| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LCTU | Exit | BLACKROCK ETF TRUSTus carbon trans | $0 | – | -4,488 | -100.0% | -0.16% | – |
| SUSL | Exit | ISHARES TResg msci leadr | $0 | – | -3,082 | -100.0% | -0.18% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,284 | -100.0% | -0.18% | – |
| IFRA | Exit | ISHARES TRus infrastruc | $0 | – | -6,472 | -100.0% | -0.18% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,481 | -100.0% | -0.21% | – |
| GBF | Exit | ISHARES TRgov/cred bd etf | $0 | – | -2,832 | -100.0% | -0.22% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -6,359 | -100.0% | -0.23% | – |
| Exit | DIMENSIONAL ETF TRUSTus large cap val | $0 | – | -12,416 | -100.0% | -0.24% | – | |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,156 | -100.0% | -0.24% | – |
| Exit | DIMENSIONAL ETF TRUSTnatl mun bd etf | $0 | – | -7,042 | -100.0% | -0.25% | – | |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -13,032 | -100.0% | -0.25% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,358 | -100.0% | -0.26% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,499 | -100.0% | -0.27% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -4,987 | -100.0% | -0.30% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -7,786 | -100.0% | -0.30% | – |
| CSX | Exit | CSX CORP | $0 | – | -13,044 | -100.0% | -0.31% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -9,758 | -100.0% | -0.36% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -2,414 | -100.0% | -0.37% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -20,017 | -100.0% | -0.40% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,532 | -100.0% | -0.41% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -13,974 | -100.0% | -0.42% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -3,010 | -100.0% | -0.45% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -9,456 | -100.0% | -0.46% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -9,361 | -100.0% | -0.52% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -10,095 | -100.0% | -0.53% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -6,659 | -100.0% | -0.53% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -14,843 | -100.0% | -0.54% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -7,038 | -100.0% | -0.55% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -8,817 | -100.0% | -0.60% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -7,657 | -100.0% | -0.60% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -14,296 | -100.0% | -0.76% | – |
| Exit | VANGUARD WELLINGTON FDshort trm tax ex | $0 | – | -10,195 | -100.0% | -0.77% | – | |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts hi | $0 | – | -47,889 | -100.0% | -0.83% | – | |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -21,387 | -100.0% | -0.83% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -12,284 | -100.0% | -0.83% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts va | $0 | – | -47,777 | -100.0% | -0.86% | – | |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -8,474 | -100.0% | -0.89% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -4,670 | -100.0% | -0.97% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -27,604 | -100.0% | -1.01% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -7,155 | -100.0% | -1.04% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -35,208 | -100.0% | -1.18% | – |
| Exit | DIMENSIONAL ETF TRUSTus real estate e | $0 | – | -81,118 | -100.0% | -1.21% | – | |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -21,957 | -100.0% | -1.26% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -17,628 | -100.0% | -1.27% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -22,975 | -100.0% | -1.52% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -15,064 | -100.0% | -1.52% | – |
| Exit | DIMENSIONAL ETF TRUSTintl high profit | $0 | – | -88,696 | -100.0% | -1.57% | – | |
| Exit | DIMENSIONAL ETF TRUSTintl small cap v | $0 | – | -94,192 | -100.0% | -1.71% | – | |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -46,374 | -100.0% | -1.73% | – |
| AAPL | Exit | APPLE INC | $0 | – | -13,780 | -100.0% | -1.80% | – |
| DFAE | Exit | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | -109,789 | -100.0% | -1.89% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -114,124 | -100.0% | -2.61% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -112,460 | -100.0% | -3.76% | – |
| Exit | DIMENSIONAL ETF TRUSTus small cap val | $0 | – | -231,134 | -100.0% | -4.48% | – | |
| Exit | DIMENSIONAL ETF TRUSTintl core equity | $0 | – | -255,791 | -100.0% | -4.56% | – | |
| Exit | DIMENSIONAL ETF TRUSTus high profitab | $0 | – | -233,121 | -100.0% | -4.58% | – | |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -20,087 | -100.0% | -6.62% | – |
| Exit | DIMENSIONAL ETF TRUSTshort duration f | $0 | – | -264,838 | -100.0% | -9.38% | – | |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -671,090 | -100.0% | -13.43% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -473,111 | -100.0% | -14.59% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 14.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 14.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 12.9% |
| ISHARES TR | 4 | Q3 2023 | 6.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.5% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.7% |
| ISHARES TR | 4 | Q3 2023 | 3.8% |
| ISHARES TR | 4 | Q3 2023 | 3.3% |
View RCS Financial Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-30 |
View RCS Financial Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.