RCS Financial Planning, LLC

Est. AUM

$191.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$26.5M	682997	13.85%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$17.4M	412228	9.08%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.9M	368095	8.80%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$10.8M	303850	5.64%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$10.4M	296092	5.42%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$9.5M	258740	4.96%	SOLE
7	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.8M	162515	4.06%	SOLE
8	FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$6.2M	122905	3.22%	SOLE
9	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.6M	161993	2.92%	SOLE
10	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.7M	94040	2.45%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$3.4M	7870	1.79%	SOLE
12	APPLE INC	COM	$3.3M	13129	1.74%	SOLE
13	CROWDSTRIKE HLDGS INC	CL A	$3.1M	7836	1.60%	SOLE
14	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.0M	29960	1.56%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$2.9M	4475	1.53%	SOLE
16	VANGUARD INDEX FDS	VALUE ETF	$2.5M	12703	1.30%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$2.5M	23315	1.29%	SOLE
18	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.3M	50683	1.19%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	32733	1.10%	SOLE
20	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.6M	68418	0.84%	SOLE
21	ISHARES TR	ESG AWR MSCI USA	$1.5M	10641	0.79%	SOLE
22	ISHARES TR	MSCI USA QLT FCT	$1.4M	7550	0.76%	SOLE
23	ISHARES TR	SHRT NAT MUN ETF	$1.4M	13286	0.74%	SOLE
24	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	16461	0.67%	SOLE
25	ISHARES TR	CORE UNIVRSL USD	$1.3M	27868	0.67%	SOLE
26	ISHARES TR	ESG AWRE USD ETF	$1.3M	54099	0.65%	SOLE
27	FIDELITY MERRIMACK STR TR	INVESTMENT GR SE	$1.2M	27082	0.62%	SOLE
28	ISHARES TR	EAFE VALUE ETF	$1.2M	15846	0.61%	SOLE
29	BLACKROCK ETF TRUST	ISHARES US CARBO	$1.1M	16333	0.60%	SOLE
30	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.1M	18157	0.55%	SOLE
31	ISHARES TR	S&P 500 GRWT ETF	$1.0M	9099	0.54%	SOLE
32	ISHARES TR	S&P 500 VAL ETF	$1.0M	4854	0.54%	SOLE
33	ISHARES TR	ESG AWR US AGRGT	$976K	20532	0.51%	SOLE
34	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$956K	24229	0.50%	SOLE
35	VANGUARD INDEX FDS	TOTAL STK MKT	$949K	2959	0.50%	SOLE
36	SCHWAB STRATEGIC TR	INTL EQTY ETF	$940K	37981	0.49%	SOLE
37	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$935K	27607	0.49%	SOLE
38	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$919K	16999	0.48%	SOLE
39	FIDELITY COVINGTON TRUST	INTL MULTIFACTOR	$916K	25664	0.48%	SOLE
40	ISHARES INC	CORE MSCI EMKT	$882K	12639	0.46%	SOLE
41	SCHWAB STRATEGIC TR	US LCAP GR ETF	$874K	30002	0.46%	SOLE
42	ISHARES TR	CORE MSCI EAFE	$865K	9558	0.45%	SOLE
43	VANGUARD INDEX FDS	LARGE CAP ETF	$831K	2781	0.43%	SOLE
44	AMERICAN CENTY ETF TR	US SML CP VALU	$815K	7376	0.43%	SOLE
45	FIDELITY COVINGTON TRUST	DIVID ETF RISI	$810K	13782	0.42%	SOLE
46	SCHWAB STRATEGIC TR	US AGGREGATE B	$800K	34461	0.42%	SOLE
47	ISHARES TR	EAFE GRWTH ETF	$781K	7010	0.41%	SOLE
48	FIDELITY MERRIMACK STR TR	CORP BOND ETF	$756K	15981	0.39%	SOLE
49	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$739K	15374	0.39%	SOLE
50	FIDELITY COVINGTON TRUST	INT VL FCT ETF	$715K	20548	0.37%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.