Titelia

Holdings of RCS Financial Planning, LLC

77 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 65.6 % of the equity sleeve

Sector breakdown

  • Technology 4.3 %
  • Funds 4.2 %
  • Industrials 0.4 %
  • Consumer staples 0.2 %
  • Energy 0.1 %
  • Unattributed 90.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US77150.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 682,99726.5M $
2Dimensional ETF Trust 412,22817.4M $
3Fidelity Total Bond ETF 368,09516.9M $
4Dimensional International Core 303,85010.8M $
5Dimensional ETF Trust 258,7409.5M $
6Vanguard Tax-Exempt Bond Index ETF 94,0404.7M $
7Vanguard Growth ETF 7,8703.4M $
8Apple Inc 13,1293.3M $
9Crowdstrike Holdings Inc 7,8363.1M $
10Avantis International Small Cap Value ETF 29,9603M $
11iShares Core S&P 500 ETF 4,4752.9M $
12Vanguard Value ETF 12,7032.5M $
13iShares National Muni Bond ETF 23,3152.5M $
14Vanguard FTSE Developed Markets ETF 32,7332.1M $
15Dimensional ETF Trust 68,4181.6M $
16iShares ESG Aware MSCI USA ETF 10,6411.5M $
17iShares Trust 7,5501.4M $
18iShares Short-Term National Muni Bond ETF 13,2861.4M $
19Vanguard Short-term Bond Etf 16,4611.3M $
20iShares Trust 27,8681.3M $
21iShares Trust 15,8461.2M $
22BlackRock ETF Trust 18,1571.1M $
23iShares Trust 9,0991M $
24iShares Trust 4,8541M $
25iShares ESG Aware U.S. Aggregate Bond ETF 20,532976.3K $
26Dimensional International Smal 24,229955.6K $
27Vanguard Total Stock Market ETF 2,959949.2K $
28Schwab International Equity ETF 37,981940K $
29Dimensional ETF Trust 27,607934.8K $
30Vanguard International Equity Index Funds 16,999918.8K $
31iShares Core MSCI Emerging Markets ETF 12,639881.6K $
32Schwab Strategic Trust 30,002874K $
33iShares Core MSCI EAFE ETF 9,558865.3K $
34Vanguard Large-Cap ETF 2,781831.1K $
35American Century ETF Trust 7,376814.9K $
36Schwab U.S. Aggregate Bond ETF 34,461800.2K $
37iShares MSCI EAFE Growth ETF 7,010780.7K $
38Fidelity Corporate Bond ETF 15,981756K $
39Vanguard Charlotte Funds 15,374738.7K $
40Fidelity Covington Trust 20,548715.3K $
41iShares ESG MSCI KLD 400 ETF 5,598678.4K $
42Vanguard Short-Term Tax-Exempt Bond ETF 6,656673.2K $
43iShares Trust 12,527626.9K $
44Dimensional ETF Trust 15,714612.2K $
45iShares ESG Aware MSCI EAFE ETF 6,210593.8K $
46Ishares S&p 100 Etf 1,858590.9K $
47Invesco S&P 500 Momentum ETF 5,203583.3K $
48Fidelity Covington Trust 10,310569.5K $
49Vanguard Small-Cap ETF 2,137559.7K $
50Avantis US Equity ETF 5,031559.4K $
51CSX Corp 13,050535.7K $
52Vanguard Scottsdale Funds 11,353533K $
53J P Morgan Exchange Traded Fund Trust 9,113490K $
54Schwab 1-5 Year Corporate Bond ETF 19,241475.7K $
55BlackRock ETF Trust 12,311445.9K $
56SELECT SECTOR SPDR TRUST (THE) 3,130416K $
57Dimensional ETF Trust 11,633415.4K $
58State Street SPDR Portfolio Emerging Markets ETF 8,497398.6K $
59DFA Dimensional Emerging Mkts High Proftblty ETF 11,197378.3K $
60iShares U.S. Technology ETF 1,913347.1K $
61Fidelity Merrimack Street Trust 6,749340.7K $
62Dimensional Emerging Markets V 9,357334.8K $
63iShares Trust 3,220324.3K $
64BlackRock ETF Trust 7,812320.8K $
65Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 2,843305.3K $
66iShares Core S&P Total U.S. Stock Market ETF 2,064294K $
67Vanguard Bond Index Funds 3,672283.4K $
68iShares MSCI USA Momentum Factor ETF 1,161278.6K $
69Vanguard Bond Index Funds 3,980273.7K $
70Procter & Gamble Co/The 1,851267.4K $
71Vanguard Index Funds 1,189258.2K $
72Vanguard Total International S 3,347258.1K $
73iShares Defense Industrials Ac 7,327239.7K $
74Vanguard Scottsdale Funds 3,186238.1K $
75iShares Trust 9,380214.9K $
76State Street SPDR S&P 500 ETF Trust 323210.6K $
77Exxon Mobil Corp 1,213205.8K $