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: $225.8M92 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.9M	1.3%Prev: 1.5%	33,098 SH	Decreased+3,221 SH
AMERICAN CENTY ETF TR	US EQT ETF	$281K	0.1%Prev: 0.3%	2,581 SH	Decreased-2,440 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$746K	0.3%Prev: 0.4%	7,495 SH	Decreased+233 SH
APPLE INC	COM	$3.8M	1.7%Prev: 1.8%	14,867 SH	Decreased+1,493 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.5M	0.7%	43,334 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.8M	2.1%Prev: 0.6%	80,285 SH	Increased+62,923 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.7M	0.8%	45,504 SH	New
BLACKROCK ETF TRUST	US CARBON TRANS	$953K	0.4%	13,126 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$883K	0.4%	16,587 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$203K	0.1%	4,134 SH	New
CONSTELLATION ENERGY CORP	COM	$202K	0.1%	613 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.9M	1.7%Prev: 2.4%	7,974 SH	Decreased+1,366 SH
CSX CORP	COM	$468K	0.2%Prev: 0.3%	13,190 SH	Decreased+140 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$17.2M	7.6%	402,193 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.4M	2.4%Prev: 3.0%	168,235 SH	Decreased+12,726 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$395K	0.2%Prev: 0.2%	12,920 SH	Decreased+2,563 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$344K	0.2%Prev: 0.2%	10,781 SH	Decreased+2,090 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.0M	0.5%Prev: 0.5%	33,158 SH	Decreased+6,959 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$233K	0.1%	4,196 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$695K	0.3%Prev: 0.1%	12,525 SH	Increased+7,068 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$602K	0.3%Prev: 0.3%	16,554 SH	Decreased+992 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$10.7M	4.8%Prev: 5.4%	327,221 SH	Decreased+20,263 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$539K	0.2%Prev: 0.2%	17,733 SH	Increased+7,724 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$929K	0.4%Prev: 0.4%	26,025 SH	Decreased+2,523 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$443K	0.2%	9,224 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.5M	3.3%	155,997 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.6M	1.2%Prev: 1.2%	56,846 SH	Decreased+6,345 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$727K	0.3%	10,104 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$28.7M	12.7%	743,613 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$10.0M	4.4%	265,896 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$458K	0.2%	13,912 SH	New
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.6M	0.7%	68,634 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$9.8M	4.4%	308,912 SH	New
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$5.6M	2.5%Prev: 3.0%	112,076 SH	Decreased-13,054 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.7M	7.4%Prev: 8.0%	358,827 SH	Decreased-12,638 SH
HONEYWELL INTL INC	COM	$252K	0.1%	1,195 SH	New
INVESCO QQQ TR	UNIT SER 1	$659K	0.3%	1,097 SH	New
ISHARES GOLD TR	ISHARES NEW	$1.2M	0.5%	16,401 SH	New
ISHARES INC	CORE MSCI EMKT	$3.1M	1.4%Prev: 0.4%	46,766 SH	Increased+35,906 SH
ISHARES TR	10-20 YR TRS ETF	$2.0M	0.9%Prev: 0.1%	19,728 SH	Increased+17,026 SH
ISHARES TR	CORE INTL AGGR	$1.2M	0.5%Prev: 0.2%	22,659 SH	Increased+12,755 SH
ISHARES TR	CORE MSCI EAFE	$834K	0.4%Prev: 0.4%	9,555 SH	Decreased+29 SH
ISHARES TR	CORE S&P TTL STK	$386K	0.2%Prev: 0.1%	2,649 SH	Increased+878 SH
ISHARES TR	CORE S&P500 ETF	$8.1M	3.6%Prev: 1.9%	12,111 SH	Increased+6,774 SH
ISHARES TR	CORE TOTAL USD	$5.9M	2.6%	125,455 SH	New
ISHARES TR	EAFE GRWTH ETF	$900K	0.4%Prev: 0.4%	7,903 SH	Increased+880 SH
ISHARES TR	EAFE VALUE ETF	$4.1M	1.8%Prev: 0.4%	60,119 SH	Increased+48,441 SH
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.5%Prev: 0.9%	8,036 SH	Decreased-11,188 SH
ISHARES TR	ESG AWR US AGRGT	$650K	0.3%Prev: 0.5%	13,537 SH	Decreased-8,476 SH
ISHARES TR	ESG AWRE USD ETF	$689K	0.3%Prev: 0.6%	29,265 SH	Decreased-29,034 SH
