$153 Million is the total value of RCS Financial Planning, LLC's 63 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMXC | New | ISHARES INCmsci emrg chn | $605,724 | – | 10,932 | +100.0% | 0.40% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $501,585 | – | 10,759 | +100.0% | 0.33% | – |
| IXC | New | ISHARES TRglobal energ etf | $336,545 | – | 8,605 | +100.0% | 0.22% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $286,517 | – | 592 | +100.0% | 0.19% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $218,324 | – | 2,017 | +100.0% | 0.14% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $210,998 | – | 2,369 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 15.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 14.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 12.9% |
| ISHARES TR | 7 | Q2 2024 | 9.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.1% |
| ISHARES TR | 7 | Q2 2024 | 4.8% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 3.7% |
| APPLE INC | 7 | Q2 2024 | 2.2% |
View RCS Financial Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| 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.