account_balance
Investment manager · 13F filer · SEC CIK 1963347
RCS Financial Planning, LLC
Reported value$185Mas of Sep 30, 2026
Positions88 12 new, 26 sold out
Top 10 weight55.4%DFAC alone is 20%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
19.8%Added +18%
IEIiShares Tr
6.0%New
DFICDimensional ETF Trust
5.4%Trimmed −13%
DFCFDimensional ETF Trust
4.5%Trimmed −50%
DFEMDimensional ETF Trust
4.0%Added +19%
CRWDCrowdStrike Holdings, Inc.
3.7%Trimmed −2%
SCHRSchwab Strategic Tr
3.2%New
TIPiShares Tr
3.2%New
FBNDFidelity Merrimack STR Tr
3.2%Trimmed −64%
DXIVDimensional ETF Trust
2.4%
AAPLApple Inc.
2.4%
FLDRFidelity Merrimack STR Tr
2.3%
DFACDimensional ETF Trust
19.8%Added +18%
IEIiShares Tr
6.0%New
DFICDimensional ETF Trust
5.4%−13%
DFCFDimensional ETF Trust
4.5%−50%
DFEMDimensional ETF Trust
4.0%
CRWDCrowdStrike Holdings, Inc.
3.7%
SCHR3.2%
TIP3.2%
FBND
DXIV2.4%
AAPL2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 19.8% Added +18%
IEI iShares Tr 6.0% New
DFIC Dimensional ETF Trust 5.4% Trimmed −13%
DFCF Dimensional ETF Trust 4.5% Trimmed −50%
DFEM Dimensional ETF Trust 4.0% Added +19%
CRWD CrowdStrike Holdings, Inc. 3.7% Trimmed −2%SCHR Schwab Strategic Tr 3.2% New
TIP iShares Tr 3.2% New
FBND Fidelity Merrimack STR Tr 3.2% Trimmed −64%
DXIV Dimensional ETF Trust 2.4% New
AAPL Apple Inc. 2.4% HeldFLDR Fidelity Merrimack STR Tr 2.3% Trimmed −31%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IEI $11M
- SCHR $5.99M
- TIP $5.97M
- DXIV $4.44M
arrow_upwardAdded
- SCHP +1605%
- CORO +99%
- MUB +58%
- DFEM +19%
arrow_downwardTrimmed
- FBND −64%
- AVDV −59%
- QUAL −58%
- SCHG −56%
remove_circleSold out
- DFSV $11.7M
- DUHP $11.1M
- FSEC $1.19M
- FIVA $999K
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