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: $192.8M97 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.0M	1.6%Prev: 1.3%	29,960 SH	Increased-6,004 SH
AMERICAN CENTY ETF TR	US EQT ETF	$559K	0.3%Prev: 0.4%	5,031 SH	Decreased-2,420 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$815K	0.4%Prev: 0.3%	7,376 SH	Increased+1,338 SH
APPLE INC	COM	$3.3M	1.7%Prev: 1.8%	13,129 SH	Increased-1,851 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$332K	0.2%	10,077 SH	New
BLACKROCK ETF TRUST	ISHARES DEFENSE	$240K	0.1%	7,327 SH	New
BLACKROCK ETF TRUST	ISHARES LARGE CA	$321K	0.2%	7,812 SH	New
BLACKROCK ETF TRUST	ISHARES US CARBO	$1.1M	0.6%	16,333 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.1M	0.5%Prev: 1.5%	18,157 SH	Decreased-39,436 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$446K	0.2%	12,311 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.1M	1.6%	7,836 SH	New
CSX CORP	COM	$536K	0.3%Prev: 0.2%	13,050 SH	Increased-151 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$17.4M	9.0%Prev: 9.3%	412,228 SH	Decreased-5,018 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.6M	2.9%Prev: 1.7%	161,993 SH	Increased+38,636 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$378K	0.2%Prev: 0.3%	11,197 SH	Decreased-7,975 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$335K	0.2%Prev: 0.2%	9,357 SH	Decreased-7,849 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$935K	0.5%Prev: 1.2%	27,607 SH	Decreased-61,640 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$522K	0.3%Prev: 0.4%	9,644 SH	Decreased-2,903 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$612K	0.3%Prev: 0.3%	15,714 SH	Increased-355 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$10.8M	5.6%Prev: 5.8%	303,850 SH	Decreased-94,304 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$367K	0.2%Prev: 0.4%	11,399 SH	Decreased-13,779 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$956K	0.5%Prev: 0.6%	24,229 SH	Decreased-16,670 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.8M	4.0%Prev: 4.6%	162,515 SH	Decreased-22,312 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.3M	1.2%Prev: 1.2%	50,683 SH	Increased-7,148 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$667K	0.3%Prev: 0.3%	9,258 SH	Increased-994 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$26.5M	13.8%Prev: 12.3%	682,997 SH	Increased-22,926 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$9.5M	4.9%Prev: 4.5%	258,740 SH	Increased+1,226 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$415K	0.2%Prev: 0.2%	11,633 SH	Increased+214 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.6M	0.8%Prev: 1.0%	68,418 SH	Decreased-11,601 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$10.4M	5.4%Prev: 4.5%	296,092 SH	Increased-5,742 SH
EXXON MOBIL CORP	COM	$206K	0.1%	1,213 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$810K	0.4%	13,782 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$570K	0.3%	10,310 SH	New
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$715K	0.4%	20,548 SH	New
FIDELITY COVINGTON TRUST	INTL MULTIFACTOR	$916K	0.5%	25,664 SH	New
FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$712K	0.4%	8,890 SH	New
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$440K	0.2%	6,067 SH	New
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$756K	0.4%	15,981 SH	New
FIDELITY MERRIMACK STR TR	INVESTMENT GR SE	$1.2M	0.6%	27,082 SH	New
FIDELITY MERRIMACK STR TR	LOW DURATION BD	$341K	0.2%	6,749 SH	New
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$6.2M	3.2%Prev: 2.7%	122,905 SH	Increased+22,779 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.9M	8.7%Prev: 7.7%	368,095 SH	Increased+48,888 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$361K	0.2%	3,117 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$583K	0.3%	5,203 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$305K	0.2%	2,843 SH	New
ISHARES INC	CORE MSCI EMKT	$882K	0.5%Prev: 0.6%	12,639 SH	Decreased-8,232 SH
ISHARES TR	10-20 YR TRS ETF	$324K	0.2%Prev: 0.5%	3,220 SH	Decreased-6,671 SH
ISHARES TR	CORE INTL AGGR	$627K	0.3%	12,527 SH	New
ISHARES TR	CORE MSCI EAFE	$865K	0.4%Prev: 0.4%	9,558 SH	Increased+146 SH
