Rcs Financial Planning, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 69 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 $25.6B, Dimensional ETF Tr U S Core Eq with a value of $21.1B, Dimensional ETF Tr Short Durat with a value of $12.2B, Dimensional ETF Tr Dimensional with a value of $10.7B, and Ishares Core S&P 500 ETF with a value of $9.96B.

Examining the 13F form we can see an increase of $7.1B in the current position value, from $162B to 170B.

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 $170 Billion
ETFs: $161 Billion
Technology: $3.58 Billion
Financial Services: $1.46 Billion
Industrials: $758 Million
Consumer Defensive: $432 Million
Energy: $211 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $170 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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