Thaddeus Toal

Rcs Financial Planning, Llc

Assets Managed

$211.2M

Holdings

102

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

9.56%(2Q avg: -3.67%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rcs Financial Planning, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Rcs Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 211.2M in assets, with a quarterly growth rate of 9.56% and a 2-quarter average growth rate of -3.67%. The portfolio is managed by Thaddeus Toal, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 2.3%	14.68%	$30.992M 698,638 shares@ $44.36 avg price	Increased 2.3%
DFCF Dimensional Core Fixed Inc Recent Activity Increased 0.43%	8.28%	$17.474M 413,979 shares@ $42.21 avg price	Increased 0.43%
FBND Fidelity Total Bond Etf Recent Activity Increased 0.92%	8.04%	$16.961M 371,465 shares@ $45.66 avg price	Increased 0.92%
DFSV Dimensional Us Small Cap Val Recent Activity Increased 1.9%	5.55%	$11.703M 301,701 shares@ $38.79 avg price	Increased 1.9%
DFIC Dimensional International Co Recent Activity Increased 1.03%	5.42%	$11.437M 306,958 shares@ $37.27 avg price	Increased 1.03%
DUHP Dimensional Us High Profi Et Recent Activity Increased 2.86%	5.26%	$11.105M 266,126 shares@ $41.73 avg price	Increased 2.86%
DFSD Dimensional Short Duration Recent Activity Decreased -1.21%	3.63%	$7.666M 160,545 shares@ $47.75 avg price	Decreased -1.21%
DFEM Dimensional Emerging Markets Recent Activity Decreased -4%	3%	$6.32M 155,509 shares@ $40.65 avg price	Decreased -4%
FLDR Fidelity Low Duration Etf Recent Activity Increased 1.82%	2.98%	$6.289M 125,130 shares@ $50.27 avg price	Increased 1.82%
CRWD Crowdstrike Holdings Inc - A Recent Activity Decreased -15.67%	2.39%	$5.043M 6,608 shares@ $763.14 avg price	Decreased -15.67%

1-10 of 102