RCS Financial Planning, LLC — Q2 2025 13F 持股

Name: RCS Financial Planning, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001963347

申報總市值

US$1.9億

← 回到最新季度

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	DFAC	Dimensional US Core Equity 2	ETF-其他	13.77%	+1.72%	+9.41%
2	DFCF	Dimensional Core Fixed INC	ETF-其他	8.39%	—	-4.31%
3	FBND	Fidelity Total Bond ETF	ETF-其他	7.80%	+1.68%	+6.93%
4	DFIC	Dimensional International Co	ETF-其他	5.31%	—	-13.67%
5	DUHP	Dimensional US High Profi Et	ETF-其他	4.61%	+0.56%	+1.15%
6	DFSV	Dimensional US Small Cap Val	ETF-中小型股	4.48%	+1.22%	+1.36%
7	DFSD	Dimensional Short Duration	ETF-其他	3.89%	—	-11.85%
8	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	3.62%	-2.06%	-27.15%
9	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	3.01%	-1.82%	-1.12%
10	FLDR	Fidelity Low Durat Fact ETF	ETF-其他	2.50%	—	-0.15%
11	DFEM	Dimensional Emrg Mrkt Core	ETF-其他	2.43%	—	+33.40%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	2.41%	—	+68.29%
13	QUAL	Ishares Msci USA Quality Fac	ETF-其他	2.20%	-0.67%	+10.01%
14	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.01%	-1.12%	+34.62%
15	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.80%	-1.38%	-0.78%
16	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	1.66%	-1.72%	+6.37%
17	AAPL	Apple INC	股票-科技	1.53%	-0.01%	-0.22%
18	VUG	Vanguard Growth ETF	ETF-其他	1.50%	+0.15%	-11.27%
19	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	1.39%	-1.73%	+31.33%
20	AVDV	Avantis Intl S/c Value ETF	ETF-其他	1.32%	—	-7.01%
21	OEF	Ishares S&p 100 ETF	ETF-其他	1.22%	-1.55%	+17.55%
22	DFAU	Dimensional US Core Equity M	ETF-其他	1.21%	—	-0.68%
23	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.10%	-1.28%	+76.77%
24	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.94%	—	-2.79%
25	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.93%	—	-5.80%
26	DFAR	Dimensional US Real Est ETF	ETF-其他	0.83%	—	-11.09%
27	VTV	Vanguard Value ETF	ETF-其他	0.83%	+0.39%	-14.36%
28	MRSH	Marsh & Mclennan Cos	股票-金融	0.75%	-0.54%	EXIT
29	THRO	Ishares U.s. Thematic Rotati	ETF-其他	0.73%	-0.58%	—
30	IYW	Ishares Ustechnology ETF	ETF-科技型	0.72%	-0.11%	+1.43%
31	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.71%	—	+2.15%
32	TLH	Ishares 10-20 Year Treasury	ETF-政府公債	0.64%	-0.75%	+28.55%
33	MUB	Ishares National Muni Bond E	ETF-其他	0.60%	+0.56%	-71.85%
34	SUB	Ishares Short-term National	ETF-其他	0.57%	—	+59.68%
35	DFAE	Dimensional Emerging Core Eq	ETF-新興市場	0.52%	—	-59.86%
36	MBB	Ishares Mbs ETF	ETF-其他	0.50%	-0.56%	EXIT
37	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.48%	—	-26.35%
38	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.47%	—	+5.08%
39	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.46%	-0.56%	+10.93%
40	VV	Vanguard Large-cap ETF	ETF-其他	0.45%	—	-1.07%
41	DISV	Dimensional International Sm	ETF-其他	0.44%	—	-34.14%
42	IAGG	Ishares Intl Aggregate Bond	ETF-其他	0.43%	-0.18%	—
43	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.43%	—	+58.11%
44	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.40%	—	+1.52%
45	ESGU	Ishares Esg Aware Msci USA	ETF-其他	0.39%	—	-6.28%
46	BINC	Ishares Flex I A Etf-usd INC	ETF-其他	0.36%	-0.41%	EXIT
47	VTES	Vanguard Sh Term Tax-ex Bond	ETF-其他	0.35%	—	-7.78%
48	AVUV	Avantis US Small Cap Value	ETF-中小型股	0.34%	—	+24.08%
49	DCOR	Dimensional US Core Eq 1 ETF	ETF-其他	0.34%	—	-1.44%
50	DGCB	Dimensional Global Credit	ETF-其他	0.32%	—	-4.81%

1–50 of 83