Rcs Financial Planning, LLC Reduced Holdings in Q3 2024

Rcs Financial Planning, LLC

  • $180 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-10.2K
- 63.09%
$49.77 - $51.95 $506K - $528K
5.95K $308M
IEMG
Ishares Inc

ETFs
-6.14K
- 36.05%
$53.64 - $53.64 $329K - $329K
10.9K $625M
VUG
Vanguard Growth ETF

ETFs
-835
- 9.05%
$341.08 - $391.94 $285K - $327K
8.39K $3.22B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.31K
- 7.17%
$520.18 - $576.82 $679K - $753K
16.9K $9.74B
VTV
Vanguard Value ETF

ETFs
-1.71K
- 11.64%
$159.75 - $174.57 $273K - $298K
13K $2.26B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.41K
- 17.37%
$89.91 - $101.33 $127K - $143K
6.71K $658M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.87K
- 5.67%
$84.77 - $97.13 $158K - $182K
31.1K $2.98B
IYW
Ishares Dj Us Tech ETF

ETFs
-531
- 6.29%
$133.16 - $158.73 $70.7K - $84.3K
7.91K $1.2B
HON
Honeywell International Inc

Industrials
-285
- 19.19%
$196.73 - $220.21 $56.1K - $62.8K
1.2K $248M
Dimensional ETF Trust
-1.44K
- 17.02%
N/A
7.01K $379M
MUB
Ishares National Muni Bond ETF

ETFs
-818
- 5.63%
$106.13 - $108.7 $86.8K - $88.9K
13.7K $1.49B
AVUV
American Centy ETF Tr Avantis

ETFs
-848
- 16.56%
$88.24 - $99.7 $74.8K - $84.5K
4.27K $410M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-887
- 17.83%
$60.84 - $67.51 $54K - $59.9K
4.09K $276M
DFAI
Dimensional ETF Tr

ETFs
-1.76K
- 9.15%
$28.69 - $32.06 $50.6K - $56.5K
17.5K $556M
MSFT
Microsoft Corp

Technology
-3
- 0.36%
$395.15 - $467.56 $1.19K - $1.4K
821 $353M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-476
- 8.58%
$56.29 - $62.74 $26.8K - $29.9K
5.07K $318M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-452
- 4.91%
$45.2 - $47.87 $20.4K - $21.6K
8.75K $416M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-21
- 1.94%
$434.77 - $502.96 $9.13K - $10.6K
1.06K $518M
OEF
Ishares S&P 100 ETF

ETFs
-170
- 4.32%
$266.03 - $266.03 $45.2K - $45.2K
3.76K $1.04B
XOM
Exxon Mobil Corp

Energy
-12
- 0.66%
$109.72 - $119.0 $1.32K - $1.43K
1.82K $213M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-388
- 1.98%
$24.27 - $27.34 $9.42K - $10.6K
19.2K $515M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-302
- 1.51%
$25.73 - $28.81 $7.77K - $8.7K
19.6K $559M
VTI
Vanguard Total Stock Market Et

ETFs
-51
- 2.18%
$255.18 - $283.2 $13K - $14.4K
2.29K $650M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-303
- 3.46%
$113.45 - $126.18 $34.4K - $38.2K
8.47K $1.07B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-67
- 0.65%
$41.9 - $48.26 $2.81K - $3.23K
10.2K $487M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-224
- 0.65%
$25.23 - $27.94 $5.65K - $6.26K
34.2K $948M
DFAU
Dimensional ETF Tr

ETFs
-2.63K
- 3.97%
$35.8 - $39.69 $94.3K - $105K
63.8K $2.53B
VEA
Vanguard Ftse Developed Market

ETFs
-914
- 2.77%
$47.6 - $53.31 $43.5K - $48.7K
32K $1.69B
DISV
Dimensional ETF Tr Dimensional

ETFs
-615
- 1.4%
$26.06 - $29.18 $16K - $17.9K
43.3K $1.26B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1
- 0.01%
$210.25 - $231.86 $210 - $232
6.9K $1.54B
AAPL
Apple Inc.

Technology
-162
- 1.06%
$207.23 - $234.82 $33.6K - $38K
15.1K $3.52B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-462
- 0.47%
$21.91 - $26.03 $10.1K - $12K
98.1K $2.52B
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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