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RCS Financial Planning

Latest statistics and disclosures from RCS Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, IEI, DFIC, DFCF, DFEM, and represent 39.66% of RCS Financial Planning's stock portfolio.
Added to shares of these 10 stocks: IEI (+$11M), SCHR (+$6.0M), TIP (+$6.0M), DFAC (+$5.4M), CRWD (+$5.1M), DXIV, SCHI, SCHP, SCHO, Dfa Invt Dimensions Group In.
Started 13 new stock positions in SCHO, BND, SCHI, VBIL, TIP, VGSH, LCTD, SCHR, IEI, Dfa Invt Dimensions Group In. DXIV, VGIT, ACWX.
Reduced shares in these 10 stocks: DFSV (-$12M), DUHP (-$11M), FBND (-$10M), DFCF (-$8.3M), DFSD, FLDR, AVDV, VTEB, DFAR, DFIC.
Sold out of its positions in IALT, DGCB, DCOR, DFLV, DFSV, DFAR, DUHP, FBCG, FDEV, FIVA.
RCS Financial Planning was a net seller of stock by $-22M.
RCS Financial Planning has $185M in assets under management (AUM), dropping by -12.53%.
Central Index Key (CIK): 0001963347

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Portfolio Holdings for RCS Financial Planning

RCS Financial Planning holds 88 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	19.8	$37M	+17%	821k	44.45	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.0	$11M	NEW	97k	113.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$10M	-12%	268k	37.61	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	4.5	$8.3M	-50%	207k	40.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.0	$7.4M	+19%	186k	39.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	3.7	$6.8M	+290%	26k	264.75	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.2	$6.0M	NEW	253k	23.70	View chart
Ishares Tr Tips Bd Etf (TIP)	3.2	$6.0M	NEW	57k	104.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.2	$5.9M	-63%	135k	43.47	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	2.4	$4.4M	NEW	62k	72.01	View chart
Apple (AAPL)	2.4	$4.4M		13k	333.01	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	2.3	$4.3M	-31%	86k	49.92	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.2	$4.1M	NEW	189k	21.44	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	2.2	$4.0M	-46%	86k	46.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$3.9M	-4%	5.1k	765.91	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$3.7M	+58%	37k	101.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.8	$3.3M	+1605%	130k	25.13	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.6	$3.0M	-28%	34k	90.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$2.6M	-42%	55k	47.36	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.3	$2.3M	-12%	44k	52.36	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.1	$2.0M	-25%	9.5k	216.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.1	$2.0M	NEW	84k	23.86	View chart
Dfa Invt Dimensions Group In Real Estate Secu	1.1	$1.9M	NEW	81k	24.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$1.8M	-16%	26k	70.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.0	$1.8M	+4%	11k	166.80	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$1.4M	-5%	31k	44.09	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.7	$1.3M	+5%	61k	21.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$1.3M	-58%	12k	109.38	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.7	$1.3M	+2%	16k	81.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.2M	-7%	8.1k	142.25	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.6	$1.1M	+12%	25k	45.25	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$1.1M	-8%	16k	69.26	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$992k	-2%	2.7k	374.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$980k		17k	59.31	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.5	$979k		2.8k	351.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$923k		9.5k	96.88	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$914k	-11%	23k	39.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$895k	-9%	3.9k	228.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$883k	-37%	12k	76.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$858k	-7%	11k	79.14	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$853k	-39%	8.2k	104.55	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.5	$850k	+9%	5.8k	146.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$841k		7.1k	117.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$751k	-10%	6.3k	119.83	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$725k	-28%	17k	43.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$656k		6.7k	98.60	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$651k	+4%	6.3k	103.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$647k	-16%	29k	22.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$643k		5.0k	128.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$631k	-38%	23k	27.47	View chart
CSX Corporation (CSX)	0.3	$607k		13k	46.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$605k	-7%	1.6k	382.10	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$597k		3.1k	195.74	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$587k	+6%	8.6k	68.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$571k	-57%	2.6k	222.26	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$566k	-12%	14k	41.43	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$563k	NEW	9.9k	56.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$561k	-22%	12k	46.87	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$532k	+98%	15k	36.35	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$504k	-42%	6.2k	81.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$471k	-56%	13k	35.93	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$456k	+13%	9.3k	48.96	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$414k	-32%	1.5k	284.44	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$377k	-11%	9.2k	41.14	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$365k	-7%	8.3k	43.98	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.2	$363k	+11%	10k	36.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$352k	-10%	460.00	764.52	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.2	$348k	+23%	4.1k	84.65	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$315k	-39%	7.1k	44.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$314k	-6%	1.2k	264.81	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$312k	-15%	7.4k	42.40	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$310k	-29%	6.0k	51.76	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$305k	NEW	4.0k	75.62	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$303k	-19%	6.4k	47.19	View chart
Procter & Gamble Company (PG)	0.2	$278k	-3%	1.9k	145.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$278k	-2%	3.3k	84.96	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$236k	-30%	7.0k	33.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$234k	-20%	1.4k	166.29	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$229k	NEW	3.0k	75.71	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$220k	-54%	9.1k	24.10	View chart
Blackrock Etf Trust Isha Worl Ex Etf (LCTD)	0.1	$215k	NEW	3.7k	57.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$215k	NEW	3.7k	57.57	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$214k	-14%	2.3k	92.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$208k	-23%	2.8k	72.86	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$207k	-23%	897.00	231.03	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$206k	-14%	6.6k	31.23	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$204k	-19%	3.3k	62.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$201k	NEW	2.9k	70.14	View chart

Past Filings by RCS Financial Planning

SEC 13F filings are viewable for RCS Financial Planning going back to 2022

RCS Financial Planning 2026 Q3 filed Oct. 14, 2026
RCS Financial Planning 2026 Q2 filed July 22, 2026
RCS Financial Planning 2026 Q1 filed April 21, 2026
RCS Financial Planning 2025 Q4 filed Jan. 15, 2026
RCS Financial Planning 2025 Q3 filed Nov. 5, 2025
RCS Financial Planning 2025 Q2 filed July 28, 2025
RCS Financial Planning 2025 Q1 filed April 25, 2025
RCS Financial Planning 2024 Q4 filed Jan. 23, 2025
RCS Financial Planning 2024 Q3 filed Oct. 22, 2024
RCS Financial Planning 2024 Q2 filed July 22, 2024
RCS Financial Planning 2024 Q1 filed April 26, 2024
RCS Financial Planning 2023 Q4 filed Feb. 8, 2024
RCS Financial Planning 2023 Q3 filed Nov. 3, 2023
RCS Financial Planning 2023 Q2 filed July 21, 2023
RCS Financial Planning 2023 Q1 filed April 27, 2023
RCS Financial Planning 2022 Q4 filed Jan. 30, 2023

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