RCS Financial Planning, LLC

CIK 0001963347 • 7 13F filings • Apr 25, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $201.1M83 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.7M	1.3%Prev: 1.6%	33,443 SH	Decreased+3,483 SH
AMERICAN CENTY ETF TR	US EQT ETF	$260K	0.1%Prev: 0.3%	2,581 SH	Decreased-2,450 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$683K	0.3%Prev: 0.4%	7,492 SH	Decreased+116 SH
APPLE INC	COM	$3.1M	1.5%Prev: 1.7%	14,947 SH	Decreased+1,818 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$531K	0.3%Prev: 0.2%	18,398 SH	Increased+8,321 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.3M	1.7%Prev: 0.5%	61,262 SH	Increased+43,105 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.5M	0.7%Prev: 0.2%	41,263 SH	Increased+28,952 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$342K	0.2%	5,082 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$727K	0.4%	13,763 SH	New
CSX CORP	COM	$430K	0.2%Prev: 0.3%	13,190 SH	Decreased+140 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$16.9M	8.4%Prev: 9.0%	399,256 SH	Decreased-12,972 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.9M	2.4%Prev: 2.9%	164,558 SH	Decreased+2,565 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$392K	0.2%Prev: 0.2%	13,995 SH	Increased+2,798 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$359K	0.2%Prev: 0.2%	11,982 SH	Increased+2,625 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.0M	0.5%Prev: 0.5%	35,821 SH	Increased+8,214 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$224K	0.1%	4,106 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$648K	0.3%Prev: 0.3%	11,944 SH	Increased+2,300 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$574K	0.3%Prev: 0.3%	16,601 SH	Decreased+887 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$10.7M	5.3%Prev: 5.6%	343,715 SH	Decreased+39,865 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$578K	0.3%Prev: 0.2%	19,586 SH	Increased+8,187 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$886K	0.4%Prev: 0.5%	26,935 SH	Decreased+2,706 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$401K	0.2%	8,455 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.8M	3.9%Prev: 4.0%	162,919 SH	Increased+404 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.4M	1.2%Prev: 1.2%	57,437 SH	Increased+6,754 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$675K	0.3%Prev: 0.3%	10,104 SH	Increased+846 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$27.7M	13.8%Prev: 13.8%	772,386 SH	Increased+89,389 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$9.3M	4.6%Prev: 4.9%	260,477 SH	Decreased+1,737 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$354K	0.2%Prev: 0.2%	11,419 SH	Decreased-214 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.7M	0.8%Prev: 0.8%	71,146 SH	Increased+2,728 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$9.0M	4.5%Prev: 5.4%	305,939 SH	Decreased+9,847 SH
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$5.0M	2.5%Prev: 3.2%	99,974 SH	Decreased-22,931 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$15.7M	7.8%Prev: 8.7%	341,340 SH	Decreased-26,755 SH
HONEYWELL INTL INC	COM	$278K	0.1%	1,195 SH	New
INVESCO QQQ TR	UNIT SER 1	$606K	0.3%	1,097 SH	New
ISHARES GOLD TR	ISHARES NEW	$592K	0.3%	9,489 SH	New
ISHARES INC	CORE MSCI EMKT	$2.2M	1.1%Prev: 0.5%	36,893 SH	Increased+24,254 SH
ISHARES INC	MSCI EMRG CHN	$215K	0.1%	3,399 SH	New
ISHARES TR	10-20 YR TRS ETF	$1.3M	0.6%Prev: 0.2%	12,715 SH	Increased+9,495 SH
ISHARES TR	CORE INTL AGGR	$869K	0.4%Prev: 0.3%	17,011 SH	Increased+4,484 SH
ISHARES TR	CORE MSCI EAFE	$798K	0.4%Prev: 0.4%	9,555 SH	Decreased-3 SH
ISHARES TR	CORE S&P TTL STK	$361K	0.2%Prev: 0.2%	2,673 SH	Increased+609 SH
ISHARES TR	CORE S&P500 ETF	$7.3M	3.6%Prev: 1.5%	11,736 SH	Increased+7,261 SH
ISHARES TR	CORE TOTAL USD	$6.1M	3.0%	130,898 SH	New
ISHARES TR	EAFE GRWTH ETF	$1.9M	0.9%Prev: 0.4%	16,888 SH	Increased+9,878 SH
