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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged 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
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 39 - $243.09 $722,000 3,010 0.44% 65,000 0 0.002    Closed - End Fund - E...
   (VTES)1 Year Chart         VTES Vanguard Short-term Tax-exe... 45 - $0.00 $598,000 5,942 0.37% -5,000 0 0.066    N/A
   (CSX)1 Year Chart         CSX CSX Corp 51 - $33.52 $489,000 13,184 0.3% 32,000 0 0    Railroads
   (HON)1 Year Chart         HON Honeywell International Inc 61 - $205.97 $305,000 1,485 0.19% -6,000 0 0    Conglomerates

      4 Records Found
  1    
Page 1 of 1
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