RCS Financial Planning, LLC
CIK 0001963347 · ANNAPOLIS, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$211.2M
2026 Q2
Positions
102
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
14.7%
DFCF
DIMENSIONAL ETF TRUST
8.3%
FBND
FIDELITY MERRIMACK STR TR
8.0%
DFSV
DIMENSIONAL ETF TRUST
5.5%
DFIC
DIMENSIONAL ETF TRUST
5.4%
DUHP
DIMENSIONAL ETF TRUST
5.3%
DFSD
DIMENSIONAL ETF TRUST
3.6%
DFEM
DIMENSIONAL ETF TRUST
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.