Investor
RCS Financial Planning, LLC
CIK 0001963347 · filed 2026-04-21 · SEC filing
13F book
$192.8M
Positions
98
21 new · 13 sold
Largest name
13.8%
Dimensional Etf Trust
Est. mark
−$1.58M
Price effect on 77 names still held. Flow −$37.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 683K | $26.5M | 13.8% | −$498.6K | Cut−$1.43M |
| Dimensional Etf Trust | — | 412.2K | $17.4M | 9.0% | −$137.2K | Added$237.3K |
| Fidelity Merrimack Str Tr | — | 368.1K | $16.9M | 8.7% | −$180.1K | Added$476.2K |
| Dimensional Etf Trust | — | 303.9K | $10.8M | 5.6% | $325.1K | Cut$63K |
| Dimensional Etf Trust | — | 296.1K | $10.4M | 5.4% | $630.8K | Added$725.9K |
| Dimensional Etf Trust | — | 258.7K | $9.51M | 4.9% | −$328.6K | Cut−$627.1K |
| Dimensional Etf Trust | — | 162.5K | $7.78M | 4.0% | −$11.2K | Added$152.4K |
| Fidelity Merrimack Str Tr | — | 122.9K | $6.17M | 3.2% | −$25.2K | Added$60.8K |
| Dimensional Etf Trust | — | 162K | $5.6M | 2.9% | $238.1K | Cut$149K |
| Vanguard Mun Bd Fds | — | 94K | $4.69M | 2.4% | −$37.6K | Cut−$251.8K |
| Vanguard Growth Etf | — | 7.87K | $3.44M | 1.8% | −$396.6K | Added−$351.2K |
| Apple Inc. | AAPL | 13.1K | $3.33M | 1.7% | −$237.2K | Cut−$701.6K |
| Crowdstrike Hldgs Inc | — | 7.84K | $3.06M | 1.6% | −$614K | Cut−$678.6K |
| American Centy Etf Tr | — | 30K | $2.99M | 1.6% | $176.5K | Cut−$92.8K |
| Ishares Tr | — | 4.47K | $2.92M | 1.5% | −$141.7K | Cut−$5.39M |
| Vanguard Index Fds | — | 12.7K | $2.49M | 1.3% | $56.7K | Added$412.6K |
| Ishares Tr | — | 23.3K | $2.47M | 1.3% | −$14.8K | Added$816K |
| Dimensional Etf Trust | — | 50.7K | $2.29M | 1.2% | −$85.1K | Cut−$170.1K |
| Vanguard Tax-Managed Fds | — | 32.7K | $2.1M | 1.1% | $52.7K | Cut−$162.9K |
| Dimensional Etf Trust | — | 68.4K | $1.62M | 0.8% | $51.2K | Cut$40K |
| Ishares Tr | — | 10.6K | $1.5M | 0.8% | −$80.4K | Cut−$99.4K |
| Ishares Tr | — | 7.55K | $1.45M | 0.8% | −$51.5K | Cut−$1.84M |
| Ishares Tr | — | 13.3K | $1.42M | 0.7% | −$2.62K | Added$17.9K |
| Vanguard Bd Index Fds | — | 16.5K | $1.29M | 0.7% | −$6.56K | Cut−$7.27K |
| Ishares Tr | — | 27.9K | $1.29M | 0.7% | −$9.74K | Cut−$4.49M |
| Ishares Tr | — | 54.1K | $1.25M | 0.6% | −$13K | Added$24.3K |
| Fidelity Merrimack Str Tr | — | 27.1K | $1.19M | 0.6% | — | New |
| Ishares Tr | — | 15.8K | $1.18M | 0.6% | $46.6K | Cut−$2.84M |
| Blackrock Etf Trust | — | 16.3K | $1.15M | 0.6% | −$64.6K | Cut−$181.5K |
| Blackrock Etf Trust | — | 18.2K | $1.06M | 0.5% | −$47.8K | Cut−$4.21M |
| Ishares Tr | — | 9.1K | $1.03M | 0.5% | −$92.3K | Cut−$3.4M |
| Ishares Tr | — | 4.85K | $1.02M | 0.5% | −$4.46K | Cut−$4.21M |
| Ishares Tr | — | 20.5K | $976.3K | 0.5% | −$5.44K | Added$109.2K |
| Dimensional Etf Trust | — | 24.2K | $955.6K | 0.5% | $34.9K | Cut−$23K |
| Vanguard Index Fds | — | 2.96K | $949.2K | 0.5% | −$43K | Cut−$51.4K |
| Schwab Strategic Tr | — | 38K | $940K | 0.5% | $19.6K | Added$274.7K |
| Dimensional Etf Trust | — | 27.6K | $934.8K | 0.5% | $35.6K | Cut$16K |
| Vanguard Intl Equity Index F | — | 17K | $918.8K | 0.5% | $4.97K | Cut−$41.5K |
| Fidelity Covington Trust | — | 25.7K | $915.7K | 0.5% | — | New |
| Ishares Inc | — | 12.6K | $881.6K | 0.5% | $32K | Cut−$3.16M |
| Schwab Strategic Tr | — | 30K | $874K | 0.5% | −$56.5K | Added$345.8K |
| Ishares Tr | — | 9.56K | $865.3K | 0.4% | $10.2K | Added$10.8K |
| Vanguard Index Fds | — | 2.78K | $831.1K | 0.4% | −$44.4K | Cut−$121.8K |
| American Centy Etf Tr | — | 7.38K | $814.9K | 0.4% | $62.6K | Held |
| Fidelity Covington Trust | — | 13.8K | $810.4K | 0.4% | — | New |
| Schwab Us Aggregate Bond | — | 34.5K | $800.2K | 0.4% | −$5.17K | Cut−$97.7K |
