RCS Financial Planning, LLC: 13F holdings

CIK 19633472026Q2

Positions102
Reported value$211.2m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST698,638$31.0m14.7%
DFCF DIMENSIONAL ETF TRUST413,979$17.5m8.3%
FBND FIDELITY MERRIMACK STR TR371,465$17.0m8.0%
DIMENSIONAL ETF TRUST301,701$11.7m5.5%
DFIC DIMENSIONAL ETF TRUST306,958$11.4m5.4%
DIMENSIONAL ETF TRUST266,126$11.1m5.3%
DFSD DIMENSIONAL ETF TRUST160,545$7.7m3.6%
DFEM DIMENSIONAL ETF TRUST155,509$6.3m3.0%
FIDELITY MERRIMACK STR TR125,130$6.3m3.0%
CRWD CROWDSTRIKE HLDGS INC6,608$5.0m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1963347")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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