Rcs Financial Planning, LLC Portfolio Holdings

Rcs Financial Planning, LLC

  • $180 Billion
  • Q3 2024

Rcs Financial Planning, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $28.2B, Dimensional ETF Tr U S Core Eq with a value of $23.1B, Dimensional ETF Tr Short Durat with a value of $12.5B, Dimensional ETF Tr Dimensional with a value of $11.6B, and Ishares Core S&P 500 ETF with a value of $9.74B.

Examining the 13F form we can see an increase of $10.5B in the current position value, from $170B to 180B.

Rcs Financial Planning, LLC is based out at Annapolis, MD

Below you can find more details about Rcs Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $180 Billion
ETFs: $171 Billion
Technology: $3.87 Billion
Financial Services: $1.54 Billion
Industrials: $703 Million
Consumer Defensive: $454 Million
Energy: $213 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$111B
$1.54 Billion 0.86% of portfolio
6,904
Q3 2024 Reduced 0.01%
$74.8B
$455 Million 0.25% of portfolio
13,184
Q4 2023 Added 1.07%
$146B
$248 Million 0.14% of portfolio
1,200
Q3 2024 Reduced 19.19%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $180 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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