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  Name: RCS Financial Planning LLC
  City: ANNAPOLIS
  State: MD
  Zip: 21401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,494,000
  Total Value Change : $9,646,000
  Securities Held Change : 6
   
All Securities Held : 69
  New Positions : 13
  Closed Positions : 7
  Increased Positions : 16
  Unchanged Positions : 4
  Decreased Positions : 36

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 11 New $0.00 $3,128,000 62,625 1.92% 3,128,000 62,625 0.07    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 22 New $45.62 $1,707,000 38,455 1.05% 1,707,000 38,455 0.427    N/A
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 23 New $69.43 $1,691,000 23,374 1.04% 1,691,000 23,374 0.036    Closed - End Fund - Debt
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 24 New $44.71 $1,651,000 36,209 1.02% 1,651,000 36,209 0.004    Closed - End Fund - Debt
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 28 New $182.12 $1,495,000 8,003 0.92% 1,495,000 8,003 0.006    Closed - End Fund - E...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 31 New $0.00 $1,233,000 48,359 0.76% 1,233,000 48,359 0.047    N/A
   (DCOR)1 Year Chart         DCOR Dimensional Us Core Equity ... 46 New $0.00 $591,000 10,082 0.36% 591,000 10,082 0.112    N/A
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 48 New $0.00 $521,000 9,823 0.32% 521,000 9,823 0.109    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 53 New $0.00 $455,000 13,033 0.28% 455,000 13,033 0.002    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 59 New $0.00 $356,000 6,780 0.22% 356,000 6,780 0.008    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 67 New $114.86 $223,000 1,919 0.14% 223,000 1,919 0    Integrated Oil & Gas
   (MSFT)1 Year Chart         MSFT Microsoft Corp 68 New $430.32 $220,000 523 0.14% 220,000 523 0    Application Software
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 69 New $221.30 $200,000 877 0.12% 200,000 877 0    Closed - End Fund - E...
      13 Records Found
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