Portfolio (Quarterly)
Guide ↗
RCS Financial Planning, LLC
· CIK 0001963347| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | Financial Services | 16,797 | $1.4M | 0.59% | SOLD |
| 2 | MBB | ISHARES TR | — | 13,610 | $1.3M | 0.56% | SOLD |
| 3 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 6,703 | $1.2M | 0.54% | SOLD |
| 4 | BINC | BLACKROCK ETF TRUST II | — | 18,162 | $958K | 0.41% | SOLD |
| 5 | ITA | ISHARES TR | — | 4,253 | $913K | 0.39% | SOLD |
| 6 | QQQ | INVESCO QQQ TR | Financial Services | 1,097 | $674K | 0.29% | SOLD |
| 7 | DFNM | DIMENSIONAL ETF TRUST | — | 9,543 | $460K | 0.20% | SOLD |
| 8 | MSFT | MICROSOFT CORP | Technology | 788 | $381K | 0.16% | SOLD |
| 9 | VGT | VANGUARD WORLD FD | — | 496 | $374K | 0.16% | SOLD |
| 10 | IVLU | ISHARES TR | — | 7,857 | $299K | 0.13% | SOLD |
| 11 | TLT | ISHARES TR | — | 2,895 | $252K | 0.11% | SOLD |
| 12 | NVDA | NVIDIA CORPORATION | Technology | 1,273 | $237K | 0.10% | SOLD |
| 13 | CEG | CONSTELLATION ENERGY CORP | Utilities | 613 | $217K | 0.09% | SOLD |
Sector Allocation
Technology
84.0%
Industrials
7.0%
Consumer Defensive
3.5%
Financial Services
2.8%
Energy
2.7%