| Ishares Tr | — | 7.01K | $780.7K | 0.4% | −$17.7K | Added−$9.81K |
| Fidelity Merrimack Str Tr | — | 16K | $756K | 0.4% | — | New |
| Vanguard Charlotte Fds | — | 15.4K | $738.7K | 0.4% | −$4.17K | Cut−$27.2K |
| Fidelity Covington Trust | — | 20.5K | $715.3K | 0.4% | — | New |
| Fidelity Covington Trust | — | 8.89K | $712.1K | 0.4% | — | New |
| Ishares Tr | — | 5.6K | $678.4K | 0.4% | −$42.8K | Cut−$109.8K |
| Vanguard Wellington Fd | — | 6.66K | $673.2K | 0.3% | −$2.9K | Cut−$36.8K |
| Dimensional Etf Trust | — | 9.26K | $667.3K | 0.3% | −$14.3K | Cut−$16.7K |
| Ishares Tr | — | 12.5K | $626.9K | 0.3% | $376 | Cut−$564.3K |
| Dimensional Etf Trust | — | 15.7K | $612.2K | 0.3% | $13.4K | Cut−$11.2K |
| Ishares Tr | — | 6.21K | $593.8K | 0.3% | $3.29K | Cut−$9.26K |
| Ishares Tr | — | 1.86K | $590.9K | 0.3% | −$46.3K | Cut−$3.72M |
| Invesco Exch Traded Fd Tr Ii | — | 5.2K | $583.3K | 0.3% | — | New |
| Fidelity Covington Trust | — | 10.3K | $569.5K | 0.3% | — | New |
| Vanguard Index Fds | — | 2.14K | $559.7K | 0.3% | $7.65K | Added$64K |
| American Centy Etf Tr | — | 5.03K | $559.4K | 0.3% | −$1.59K | Added$259.5K |
| Csx Corp | CSX | 13.1K | $535.7K | 0.3% | $62.6K | Cut$57.6K |
| Vanguard Scottsdale Fds | — | 11.4K | $533K | 0.3% | −$1.14K | Added$116.2K |
| Dimensional Etf Trust | — | 9.64K | $522K | 0.3% | −$1.09K | Cut−$5.75K |
| J P Morgan Exchange Traded F | — | 9.11K | $490K | 0.3% | — | New |
| Ishares Tr | — | 9.77K | $488K | 0.3% | — | New |
| Ishares Tr | — | 8.84K | $487.8K | 0.3% | −$21K | Cut−$21.8K |
| Schwab Strategic Tr | — | 19.2K | $475.7K | 0.2% | −$1.87K | Added$209.8K |
| Blackrock Etf Trust | — | 12.3K | $445.9K | 0.2% | −$28.8K | Cut−$1.43M |
| Fidelity Covington Trust | — | 6.07K | $440.5K | 0.2% | — | New |
| Select Sector Spdr Tr | — | 3.13K | $416K | 0.2% | −$23.8K | Added$105.9K |
| Dimensional Etf Trust | — | 11.6K | $415.4K | 0.2% | $17.4K | Cut−$60.5K |
| Spdr Index Shs Fds | — | 8.5K | $398.6K | 0.2% | $556 | Added$138.2K |
| Dimensional Etf Trust | — | 11.2K | $378.3K | 0.2% | $17.2K | Cut$830 |
| Dimensional Etf Trust | — | 11.4K | $367.3K | 0.2% | $6.31K | Cut−$131.7K |
| Invesco Exch Traded Fd Tr Ii | — | 3.12K | $361.4K | 0.2% | — | New |
| Ishares Tr | — | 1.91K | $347.1K | 0.2% | −$34.9K | Cut−$334.7K |
| Fidelity Merrimack Str Tr | — | 6.75K | $340.7K | 0.2% | — | New |
| Dimensional Etf Trust | — | 9.36K | $334.8K | 0.2% | $19.1K | Cut$11.2K |
| Blackrock Etf Trust | — | 10.1K | $332K | 0.2% | −$3.53K | Cut−$1.36M |
| Ishares Tr | — | 3.22K | $324.3K | 0.2% | −$3.05K | Cut−$1.81M |
| Blackrock Etf Trust | — | 7.81K | $320.8K | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 2.84K | $305.3K | 0.2% | — | New |
| Ishares Tr | — | 2.06K | $294K | 0.2% | −$12.9K | Cut−$111.1K |
| Vanguard Bd Index Fds | — | 3.67K | $283.4K | 0.1% | −$2.59K | Cut−$3.37K |
| Ishares Tr | — | 8.88K | $282.6K | 0.1% | −$1.85K | Cut−$39.7K |
| Ishares Tr | — | 1.16K | $278.6K | 0.1% | −$12K | Cut−$1.34M |
| Vanguard Bd Index Fds | — | 3.98K | $273.7K | 0.1% | −$2.95K | Cut−$6.5K |
| Procter And Gamble Co | PG | 1.85K | $267.4K | 0.1% | $2.09K | Cut−$98.2K |
| Vanguard Index Fds | — | 1.19K | $258.2K | 0.1% | $6.49K | Held |
| Vanguard Star Fds | — | 3.35K | $258.1K | 0.1% | $5.63K | Cut$5.4K |
| Ishares Tr | — | 3.4K | $256.2K | 0.1% | — | New |
| Blackrock Etf Trust | — | 7.33K | $239.7K | 0.1% | — | New |
| Vanguard Scottsdale Fds | — | 3.19K | $238.1K | 0.1% | — | New |
| Ishares Tr | — | 9.38K | $214.9K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 323 | $210.6K | 0.1% | — | New |
| Exxon Mobil Corp | — | 1.21K | $205.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.