Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RCS Financial Planning, LLC (CIK 1963347) reported $192.8M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($26.5M, 13.77%), DFCF ($17.4M, 9.03%), FBND ($16.9M, 8.75%), DFIC ($10.8M, 5.60%), DFSV ($10.4M, 5.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $26.5M | 13.77% | 682,997 | Trimmed |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $17.4M | 9.03% | 412,228 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $16.9M | 8.75% | 368,095 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $10.8M | 5.60% | 303,850 | Trimmed |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $10.4M | 5.38% | 296,092 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $9.5M | 4.93% | 258,740 | Trimmed |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $7.8M | 4.04% | 162,515 | Added |
| 8 | FLDR | FIDELITY MERRIMACK STR TR | $6.2M | 3.20% | 122,905 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $5.6M | 2.90% | 161,993 | Trimmed |
| 10 | VTEB | VANGUARD MUN BD FDS | $4.7M | 2.43% | 94,040 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $3.4M | 1.78% | 7,870 | Added |
| 12 | AAPL | APPLE INC | $3.3M | 1.73% | 13,129 | Trimmed |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $3.1M | 1.59% | 7,836 | Trimmed |
| 14 | AVDV | AMERICAN CENTY ETF TR | $3.0M | 1.55% | 29,960 | Trimmed |
| 15 | IVV | ISHARES TR | $2.9M | 1.52% | 4,475 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $2.5M | 1.29% | 12,703 | Added |
| 17 | MUB | ISHARES TR | $2.5M | 1.28% | 23,315 | Added |
| 18 | DFAU | DIMENSIONAL ETF TRUST | $2.3M | 1.19% | 50,683 | Trimmed |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 1.09% | 32,733 | Trimmed |
| 20 | DFAR | DIMENSIONAL ETF TRUST | $1.6M | 0.84% | 68,418 | Trimmed |
| 21 | ESGU | ISHARES TR | $1.5M | 0.78% | 10,641 | Trimmed |
| 22 | QUAL | ISHARES TR | $1.4M | 0.75% | 7,550 | Trimmed |
| 23 | SUB | ISHARES TR | $1.4M | 0.73% | 13,286 | Added |
| 24 | BSV | VANGUARD BD INDEX FDS | $1.3M | 0.67% | 16,461 | Trimmed |
| 25 | IUSB | ISHARES TR | $1.3M | 0.67% | 27,868 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31