Rcs Financial Planning, LLC Portfolio Holdings by Sector
Rcs Financial Planning, LLC
- $232 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFCF FBND DFIC DUHP DFSV IVV DFSD 72 stocks |
$213 Million
94.79% of portfolio
|
  41  
|
  29  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD MSFT 2 stocks |
$4.12 Million
1.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.03 Million
1.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1.24 Million
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1 Million
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$478,138
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$365,584
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
|
Semiconductors | Technology
NVDA 1 stocks |
$237,467
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$216,555
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|