0001085146-23-001904.txt : 20230427 0001085146-23-001904.hdr.sgml : 20230427 20230426193416 ACCESSION NUMBER: 0001085146-23-001904 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230426 EFFECTIVENESS DATE: 20230427 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: 23851339 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 03-31-2023 03-31-2023 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 04-26-2023 0 48 112734976 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 2245114 13615 SH SOLE 13615 0 0 CSX CORP COM 126408103 391016 13060 SH SOLE 13060 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 15293138 359839 SH SOLE 359839 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS HI 25434V757 945679 40021 SH SOLE 40021 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 872141 37308 SH SOLE 37308 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2190554 95159 SH SOLE 95159 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 596916 22149 SH SOLE 22149 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 5264447 218759 SH SOLE 218759 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 1975513 81700 SH SOLE 81700 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1792806 75312 SH SOLE 75312 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 14318571 306870 SH SOLE 306870 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3985882 138543 SH SOLE 138543 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16491577 647236 SH SOLE 647236 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 4973632 197837 SH SOLE 197837 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1387441 64562 SH SOLE 64562 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 4655585 186746 SH SOLE 186746 0 0 ISHARES INC CORE MSCI EMKT 46434G103 652274 13369 SH SOLE 13369 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 428494 3741 SH SOLE 3741 0 0 ISHARES TR CORE MSCI EAFE 46432F842 736420 11016 SH SOLE 11016 0 0 ISHARES TR CORE S&P SCP ETF 464287804 248519 2570 SH SOLE 2570 0 0 ISHARES TR CORE S&P500 ETF 464287200 4811083 11704 SH SOLE 11704 0 0 ISHARES TR CORE TOTAL USD 46434V613 3603807 78089 SH SOLE 78089 0 0 ISHARES TR EAFE GRWTH ETF 464288885 1718466 18344 SH SOLE 18344 0 0 ISHARES TR EAFE VALUE ETF 464288877 1157586 23853 SH SOLE 23853 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 2442150 27000 SH SOLE 27000 0 0 ISHARES TR ESG MSCI LEADR 46435U218 313687 4402 SH SOLE 4402 0 0 ISHARES TR MBS ETF 464288588 1046198 11044 SH SOLE 11044 0 0 ISHARES TR MSCI INTL VLU FT 46435G409 217185 8761 SH SOLE 8761 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 484891 6666 SH SOLE 6666 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1494044 12042 SH SOLE 12042 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1618147 15019 SH SOLE 15019 0 0 ISHARES TR S&P 100 ETF 464287101 326198 1744 SH SOLE 1744 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 1018222 9727 SH SOLE 9727 0 0 ISHARES TR U.S. TECH ETF 464287721 717634 7732 SH SOLE 7732 0 0 ISHARES TR US TREAS BD ETF 46429B267 900083 38498 SH SOLE 38498 0 0 MARSH & MCLENNAN COS INC COM 571748102 1191166 7152 SH SOLE 7152 0 0 PROCTER AND GAMBLE CO COM 742718109 319832 2151 SH SOLE 2151 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 459211 9808 SH SOLE 9808 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1959521 25618 SH SOLE 25618 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1454082 19695 SH SOLE 19695 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 642173 13127 SH SOLE 13127 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1160187 4651 SH SOLE 4651 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 562298 3010 SH SOLE 3010 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 294108 1441 SH SOLE 1441 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1091207 7901 SH SOLE 7901 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 666398 16495 SH SOLE 16495 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 269005 5310 SH SOLE 5310 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1350688 29902 SH SOLE 29902 0 0