ISHARES TR	CORE S&P TTL STK	$294K	0.2%Prev: 0.2%	2,064 SH	Decreased-453 SH
ISHARES TR	CORE S&P500 ETF	$2.9M	1.5%Prev: 4.8%	4,475 SH	Decreased-11,635 SH
ISHARES TR	CORE UNIVRSL USD	$1.3M	0.7%	27,868 SH	New
ISHARES TR	EAFE GRWTH ETF	$781K	0.4%Prev: 0.9%	7,010 SH	Decreased-10,363 SH
ISHARES TR	EAFE VALUE ETF	$1.2M	0.6%Prev: 1.5%	15,846 SH	Decreased-31,393 SH
ISHARES TR	ESG AW MSCI EAFE	$594K	0.3%	6,210 SH	New
ISHARES TR	ESG AWR MSCI USA	$1.8M	0.9%Prev: 0.4%	19,519 SH	Increased+13,384 SH
ISHARES TR	ESG AWR US AGRGT	$976K	0.5%	20,532 SH	New
ISHARES TR	ESG AWRE USD ETF	$1.3M	0.6%	54,099 SH	New
ISHARES TR	ESG EAFE ETF	$256K	0.1%	3,396 SH	New
ISHARES TR	ESG MSCI KLD 400	$678K	0.4%	5,598 SH	New
ISHARES TR	ESG MSCI USA ETF	$488K	0.3%	8,837 SH	New
ISHARES TR	LONG TERM MUNI	$488K	0.3%	9,773 SH	New
ISHARES TR	MSCI USA MMENTM	$279K	0.1%Prev: 0.4%	1,161 SH	Decreased-2,287 SH
ISHARES TR	MSCI USA QLT FCT	$1.4M	0.8%Prev: 2.0%	7,550 SH	Decreased-14,458 SH
ISHARES TR	NATIONAL MUN ETF	$2.5M	1.3%Prev: 2.3%	23,315 SH	Decreased-17,936 SH
ISHARES TR	S&P 100 ETF	$591K	0.3%Prev: 1.0%	1,858 SH	Decreased-4,979 SH
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.5%Prev: 1.6%	9,099 SH	Decreased-24,015 SH
ISHARES TR	S&P 500 VAL ETF	$1.0M	0.5%Prev: 1.1%	4,854 SH	Decreased-6,004 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.7%Prev: 0.4%	13,286 SH	Increased+6,595 SH
ISHARES TR	U.S. TECH ETF	$347K	0.2%Prev: 0.6%	1,913 SH	Decreased-6,293 SH
ISHARES TR	US TREAS BD ETF	$215K	0.1%	9,380 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$490K	0.3%	9,113 SH	New
PROCTER & GAMBLE CO	COM	$267K	0.1%	1,851 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$476K	0.2%	19,241 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$940K	0.5%Prev: 0.2%	37,981 SH	Increased+21,133 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$800K	0.4%Prev: 0.5%	34,461 SH	Decreased-4,391 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$874K	0.5%	30,002 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$416K	0.2%	3,130 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$399K	0.2%	8,497 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$211K	0.1%	323 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$283K	0.1%Prev: 0.1%	3,672 SH	Increased+588 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$274K	0.1%Prev: 0.1%	3,980 SH	Increased+877 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.7%Prev: 0.7%	16,461 SH	Decreased-1,341 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$739K	0.4%Prev: 0.3%	15,374 SH	Increased+4,596 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.4M	1.8%Prev: 1.5%	7,870 SH	Increased+116 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$831K	0.4%Prev: 0.4%	2,781 SH	Increased-399 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$258K	0.1%	1,189 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$560K	0.3%Prev: 0.1%	2,137 SH	Increased+998 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$949K	0.5%Prev: 0.6%	2,959 SH	Decreased-1,356 SH
VANGUARD INDEX FDS	VALUE ETF	$2.5M	1.3%Prev: 1.0%	12,703 SH	Increased+1,780 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$919K	0.5%Prev: 0.3%	16,999 SH	Increased+5,905 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.7M	2.4%Prev: 1.5%	94,040 SH	Increased+35,339 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$238K	0.1%	3,186 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$533K	0.3%	11,353 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$258K	0.1%	3,347 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	1.1%Prev: 0.9%	32,733 SH	Increased-1,996 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$673K	0.3%Prev: 0.4%	6,656 SH	Decreased-924 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $308K
BLACKROCK ETF TRUST II — $700K
DIMENSIONAL ETF TRUST — $223K
DIMENSIONAL ETF TRUST — $376K
HONEYWELL INTL INC — $254K
INVESCO QQQ TR — $512K
ISHARES GOLD TR — $725K
ISHARES INC — $1.0M
ISHARES TR — $6.1M
ISHARES TR — $252K
ISHARES TR — $455K
ISHARES TR — $964K
ISHARES TR — $245K
ISHARES TR — $246K
MARSH & MCLENNAN COS INC — $1.7M
MICROSOFT CORP — $300K
PROCTER AND GAMBLE CO — $434K
VANGUARD BD INDEX FDS — $377K
VANGUARD WORLD FD — $300K

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