RCS Financial Planning, LLC
CIK 1963347 · Holdings on Sep 30, 2026 · First reported Oct 14, 2026
Top ten holdings
Q3 2026- DFAC19.75%
- IEI5.98%
- DFIC5.45%
- DFCF4.49%
- DFEM4.00%
- CRWD3.70%
- SCHR3.24%
- TIP3.23%
- FBND3.18%
- DXIV2.41%
Share classes counted separately55.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +5.08 pp14.67% → 19.75%Shares +122.28K (+17.50%)
- FBNDWeight decreased · -4.85 pp8.03% → 3.18%Shares -236.32K (-63.62%)
- DFCFWeight decreased · -3.78 pp8.27% → 4.49%Shares -207.38K (-50.09%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $36.49M | 19.75% | 820.91K shares | 14.67% → 19.75%+5.08 pp +122.28K (+17.50%) | Added | ↗▾ |
| 02 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $11.04M | 5.98% | 97.35K shares | Prior unavailable +97.35K | New | ↗▾ |
| 03 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $10.06M | 5.45% | 267.52K shares | 5.42% → 5.45%+0.03 pp -39.44K (-12.85%) | Reduced | ↗▾ |
| 04 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $8.29M | 4.49% | 206.60K shares | 8.27% → 4.49%-3.78 pp -207.38K (-50.09%) | Reduced | ↗▾ |
| 05 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $7.38M | 4.00% | 185.82K shares | 2.99% → 4.00%+1.01 pp +30.31K (+19.49%) | Added | ↗▾ |
| 06 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $6.83M | 3.70% | 25.80K shares | 2.39% → 3.70%+1.31 pp +19.19K (+290.38%) | Added | ↗▾ |
| 07 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $5.99M | 3.24% | 252.91K shares | Prior unavailable +252.91K | New | ↗▾ |
| 08 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $5.97M | 3.23% | 57.42K shares | Prior unavailable +57.42K | New | ↗▾ |
| 09 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $5.87M | 3.18% | 135.15K shares | 8.03% → 3.18%-4.85 pp -236.32K (-63.62%) | Reduced | ↗▾ |
| 10 | DXIVDIMENSIONAL INTR VTOR E ETFINTL VEC EQU ETF View history and evidence | $4.44M | 2.41% | 61.70K shares | Prior unavailable +61.70K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFSV DIMENSIONAL US SMALL CAP VAL | Non-derivative | -301,701 | -$11.70M | SEC filing ↗ | SEC filing ↗ |
| DUHP DIMENSIONAL US HIGH PROFI ET | Non-derivative | -266,126 | -$11.11M | SEC filing ↗ | SEC filing ↗ |
| FSEC FIDELITY INVEST GRD SECUR | Non-derivative | -27,097 | -$1.19M | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1963347 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 184738771
}Research all 88 reported holdings.
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