Rcs Financial Planning, LLC Purchases in Q4 2024

Rcs Financial Planning, LLC

  • $188 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
285K
New
$44.87 - $46.86 $12.8M - $13.3M
285K $12.8B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
97.1K
New
$49.93 - $50.24 $4.85M - $4.88M
97.1K $4.87B
AVDV
American Centy ETF Tr Avantis

ETFs
33.7K
New
$63.85 - $70.4 $2.15M - $2.37M
33.7K $2.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
40.6K
+ 6.02%
$33.92 - $36.6 $1.38M - $1.48M
715K $24.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.2K
+ 86.45%
$49.79 - $51.14 $1.56M - $1.6M
67.4K $3.38B
MUB
Ishares National Muni Bond ETF

ETFs
11.9K
+ 86.86%
$105.78 - $108.7 $1.26M - $1.29M
25.6K $2.73B
VTI
Vanguard Total Stock Market Et

ETFs
3.43K
+ 149.65%
$280.04 - $302.45 $960K - $1.04M
5.72K $1.66B
Dimensional ETF Trust
16.5K
New
N/A
16.5K $870M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.33K
New
$201.32 - $217.44 $670K - $724K
3.33K $689M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.22K
+ 19.13%
$176.42 - $186.91 $568K - $601K
20K $3.57B
AAPL
Apple Inc.

Technology
35
+ 0.23%
$221.69 - $259.02 $7.76K - $9.07K
15.1K $3.79B
IAU
Ishares Gold Trust

ETFs
5.37K
New
$48.37 - $52.65 $260K - $283K
5.37K $266M
Dimensional ETF Trust
4.82K
New
N/A
4.82K $255M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.3K
New
$74.5 - $78.37 $246K - $259K
3.3K $247M
BNDX
Vanguard Total International B

ETFs
5.13K
+ 74.91%
$48.91 - $50.61 $251K - $260K
12K $588M
IVW
Ishares S&P 500 Growth ETF

ETFs
614
+ 1.98%
$94.43 - $105.47 $58K - $64.8K
31.7K $3.22B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19.5K
+ 222.6%
$22.63 - $47.53 $441K - $926K
28.2K $641M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.24K
New
$99.04 - $109.59 $222K - $246K
2.24K $223M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16K
+ 15.63%
$26.16 - $28.82 $418K - $461K
118K $3.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10K
New
$18.41 - $40.87 $184K - $409K
10K $185M
EFG
Msci Eafe Growth ETF

ETFs
4.38K
+ 19.67%
$96.83 - $106.88 $424K - $468K
26.6K $2.58B
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.26K
+ 3.03%
$33.62 - $35.69 $244K - $259K
247K $8.33B
AVUV
American Centy ETF Tr Avantis

ETFs
1.77K
+ 41.5%
$94.37 - $106.41 $167K - $189K
6.05K $584M
VGT
Vanguard Information Technolog

ETFs
216
+ 37.63%
$571.78 - $647.97 $124K - $140K
790 $491M
SUB
Ishares Short Term National Mu

ETFs
1.43K
+ 21.08%
$104.94 - $106.2 $150K - $152K
8.21K $866M
OEF
Ishares S&P 100 ETF

ETFs
177
+ 4.71%
N/A
3.94K $1.14B
VB
Vanguard Small Cap ETF

ETFs
196
+ 21.97%
$233.76 - $261.58 $45.8K - $51.3K
1.09K $261M
Vanguard Wellington Fd
496
+ 7.1%
N/A
7.49K $750M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 2.82%
$481.22 - $538.17 $14.4K - $16.1K
1.09K $558M
Dimensional ETF Trust
170
+ 1.69%
N/A
10.3K $658M
Dimensional ETF Trust
353
+ 5.03%
N/A
7.37K $385M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
117
+ 1.35%
$47.65 - $48.6 $5.58K - $5.69K
8.77K $419M
MSFT
Microsoft Corp

Technology
11
+ 1.34%
$406.35 - $454.46 $4.47K - $5K
832 $351M
VEA
Vanguard Ftse Developed Market

ETFs
3K
+ 9.36%
$47.57 - $52.44 $143K - $157K
35K $1.67B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
359
+ 3.53%
$44.04 - $49.49 $15.8K - $17.8K
10.5K $464M
CSX
Csx Corp

Industrials
8
+ 0.06%
$31.58 - $36.88 $253 - $295
13.2K $426M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
90
+ 0.47%
$24.74 - $27.68 $2.23K - $2.49K
19.3K $477M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.54K
+ 6.83%
$55.45 - $61.08 $85.4K - $94.1K
24.1K $1.34B
TLT
Ishares Barclays 20+ Year Trea

ETFs
26
+ 0.39%
$87.1 - $98.49 $2.26K - $2.56K
6.73K $588M
DISV
Dimensional ETF Tr Dimensional

ETFs
101
+ 0.23%
$26.18 - $28.77 $2.64K - $2.91K
43.4K $1.15B
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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