ISHARES TR	EAFE VALUE ETF	$4.0M	2.0%Prev: 0.6%	63,593 SH	Increased+47,747 SH
ISHARES TR	ESG AWR MSCI USA	$778K	0.4%Prev: 0.9%	5,750 SH	Decreased-13,769 SH
ISHARES TR	EUROPE ETF	$263K	0.1%	4,157 SH	New
ISHARES TR	MBS ETF	$999K	0.5%	10,640 SH	New
ISHARES TR	MSCI INTL VLU FT	$319K	0.2%	9,708 SH	New
ISHARES TR	MSCI USA MMENTM	$919K	0.5%Prev: 0.1%	3,825 SH	Increased+2,664 SH
ISHARES TR	MSCI USA QLT FCT	$4.4M	2.2%Prev: 0.8%	24,212 SH	Increased+16,662 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.6%Prev: 1.3%	11,614 SH	Decreased-11,701 SH
ISHARES TR	S&P 100 ETF	$2.4M	1.2%Prev: 0.3%	8,037 SH	Increased+6,179 SH
ISHARES TR	S&P 500 GRWT ETF	$3.6M	1.8%Prev: 0.5%	32,856 SH	Increased+23,757 SH
ISHARES TR	S&P 500 VAL ETF	$2.8M	1.4%Prev: 0.5%	14,260 SH	Increased+9,406 SH
ISHARES TR	SHRT NAT MUN ETF	$1.1M	0.6%Prev: 0.7%	10,684 SH	Decreased-2,602 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.7%Prev: 0.2%	8,323 SH	Increased+6,410 SH
MARSH & MCLENNAN COS INC	COM	$1.5M	0.8%	6,904 SH	New
MICROSOFT CORP	COM	$392K	0.2%	788 SH	New
NVIDIA CORPORATION	COM	$201K	0.1%	1,273 SH	New
PROCTER AND GAMBLE CO	COM	$407K	0.2%	2,553 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$470K	0.2%Prev: 0.5%	21,244 SH	Decreased-16,737 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$949K	0.5%Prev: 0.4%	40,826 SH	Increased+6,365 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$285K	0.1%Prev: 0.5%	9,767 SH	Decreased-20,235 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$273K	0.1%	1,077 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$243K	0.1%Prev: 0.1%	3,140 SH	Decreased-532 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$222K	0.1%Prev: 0.1%	3,190 SH	Decreased-790 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.7%Prev: 0.7%	18,184 SH	Increased+1,723 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$380K	0.2%	5,166 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$550K	0.3%Prev: 0.4%	11,100 SH	Decreased-4,274 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.0M	1.5%Prev: 1.8%	6,880 SH	Decreased-990 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$900K	0.4%Prev: 0.4%	3,146 SH	Increased+365 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$243K	0.1%Prev: 0.1%	1,241 SH	Decreased+52 SH
VANGUARD INDEX FDS	SMALL CP ETF	$367K	0.2%Prev: 0.3%	1,545 SH	Decreased-592 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$969K	0.5%Prev: 0.5%	3,178 SH	Increased+219 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.8%Prev: 1.3%	9,355 SH	Decreased-3,348 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$868K	0.4%Prev: 0.5%	17,541 SH	Decreased+542 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.8M	2.4%Prev: 2.4%	98,788 SH	Increased+4,748 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$260K	0.1%Prev: 0.3%	5,613 SH	Decreased-5,740 SH
VANGUARD STAR FDS	VG TL INTL STK F	$207K	0.1%Prev: 0.1%	2,994 SH	Decreased-353 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.9%Prev: 1.1%	32,713 SH	Decreased-20 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$705K	0.4%Prev: 0.3%	6,990 SH	Increased+334 SH
VANGUARD WORLD FD	INF TECH ETF	$377K	0.2%	569 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST — $240K
BLACKROCK ETF TRUST — $321K
BLACKROCK ETF TRUST — $1.1M
CROWDSTRIKE HLDGS INC — $3.1M
EXXON MOBIL CORP — $206K
FIDELITY COVINGTON TRUST — $810K
FIDELITY COVINGTON TRUST — $570K
FIDELITY COVINGTON TRUST — $715K
FIDELITY COVINGTON TRUST — $916K
FIDELITY COVINGTON TRUST — $712K
FIDELITY COVINGTON TRUST — $440K
FIDELITY MERRIMACK STR TR — $756K
FIDELITY MERRIMACK STR TR — $1.2M
FIDELITY MERRIMACK STR TR — $341K
INVESCO EXCH TRADED FD TR II — $361K
INVESCO EXCH TRADED FD TR II — $583K
INVESCO EXCHANGE TRADED FD T — $305K
ISHARES TR — $1.3M
ISHARES TR — $594K
ISHARES TR — $976K
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001963347-26-000004	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001963347-26-000001	$232.0M	View
Nov 5, 2025	Q3 2025