Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RCS FINANCIAL PLANNING LLC | 04-26-2024 | 03-31-2024 | 69 | 162,491,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 1 | $19,524,672 | 465,427 | 0.01 | 0.01 | 84,763 | 22.27 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $16,761,745 | 524,624 | 0.01 | 0.01 | -118,578 | -18.44 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 3 | $11,439,614 | 243,189 | 0.01 | 0.01 | -87,590 | -26.48 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $9,511,874 | 18,093 | 0.01 | 0.01 | 4,237 | 30.58 | 03-31-2024 |
