXIT | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | -0.16% | -47.56% | |
| 48 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.32% | — | — | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.32% | +0.01% | +2.02% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.30% | +0.04% | — |
According to official SEC Form 13F filings, RCS Financial Planning, LLC reported a total U.S. public equity portfolio value of $184.7M across 69 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFAC, DFSD) accounted for 36.1% of total reported equity market value during Q1 2024.
During Q1 2024, RCS Financial Planning, LLC's top holdings by market value included DFCF (12.0%)、DFAC (10.3%)、DFSD (7.0%). The largest single position, DFCF, represented 12.0% of total portfolio value.
In Q1 2024, RCS Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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