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Name: |
RCS Financial Planning LLC |
City: |
ANNAPOLIS |
State: |
MD |
Zip: |
21401 |
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data |
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Holdings
Found :
15 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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DFSD |
Dfa Dimensional Short-durat... |
3 |
- |
$0.00 |
$11,440,000 |
243,189 |
7.04% |
875,000 |
18,451 |
0.27 |
N/A |
|
DFIC |
Dfa Dimensional Internation... |
5 |
- |
$0.00 |
$9,449,000 |
353,248 |
5.81% |
3,029,000 |
101,793 |
0.039 |
N/A |
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VUG |
Vanguard Growth VIPERS |
6 |
- |
$365.85 |
$8,065,000 |
23,432 |
4.96% |
6,648,000 |
18,872 |
0.009 |
Closed - End Fund - E... |
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DFSV |
Dfa Dimensional Us Small Ca... |
7 |
- |
$0.00 |
$7,277,000 |
241,745 |
4.48% |
470,000 |
8,001 |
0.269 |
N/A |
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VTV |
Vanguard Value VIPERS |
8 |
- |
$160.00 |
$6,909,000 |
42,423 |
4.25% |
5,656,000 |
34,039 |
0.008 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
13 |
- |
$207.15 |
$2,619,000 |
15,270 |
1.61% |
-224,000 |
503 |
0 |
Personal Computers |
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VTEB |
Vanguard Tax Exempt Bond Etf |
21 |
- |
$49.95 |
$1,751,000 |
34,601 |
1.08% |
4,000 |
374 |
0.002 |
N/A |
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IVW |
ishares tr S&P 500 BARRA GR |
26 |
- |
$90.06 |
$1,531,000 |
18,133 |
0.94% |
528,000 |
4,779 |
0.004 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
34 |
- |
$106.16 |
$1,031,000 |
9,578 |
0.63% |
173,000 |
1,667 |
0.001 |
Closed - End Fund - E... |
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EMXC |
Ishares Msci Emerging Marke... |
38 |
- |
$0.00 |
$868,000 |
15,073 |
0.53% |
262,000 |
4,141 |
0.002 |
N/A |
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BND |
Vanguard Total Bond Market ETF |
43 |
- |
$71.90 |
$643,000 |
8,855 |
0.4% |
15,000 |
310 |
0.001 |
Closed - End Fund - E... |
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DFAI |
Dfa Dimensional Internation... |
49 |
- |
$0.00 |
$516,000 |
17,086 |
0.32% |
36,000 |
339 |
0.013 |
N/A |
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PG |
Procter & Gamble Co |
54 |
- |
$167.48 |
$425,000 |
2,621 |
0.26% |
41,000 |
2 |
0 |
Cleaning Products |
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DFNM |
Dfa Dimensional National Mu... |
57 |
- |
$0.00 |
$392,000 |
8,154 |
0.24% |
19,000 |
458 |
0.051 |
N/A |
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LCTU |
Blackrock Us Carbon Transit... |
60 |
- |
$0.00 |
$313,000 |
5,448 |
0.19% |
38,000 |
189 |
0.002 |
N/A |
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