RCS Financial Planning, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$180M
Signature - Title
Thaddeus Toal - President
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by RCS Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RCS Financial Planning, LLC reported 68 stock holdings with total value $180M as of Q3 2024. Top holdings included DFCF, DFAC, DFSD, DFIC, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 68 $180M +$6.54M -$4.9M +$1.64M DFCF, DFAC, DFSD, DFIC, IVV 13F-HR 10/22/2024, 10:49 AM
Q2 2024 69 $170M +$25.6M -$20.3M +$5.33M DFCF, DFAC, DFSD, DFIC, IVV 13F-HR 7/19/2024, 05:33 PM
Q1 2024 69 $162M +$30.3M -$27.2M +$3.13M DFCF, DFAC, DFSD, IVV, DFIC 13F-HR 4/26/2024, 03:58 PM
Q4 2023 63 $153M +$17.9M -$6.7M +$11.2M DFCF, DFAC, IVV, DFSD, DFSV 13F-HR 2/7/2024, 05:38 PM
Q3 2023 60 $131M +$20.4M -$7.02M +$13.4M DFCF, DFAC, DFSD, IVV, DUHP 13F-HR 11/2/2023, 09:25 PM
Q2 2023 48 $121M +$8.01M -$2.84M +$5.17M DFAC, DFCF, DFSD, IVV, DUHP 13F-HR 7/21/2023, 10:42 AM
Q1 2023 48 $113M +$9M -$3.82M +$5.18M DFAC, DFCF, DFSD, DFIC, DUHP 13F-HR 4/26/2023, 07:34 PM
Q4 2022 51 $103M $0 $0 DFCF, DFAC, DFSD, DFIC, DUHP 13F-HR 1/27/2023, 05:59 PM