Rcs Financial Planning, LLC Portfolio Holdings by Sector
Rcs Financial Planning, LLC
- $226 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFCF FBND DFIC DUHP DFSV IVV DFSD 71 stocks |
$206 Million
94.44% of portfolio
|
  40  
|
  26  
|
  6  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD MSFT 2 stocks |
$4.32 Million
1.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.79 Million
1.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1.39 Million
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.06 Million
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$468,377
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$391,500
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Conglomerates | Industrials
HON 1 stocks |
$251,548
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$237,577
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$201,720
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|