Institutional Fund
Rcs Financial Planning, LLC
Annapolis, MDCIK 19633475 filings on record
Portfolio Value
$192.77M
Q1 2026
Holdings
98
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-16.9%
from $232.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust13.8%
- Dimensional ETF Trust9.0%
- Fidelity Merrimack Str Tr8.7%
- Dimensional ETF Trust5.6%
- Dimensional ETF Trust5.4%
- Dimensional ETF Trust4.9%
- Other52.5%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 683.0K | $26.54M | 13.8% | −23.4K | Reduced |
| 2 | Dimensional ETF Trust | 412.2K | $17.40M | 9.0% | +8.9K | Added |
| 3 | Fidelity Merrimack Str Tr | 368.1K | $16.86M | 8.7% | +14.3K | Added |
| 4 | Dimensional ETF Trust | 303.9K | $10.80M | 5.6% | −7.6K | Reduced |
| 5 | Dimensional ETF Trust | 296.1K | $10.38M | 5.4% | +2.7K | Added |
| 6 | Dimensional ETF Trust | 258.7K | $9.51M | 4.9% | −7.8K | Reduced |
| 7 | Dimensional ETF Trust | 162.5K | $7.78M | 4.0% | +3.4K | Added |
| 8 | Fidelity Merrimack Str Tr | 122.9K | $6.17M | 3.2% | +1.7K | Added |
| 9 | Dimensional ETF Trust | 162.0K | $5.60M | 2.9% | −2.7K | Reduced |
| 10 | Vanguard Mun Bd Fds | 94.0K | $4.69M | 2.4% | −4.3K | Reduced |
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