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: $211.2M101 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.1M	1.5%Prev: 1.3%	29,877 SH	Increased-3,566 SH
AMERICAN CENTY ETF TR	US EQT ETF	$643K	0.3%Prev: 0.1%	5,021 SH	Increased+2,440 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$906K	0.4%Prev: 0.3%	7,262 SH	Increased-230 SH
APPLE INC	COM	$3.9M	1.8%Prev: 1.5%	13,374 SH	Increased-1,573 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$423K	0.2%	8,022 SH	New
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$270K	0.1%	7,368 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$414K	0.2%	8,218 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$202K	0.1%	7,203 SH	New
BLACKROCK ETF TRUST	ISHA US AWAR ETF	$1.3M	0.6%	15,806 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$386K	0.2%	8,957 SH	New
BLACKROCK ETF TRUST	ISHARES DEFENSE	$243K	0.1%	7,658 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	0.6%Prev: 1.7%	17,362 SH	Decreased-43,900 SH
CROWDSTRIKE HLDGS INC	CL A	$5.0M	2.4%	6,608 SH	New
CSX CORP	COM	$620K	0.3%Prev: 0.2%	13,050 SH	Increased-140 SH
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$17.5M	8.3%	413,979 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$6.3M	3.0%Prev: 2.4%	155,509 SH	Increased-9,049 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$443K	0.2%Prev: 0.2%	10,357 SH	Increased-3,638 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$371K	0.2%Prev: 0.2%	8,691 SH	Increased-3,291 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.1M	0.5%Prev: 0.5%	26,199 SH	Increased-9,622 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$298K	0.1%Prev: 0.3%	5,457 SH	Decreased-6,487 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$642K	0.3%Prev: 0.3%	15,562 SH	Increased-1,039 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$11.4M	5.4%Prev: 5.3%	306,958 SH	Increased-36,757 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$342K	0.2%Prev: 0.3%	10,009 SH	Decreased-9,577 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$943K	0.4%Prev: 0.4%	23,502 SH	Increased-3,433 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$7.7M	3.6%	160,545 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 1 ETF	$759K	0.4%	9,258 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$31.0M	14.7%	698,638 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.6M	1.2%Prev: 1.2%	50,501 SH	Increased-6,936 SH
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$11.1M	5.3%	266,126 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$460K	0.2%	11,633 SH	New
DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$1.8M	0.9%	69,786 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$11.7M	5.5%	301,701 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$327K	0.2%	5,265 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$885K	0.4%	13,637 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$493K	0.2%	8,180 SH	New
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$999K	0.5%	25,944 SH	New
FIDELITY COVINGTON TRUST	INTL MULTIFACTOR	$754K	0.4%	21,240 SH	New
FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$787K	0.4%	7,983 SH	New
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$209K	0.1%	2,568 SH	New
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$407K	0.2%	5,218 SH	New
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$738K	0.3%	15,593 SH	New
FIDELITY MERRIMACK STR TR	INVESTMENT GR SE	$1.2M	0.6%	27,097 SH	New
FIDELITY MERRIMACK STR TR	LOW DURATION BD	$342K	0.2%	6,779 SH	New
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$6.3M	3.0%Prev: 2.5%	125,130 SH	Increased+25,156 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.0M	8.0%Prev: 7.8%	371,465 SH	Increased+30,125 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$609K	0.3%	3,914 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$315K	0.1%	2,764 SH	New
ISHARES INC	CORE MSCI EMKT	$900K	0.4%Prev: 1.1%	10,860 SH	Decreased-26,033 SH
ISHARES TR	10-20 YR TRS ETF	$271K	0.1%Prev: 0.6%	2,702 SH	Decreased-10,013 SH
ISHARES TR	CORE INTL AGGR	$501K	0.2%Prev: 0.4%	9,904 SH	Decreased-7,107 SH
ISHARES TR	CORE MSCI EAFE	$920K	0.4%Prev: 0.4%	9,526 SH	Increased-29 SH
ISHARES TR	CORE S&P TTL STK	$291K	0.1%Prev: 0.2%	1,771 SH	Decreased-902 SH
ISHARES TR	CORE S&P500 ETF	$4.0M	1.9%Prev: 3.6%	5,337 SH	Decreased-6,399 SH
ISHARES TR	CORE UNIVRSL USD	$1.5M	0.7%	33,269 SH	New
