0001085146-23-000429.txt : 20230130 0001085146-23-000429.hdr.sgml : 20230130 20230127175923 ACCESSION NUMBER: 0001085146-23-000429 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230130 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: 23564610 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 12-31-2022 12-31-2022 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 01-27-2023 0 51 102939253 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 1759252 13540 SH SOLE 13540 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 404103 13044 SH SOLE 13044 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 14876362 358294 SH SOLE 358294 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS HI 25434V757 BBG017156DS5 843431 37941 SH SOLE 37941 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 797232 35260 SH SOLE 35260 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 1985191 90441 SH SOLE 90441 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 516425 20624 SH SOLE 20624 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 4782708 213991 SH SOLE 213991 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 1737876 78815 SH SOLE 78815 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 1626597 73237 SH SOLE 73237 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 13294444 288445 SH SOLE 288445 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 3802011 140711 SH SOLE 140711 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 14805431 609779 SH SOLE 609779 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 4534272 188849 SH SOLE 188849 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 1175583 55583 SH SOLE 55583 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 4426875 178719 SH SOLE 178719 0 0 ISHARES INC MSCI EMERG MRKT 464286533 BBG0025X3FS0 614743 11588 SH SOLE 11588 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 451835 11050 SH SOLE 11050 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 BBG001SSD830 445702 4120 SH SOLE 4120 0 0 ISHARES TR CONV BD ETF 46435G102 BBG009BKDMM6 210286 3027 SH SOLE 3027 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 699367 11346 SH SOLE 11346 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 436764 4615 SH SOLE 4615 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 4105668 10686 SH SOLE 10686 0 0 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 2789120 62077 SH SOLE 62077 0 0 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 1047251 12503 SH SOLE 12503 0 0 ISHARES TR EAFE VALUE ETF 464288877 BBG001SNYBH6 1403286 30586 SH SOLE 30586 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 3370169 39766 SH SOLE 39766 0 0 ISHARES TR ESG MSCI LEADR 46435U218 BBG00P35VT10 225122 3395 SH SOLE 3395 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 828165 8929 SH SOLE 8929 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 BBG009DR6401 201139 8681 SH SOLE 8681 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 420992 5839 SH SOLE 5839 0 0 ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 307475 2107 SH SOLE 2107 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1355299 12844 SH SOLE 12844 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 214236 1256 SH SOLE 1256 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 990982 9504 SH SOLE 9504 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 419751 5635 SH SOLE 5635 0 0 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 422842 18611 SH SOLE 18611 0 0 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 1183678 7153 SH SOLE 7153 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 329795 2176 SH SOLE 2176 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 BBG001SRSPW6 446483 9787 SH SOLE 9787 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 343872 7645 SH SOLE 7645 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1441461 19148 SH SOLE 19148 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1241036 17275 SH SOLE 17275 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 635941 13408 SH SOLE 13408 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 969260 4548 SH SOLE 4548 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 524342 3010 SH SOLE 3010 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 330185 1727 SH SOLE 1727 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1050389 7483 SH SOLE 7483 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 633464 16251 SH SOLE 16251 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 217756 4400 SH SOLE 4400 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1263604 30107 SH SOLE 30107 0 0