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RCS Financial Planning, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

RCS Financial Planning, LLC

报告期 2026-03-31 · CIK 0001963347

持仓数

98

前50大市值合计

$172.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$26.5M

682,997

15.4%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$17.4M

412,228

10.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$16.9M

368,095

9.8%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$10.8M

303,850

6.3%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$10.4M

296,092

6.0%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$9.5M

258,740

5.5%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$7.8M

162,515

4.5%

FLDR FIDELITY MERRIMACK STR TR

LOW DURTIN ETF

$6.2M

122,905

3.6%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$5.6M

161,993

3.2%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$4.7M

94,040

2.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.4M

7,870

2.0%

AAPL APPLE INC

COM

$3.3M

13,129

1.9%

CRWD CROWDSTRIKE HLDGS INC

CL A

$3.1M

7,836

1.8%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$3.0M

29,960

1.7%

IVV ISHARES TR

CORE S&P500 ETF

$2.9M

4,475

1.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.5M

12,703

1.4%

MUB ISHARES TR

NATIONAL MUN ETF

$2.5M

23,315

1.4%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$2.3M

50,683

1.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$2.1M

32,733

1.2%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$1.6M

68,418

0.9%

ESGU ISHARES TR

ESG AWR MSCI USA

$1.5M

10,641

0.9%

QUAL ISHARES TR

MSCI USA QLT FCT

$1.4M

7,550

0.8%

SUB ISHARES TR

SHRT NAT MUN ETF

$1.4M

13,286

0.8%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$1.3M

16,461

0.7%

IUSB ISHARES TR

CORE UNIVRSL USD

$1.3M

27,868

0.7%

SUSC ISHARES TR

ESG AWRE USD ETF

$1.3M

54,099

0.7%

FSEC FIDELITY MERRIMACK STR TR

INVESTMENT GR SE

$1.2M

27,082

0.7%

EFV ISHARES TR

EAFE VALUE ETF

$1.2M

15,846

0.7%

LCTU BLACKROCK ETF TRUST

ISHARES US CARBO

$1.1M

16,333

0.7%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$1.1M

18,157

0.6%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.0M

9,099

0.6%

IVE ISHARES TR

S&P 500 VAL ETF

$1.0M

4,854

0.6%

EAGG ISHARES TR

ESG AWR US AGRGT

$976.3K

20,532

0.6%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$955.6K

24,229

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$949.2K

2,959

0.5%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$940.0K

37,981

0.5%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$934.8K

27,607

0.5%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$918.8K

16,999

0.5%

FDEV FIDELITY COVINGTON TRUST

INTL MULTIFACTOR

$915.7K

25,664

0.5%

IEMG ISHARES INC

CORE MSCI EMKT

$881.6K

12,639

0.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$874.0K

30,002

0.5%

IEFA ISHARES TR

CORE MSCI EAFE

$865.3K

9,558

0.5%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$831.1K

2,781

0.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$814.9K

7,376

0.5%

FDRR FIDELITY COVINGTON TRUST

DIVID ETF RISI

$810.4K

13,782

0.5%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$800.2K

34,461

0.5%

EFG ISHARES TR

EAFE GRWTH ETF

$780.7K

7,010

0.5%

FCOR FIDELITY MERRIMACK STR TR

CORP BOND ETF

$756.0K

15,981

0.4%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$738.7K

15,374

0.4%

FIVA FIDELITY COVINGTON TRUST

INT VL FCT ETF

$715.3K

20,548

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

DFAC15.4%DFCF10.1%FBND9.8%DFIC6.3%DFSV6.0%DUHP5.5%