StockDriftsStockDriftsTop 50 RCS Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.77% | 683.0K | $26.5M | -3.31%(-23.41K) | $26.66(+62.09%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 9.03% | 412.2K | $17.4M | +2.20%(+8.87K) | $41.47(+1.87%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.75% | 368.1K | $16.9M | +4.05%(+14.33K) | $45.75(-0.53%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.6% | 303.9K | $10.8M | -2.44%(-7.61K) | $23.23(+63.91%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 5.38% | 296.1K | $10.4M | +0.93%(+2.72K) | $25.29(+45.28%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.93% | 258.7K | $9.5M | -2.94%(-7.85K) | $25.98(+53.60%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.04% | 162.5K | $7.8M | +2.15%(+3.42K) | $46.31(+3.41%) | 2026-03-31 | |
| FLDR | FIDELITY MERRIMACK STR TR | 3.2% | 122.9K | $6.2M | +1.41%(+1.71K) | $50.09(+0.11%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.9% | 162.0K | $5.6M | -1.64%(-2.69K) | $26.58(+52.04%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.43% | 94.0K | $4.7M | -4.33%(-4.26K) | $49.66(+0.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.11% | +29.91% |
| Top 20 Holdings Unweighted | +10.44% | +34.70% |
Sign up free to track RCS Financial Planning, LLC, compare funds side by side, and get alerts the moment positions change.