Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFCF) | 465,427 | -76,454 | $19,525 |
DFCF | 465,427 | -76,454 | $19,525 |
DIMENSIONAL ETF TRUST (DFAC) | 524,624 | -114,552 | $16,762 |
DFAC | 524,624 | -114,552 | $16,762 |
DIMENSIONAL ETF TRUST (DFSD) | 243,189 | +18,451 | $11,440 |
DFSD | 243,189 | +18,451 | $11,440 |
ISHARES TR (IVV) | 18,093 | -11,624 | $9,512 |
IVV | 18,093 | -11,624 | $9,512 |
DIMENSIONAL ETF TRUST (DFIC) | 353,248 | +101,793 | $9,449 |
DFIC | 353,248 | +101,793 | $9,449 |
VANGUARD INDEX FDS (VUG) | 23,432 | +18,872 | $8,065 |
VUG | 23,432 | +18,872 | $8,065 |
DIMENSIONAL ETF TRUST (DFSV) | 241,745 | +8,001 | $7,277 |
DFSV | 241,745 | +8,001 | $7,277 |
VANGUARD INDEX FDS (VTV) | 42,423 | +34,039 | $6,909 |
VTV | 42,423 | +34,039 | $6,909 |
DIMENSIONAL ETF TRUST (DUHP) | 189,173 | -42,880 | $5,980 |
DUHP | 189,173 | -42,880 | $5,980 |
ISHARES TR (IUSB) | 124,280 | -19,343 | $5,666 |
IUSB | 124,280 | -19,343 | $5,666 |
ISHARES TR (IAGG) | 62,625 | +62,625 | $3,128 |
IAGG | 62,625 | +62,625 | $3,128 |
ISHARES TR (EFV) | 54,382 | -3,796 | $2,958 |
EFV | 54,382 | -3,796 | $2,958 |
APPLE INC | 15,270 | +503 | $2,618 |
AAPL | 15,270 | +503 | $2,618 |
DIMENSIONAL ETF TRUST (DFAE) | 102,202 | -3,708 | $2,526 |
DFAE | 102,202 | -3,708 | $2,526 |
DIMENSIONAL ETF TRUST (DFAU) | 66,902 | -27,817 | $2,445 |
DFAU | 66,902 | -27,817 | $2,445 |
ISHARES TR (QUAL) | 14,110 | -7,141 | $2,319 |
QUAL | 14,110 | -7,141 | $2,319 |
DIMENSIONAL ETF TRUST (DISV) | 84,437 | -12,969 | $2,296 |
DISV | 84,437 | -12,969 | $2,296 |
DIMENSIONAL ETF TRUST (DIHP) | 79,779 | -10,696 | $2,149 |
DIHP | 79,779 | -10,696 | $2,149 |
ISHARES TR (EFG) | 19,036 | -1,257 | $1,976 |
EFG | 19,036 | -1,257 | $1,976 |
VANGUARD BD INDEX FDS (BSV) | 22,912 | -12 | $1,757 |
BSV | 22,912 | -12 | $1,757 |
VANGUARD MUN BD FDS (VTEB) | 34,601 | +374 | $1,751 |
VTEB | 34,601 | +374 | $1,751 |
BLACKROCK ETF TRUST (DYNF) | 38,455 | +38,455 | $1,707 |
DYNF | 38,455 | +38,455 | $1,707 |
VANGUARD BD INDEX FDS (BLV) | 23,374 | +23,374 | $1,691 |
BLV | 23,374 | +23,374 | $1,691 |
VANGUARD SCOTTSDALE FDS (VMBS) | 36,209 | +36,209 | $1,651 |
VMBS | 36,209 | +36,209 | $1,651 |
VANGUARD TAX MANAGED FDS (VEA) | 31,528 | -1,763 | $1,582 |
VEA | 31,528 | -1,763 | $1,582 |
ISHARES TR (IVW) | 18,133 | +4,779 | $1,531 |
IVW | 18,133 | +4,779 | $1,531 |
DIMENSIONAL ETF TRUST (DFAR) | 67,732 | -14,116 | $1,515 |
DFAR | 67,732 | -14,116 | $1,515 |
ISHARES TR (IVE) | 8,003 | +8,003 | $1,495 |
IVE | 8,003 | +8,003 | $1,495 |
MARSH & MCLENNAN COS INC | 6,905 | +1 | $1,422 |
MMC | 6,905 | +1 | $1,422 |
ISHARES TR (ESGU) | 11,325 | -5,744 | $1,302 |
ESGU | 11,325 | -5,744 | $1,302 |
DIMENSIONAL ETF TRUST (DFEM) | 48,359 | +48,359 | $1,233 |
DFEM | 48,359 | +48,359 | $1,233 |
DIMENSIONAL ETF TRUST (DEHP) | 44,303 | -6,264 | $1,100 |
DEHP | 44,303 | -6,264 | $1,100 |
ISHARES TR (MBB) | 11,346 | -6,890 | $1,049 |
MBB | 11,346 | -6,890 | $1,049 |
ISHARES TR (MUB) | 9,578 | +1,667 | $1,031 |
MUB | 9,578 | +1,667 | $1,031 |
DIMENSIONAL ETF TRUST (DFEV) | 39,676 | -5,835 | $1,030 |
DFEV | 39,676 | -5,835 | $1,030 |
ISHARES TR (IYW) | 7,559 | -3,072 | $1,021 |
IYW | 7,559 | -3,072 | $1,021 |
ISHARES TR (OEF) | 3,979 | -3,924 | $984 |
OEF | 3,979 | -3,924 | $984 |
ISHARES INC (EMXC) | 15,073 | +4,141 | $868 |
EMXC | 15,073 | +4,141 | $868 |
VANGUARD INDEX FDS (VV) | 3,010 | UNCH | $722 |
VV | 3,010 | UNCH | $722 |
ISHARES TR (TLT) | 7,479 | -5,736 | $708 |
TLT | 7,479 | -5,736 | $708 |
ISHARES TR (IEFA) | 9,421 | -2 | $699 |
IEFA | 9,421 | -2 | $699 |
ISHARES TR (SUB) | 6,165 | -148 | $646 |
SUB | 6,165 | -148 | $646 |
VANGUARD BD INDEX FDS (BND) | 8,855 | +310 | $643 |
BND | 8,855 | +310 | $643 |
VANGUARD INDEX FDS (VTI) | 2,471 | -4 | $642 |
VTI | 2,471 | -4 | $642 |
VANGUARD WELLINGTON FD (VTES) | 5,942 | UNCH | $598 |
VTES | 5,942 | UNCH | $598 |
DIMENSIONAL ETF TRUST (DCOR) | 10,082 | +10,082 | $591 |
DCOR | 10,082 | +10,082 | $591 |
ISHARES INC (IEMG) | 10,488 | -9,512 | $541 |
IEMG | 10,488 | -9,512 | $541 |
DIMENSIONAL ETF TRUST (DFGX) | 9,823 | +9,823 | $521 |
DFGX | 9,823 | +9,823 | $521 |
DIMENSIONAL ETF TRUST (DFAI) | 17,086 | +339 | $516 |
DFAI | 17,086 | +339 | $516 |
CSX CORP | 13,184 | UNCH | $489 |
CSX | 13,184 | UNCH | $489 |
See Full List: All Stocks Held By RCS Financial Planning LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By RCS Financial Planning LLC
Size ($ in 1000's)
At 03/31/2024: $162,493 At 12/31/2023: $152,848 RCS Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RCS Financial Planning LLC 13F filings. Link to 13F filings: SEC filings |