ISHARES TR	EAFE GRWTH ETF	$874K	0.4%Prev: 0.9%	7,023 SH	Decreased-9,865 SH
ISHARES TR	EAFE VALUE ETF	$894K	0.4%Prev: 2.0%	11,678 SH	Decreased-51,915 SH
ISHARES TR	ESG AW MSCI EAFE	$624K	0.3%	6,071 SH	New
ISHARES TR	ESG AWR MSCI USA	$2.0M	0.9%Prev: 0.4%	19,224 SH	Increased+13,474 SH
ISHARES TR	ESG AWR US AGRGT	$1.0M	0.5%	22,013 SH	New
ISHARES TR	ESG AWRE USD ETF	$1.3M	0.6%	58,299 SH	New
ISHARES TR	ESG EAFE ETF	$281K	0.1%	3,322 SH	New
ISHARES TR	ESG MSCI KLD ETF	$758K	0.4%	5,324 SH	New
ISHARES TR	ESG MSCI USA ETF	$560K	0.3%	8,063 SH	New
ISHARES TR	LONG TERM MUNI	$528K	0.3%	10,317 SH	New
ISHARES TR	MSCI USA MMENTM	$322K	0.2%Prev: 0.5%	939 SH	Decreased-2,886 SH
ISHARES TR	MSCI USA QLT FCT	$1.3M	0.6%Prev: 2.2%	6,108 SH	Decreased-18,104 SH
ISHARES TR	NATIONAL MUN ETF	$2.5M	1.2%Prev: 0.6%	23,025 SH	Increased+11,411 SH
ISHARES TR	S&P 100 ETF	$625K	0.3%Prev: 1.2%	1,709 SH	Decreased-6,328 SH
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.6%Prev: 1.8%	8,837 SH	Decreased-24,019 SH
ISHARES TR	S&P 500 VAL ETF	$986K	0.5%Prev: 1.4%	4,344 SH	Decreased-9,916 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.7%Prev: 0.6%	13,541 SH	Increased+2,857 SH
ISHARES TR	TOP 20 U S ETF	$648K	0.3%	19,683 SH	New
ISHARES TR	U.S. TECH ETF	$321K	0.2%Prev: 0.7%	1,274 SH	Decreased-7,049 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$493K	0.2%	9,211 SH	New
NVIDIA CORPORATION	COM	$259K	0.1%Prev: 0.1%	1,293 SH	Increased+20 SH
PROCTER & GAMBLE CO	COM	$290K	0.1%	1,977 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$495K	0.2%	20,083 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.0M	0.5%Prev: 0.2%	37,376 SH	Increased+16,132 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$814K	0.4%Prev: 0.5%	35,174 SH	Decreased-5,652 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.0M	0.5%Prev: 0.1%	30,012 SH	Increased+20,245 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$201K	0.1%	7,601 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$581K	0.3%	3,050 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$440K	0.2%	8,497 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$384K	0.2%	514 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$285K	0.1%Prev: 0.1%	3,709 SH	Increased+569 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$277K	0.1%Prev: 0.1%	4,017 SH	Increased+827 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.7%Prev: 0.7%	18,496 SH	Increased+312 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$743K	0.4%Prev: 0.3%	15,339 SH	Increased+4,239 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.0M	1.9%Prev: 1.5%	46,788 SH	Increased+39,908 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$956K	0.5%Prev: 0.4%	2,781 SH	Increased-365 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$283K	0.1%Prev: 0.1%	1,165 SH	Increased-76 SH
VANGUARD INDEX FDS	SMALL CP ETF	$652K	0.3%Prev: 0.2%	2,152 SH	Increased+607 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.5%Prev: 0.5%	2,718 SH	Increased-460 SH
VANGUARD INDEX FDS	VALUE ETF	$2.8M	1.3%Prev: 0.8%	12,711 SH	Increased+3,356 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$999K	0.5%Prev: 0.4%	16,731 SH	Increased-810 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.8M	2.3%Prev: 2.4%	94,979 SH	Decreased-3,809 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$244K	0.1%	3,244 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$546K	0.3%Prev: 0.1%	11,667 SH	Increased+6,054 SH
VANGUARD STAR FDS	VG TL INTL STK F	$287K	0.1%Prev: 0.1%	3,354 SH	Increased+360 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	1.0%Prev: 0.9%	30,855 SH	Increased-1,858 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$674K	0.3%Prev: 0.4%	6,656 SH	Decreased-334 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $531K
BLACKROCK ETF TRUST — $1.5M
BLACKROCK ETF TRUST — $342K
BLACKROCK ETF TRUST II — $727K
DIMENSIONAL ETF TRUST — $16.9M
DIMENSIONAL ETF TRUST — $224K
DIMENSIONAL ETF TRUST — $401K
DIMENSIONAL ETF TRUST — $7.8M
DIMENSIONAL ETF TRUST — $675K
DIMENSIONAL ETF TRUST — $27.7M
DIMENSIONAL ETF TRUST — $9.3M
DIMENSIONAL ETF TRUST — $354K
DIMENSIONAL ETF TRUST — $1.7M
DIMENSIONAL ETF TRUST — $9.0M
HONEYWELL INTL INC — $278K
INVESCO QQQ TR — $606K
ISHARES GOLD TR — $592K
ISHARES INC — $215K
ISHARES TR — $6.1M
ISHARES TR — $263K
… and 8 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