Rcs Financial Planning, LLC Portfolio Holdings by Sector
Rcs Financial Planning, LLC
- $188 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFCF FBND DFIC IVV DFSV DFSD DUHP 63 stocks |
$176 Million
95.44% of portfolio
|
  32  
|
  31  
|
  8  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.79 Million
2.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.66 Million
0.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$1.47 Million
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$427,172
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$425,706
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$350,610
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$271,068
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|