0001085146-23-002810.txt : 20230721 0001085146-23-002810.hdr.sgml : 20230721 20230721104203 ACCESSION NUMBER: 0001085146-23-002810 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230721 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RCS Financial Planning, LLC CENTRAL INDEX KEY: 0001963347 IRS NUMBER: 823548687 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22767 FILM NUMBER: 231101448 BUSINESS ADDRESS: STREET 1: 130 ADMIRAL COCHRANE DR, STREET 2: STE 200-A CITY: ANNAPOLIS STATE: MD ZIP: 21401 BUSINESS PHONE: (410) 224-0097 MAIL ADDRESS: STREET 1: 130 ADMIRAL COCHRANE DR, STREET 2: STE 200-A CITY: ANNAPOLIS STATE: MD ZIP: 21401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001963347 XXXXXXXX 06-30-2023 06-30-2023 false RCS Financial Planning, LLC

130 ADMIRAL COCHRANE DR, STE 200-A ANNAPOLIS MD 21401

13F HOLDINGS REPORT 028-22767 000291678 801-112282 N Thaddeus Toal 410-224-0097 /s/Thaddeus Toal Annapolis MD 07-21-2023 0 48 121201337 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 377961 4870 SH SOLE 4870 0 0 APPLE INC COM 037833100 BBG001S5N8V8 2639738 13609 SH SOLE 13609 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 444971 13049 SH SOLE 13049 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 15885101 380664 SH SOLE 380664 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS HI 25434V757 BBG017156DS5 1085729 45734 SH SOLE 45734 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 1058906 43451 SH SOLE 43451 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 2257301 96219 SH SOLE 96219 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 508835 18625 SH SOLE 18625 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 5579916 229910 SH SOLE 229910 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 2093637 85524 SH SOLE 85524 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 2082912 88072 SH SOLE 88072 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 15331589 330779 SH SOLE 330779 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 3686044 118943 SH SOLE 118943 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 17462926 643202 SH SOLE 643202 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 6170777 232509 SH SOLE 232509 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 1500660 69733 SH SOLE 69733 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 5436461 211535 SH SOLE 211535 0 0 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 829537 16830 SH SOLE 16830 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 460802 4160 SH SOLE 4160 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 735885 10902 SH SOLE 10902 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 6175610 13856 SH SOLE 13856 0 0 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 3872389 85164 SH SOLE 85164 0 0 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 2088486 21890 SH SOLE 21890 0 0 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 1313302 26835 SH SOLE 26835 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 2024750 20775 SH SOLE 20775 0 0 ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 262376 3389 SH SOLE 3389 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 1116750 11974 SH SOLE 11974 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 250123 9828 SH SOLE 9828 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 649572 8739 SH SOLE 8739 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 1964225 14564 SH SOLE 14564 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1322598 12392 SH SOLE 12392 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 361113 1744 SH SOLE 1744 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 1186368 11403 SH SOLE 11403 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 973674 8943 SH SOLE 8943 0 0 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 893346 39011 SH SOLE 39011 0 0 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 1345524 7154 SH SOLE 7154 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 327151 2156 SH SOLE 2156 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 523824 11348 SH SOLE 11348 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1892953 25049 SH SOLE 25049 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 985894 13563 SH SOLE 13563 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 443684 9077 SH SOLE 9077 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1299117 4591 SH SOLE 4591 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 610187 3010 SH SOLE 3010 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 326455 1482 SH SOLE 1482 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1139500 8019 SH SOLE 8019 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 591284 14535 SH SOLE 14535 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 266668 5310 SH SOLE 5310 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1364726 29552 SH SOLE 29552 0 0