ISHARES TR	ESG EAFE ETF	$370K	0.2%Prev: 0.1%	4,886 SH	Increased+1,564 SH
ISHARES TR	ESG MSCI KLD 400	$540K	0.2%	4,286 SH	New
ISHARES TR	ESG MSCI USA ETF	$441K	0.2%Prev: 0.3%	7,703 SH	Decreased-360 SH
ISHARES TR	EUROPE ETF	$202K	0.1%	3,089 SH	New
ISHARES TR	MBS ETF	$1.2M	0.5%	12,534 SH	New
ISHARES TR	MSCI INTL VLU FT	$305K	0.1%	8,590 SH	New
ISHARES TR	MSCI USA MMENTM	$1.1M	0.5%Prev: 0.2%	4,181 SH	Increased+3,242 SH
ISHARES TR	MSCI USA QLT FCT	$4.8M	2.1%Prev: 0.6%	24,423 SH	Increased+18,315 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.6%Prev: 1.2%	12,247 SH	Decreased-10,778 SH
ISHARES TR	S&P 100 ETF	$3.9M	1.7%Prev: 0.3%	11,793 SH	Increased+10,084 SH
ISHARES TR	S&P 500 GRWT ETF	$4.1M	1.8%Prev: 0.6%	34,122 SH	Increased+25,285 SH
ISHARES TR	S&P 500 VAL ETF	$3.4M	1.5%Prev: 0.5%	16,465 SH	Increased+12,121 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.6%Prev: 0.7%	13,065 SH	Decreased-476 SH
ISHARES TR	U.S. TECH ETF	$677K	0.3%Prev: 0.2%	3,456 SH	Increased+2,182 SH
ISHARES TR	US AER DEF ETF	$780K	0.3%	3,728 SH	New
MARSH & MCLENNAN COS INC	COM	$1.4M	0.6%	6,903 SH	New
MICROSOFT CORP	COM	$408K	0.2%	788 SH	New
NVIDIA CORPORATION	COM	$238K	0.1%Prev: 0.1%	1,273 SH	Decreased-20 SH
PROCTER AND GAMBLE CO	COM	$392K	0.2%	2,548 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$287K	0.1%Prev: 0.2%	11,522 SH	Decreased-8,561 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$679K	0.3%Prev: 0.5%	29,150 SH	Decreased-8,226 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$943K	0.4%Prev: 0.4%	40,191 SH	Increased+5,017 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$532K	0.2%Prev: 0.5%	16,683 SH	Decreased-13,329 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$304K	0.1%	1,077 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$273K	0.1%	5,837 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$211K	0.1%Prev: 0.1%	2,701 SH	Decreased-1,008 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$224K	0.1%Prev: 0.1%	3,162 SH	Decreased-855 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.6%Prev: 0.7%	18,366 SH	Increased-130 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$584K	0.3%Prev: 0.4%	11,804 SH	Decreased-3,535 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.6M	1.6%Prev: 1.9%	7,547 SH	Decreased-39,241 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$934K	0.4%Prev: 0.5%	3,027 SH	Decreased+246 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$265K	0.1%Prev: 0.1%	1,265 SH	Decreased+100 SH
VANGUARD INDEX FDS	SMALL CP ETF	$444K	0.2%Prev: 0.3%	1,741 SH	Decreased-411 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.5%	3,216 SH	Increased+498 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	0.9%Prev: 1.3%	10,471 SH	Decreased-2,240 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$861K	0.4%Prev: 0.5%	15,882 SH	Decreased-849 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.9M	2.2%Prev: 2.3%	97,051 SH	Increased+2,072 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$347K	0.2%Prev: 0.3%	7,396 SH	Decreased-4,271 SH
VANGUARD STAR FDS	VG TL INTL STK F	$218K	0.1%Prev: 0.1%	2,968 SH	Decreased-386 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	0.9%Prev: 1.0%	33,036 SH	Decreased+2,181 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$712K	0.3%Prev: 0.3%	6,990 SH	Increased+334 SH
VANGUARD WORLD FD	INF TECH ETF	$425K	0.2%	569 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST — $423K
BLACKROCK ETF TRUST — $270K
BLACKROCK ETF TRUST — $414K
BLACKROCK ETF TRUST — $202K
BLACKROCK ETF TRUST — $1.3M
BLACKROCK ETF TRUST — $386K
BLACKROCK ETF TRUST — $243K
DIMENSIONAL ETF TRUST — $17.5M
DIMENSIONAL ETF TRUST — $7.7M
DIMENSIONAL ETF TRUST — $759K
DIMENSIONAL ETF TRUST — $31.0M
DIMENSIONAL ETF TRUST — $11.1M
DIMENSIONAL ETF TRUST — $460K
DIMENSIONAL ETF TRUST — $1.8M
DIMENSIONAL ETF TRUST — $11.7M
FIDELITY COVINGTON TRUST — $327K
FIDELITY COVINGTON TRUST — $885K
FIDELITY COVINGTON TRUST — $493K
FIDELITY COVINGTON TRUST — $999K
FIDELITY COVINGTON TRUST — $754K
… and 20 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