Rcs Financial Planning, LLC Portfolio Holdings by Sector
Rcs Financial Planning, LLC
- $189 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF FBND DFIC IVV DFSD DUHP DFSV 63 stocks |
$179 Million
95.93% of portfolio
|
  33  
|
  29  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.33 Million
1.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1.68 Million
0.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.19 Million
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$434,230
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$388,505
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$300,051
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$253,888
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|