Rcs Financial Planning, LLC Portfolio Holdings by Sector
Rcs Financial Planning, LLC
- $180 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFCF DFAC DFSD DFIC IVV IUSB DFSV DUHP 55 stocks |
$170 Million
95.81% of portfolio
|
  27  
|
  26  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.52 Million
1.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1.54 Million
0.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$650,390
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$455,244
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$453,957
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$353,171
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$248,052
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$213,223
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|