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RHS Financial

Latest statistics and disclosures from RHS Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are FNDX, SCHB, FNDE, VTI, VEA, and represent 20.25% of RHS Financial's stock portfolio.
Added to shares of these 10 stocks: AAPL, MTUM, SGOV, MBB, SCHP, EMGF, IMTM, ICSH, VFMF, SAM.
Started 11 new stock positions in R, VB, FNDA, THC, EA, EXPE, FTDR, SAM, KGC, BWA. GOOG.
Reduced shares in these 10 stocks: FNDX, USMV, , RING, TMF, FNDE, VGIT, NTSX, SDS, .
Sold out of its positions in TMF, INTU, IEMG, KMB, MATX, SDS, SHEL, TYA, VGLT.
RHS Financial was a net buyer of stock by $5.2M.
RHS Financial has $193M in assets under management (AUM), dropping by 9.51%.
Central Index Key (CIK): 0001766514

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Portfolio Holdings for RHS Financial

RHS Financial holds 133 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	4.2	$8.2M	-5%	310k	26.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.2	$8.1M	-2%	315k	25.71	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	4.1	$8.0M	-3%	221k	36.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$8.0M	-2%	24k	328.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$6.8M		114k	59.92	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.4	$6.5M		152k	42.96	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	3.3	$6.4M	+2%	182k	35.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.3	$6.4M	+16%	25k	256.45	View chart
Ishares Emng Mkts Eqt (EMGF)	3.1	$6.0M	+11%	107k	56.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.5	$4.8M	-2%	208k	23.28	View chart
Ishares Tr U S Equity Factr (LRGF)	2.3	$4.5M		66k	69.08	View chart
Ishares Tr Intl Eqty Factor (INTF)	2.3	$4.4M		123k	35.91	View chart
Ishares Msci Gbl Gold Mn (RING)	2.3	$4.3M	-6%	67k	64.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.1	$4.1M	-9%	43k	95.14	View chart
Apple (AAPL)	2.1	$4.1M	+80%	16k	254.63	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.0	$3.9M	-2%	35k	113.86	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.8	$3.5M	+15%	73k	47.88	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.8	$3.4M	+25%	125k	26.95	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	1.7	$3.4M	+3%	57k	59.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.7	$3.2M	-5%	60k	53.03	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.6	$3.2M	+17%	63k	50.75	View chart
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)	1.6	$3.2M	+2%	116k	27.17	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.5	$2.9M	-8%	54k	53.92	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$2.6M	+43%	28k	95.15	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.3	$2.5M	-7%	30k	84.83	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	1.3	$2.4M	-5%	96k	25.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$2.3M	-3%	88k	26.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$2.2M		15k	145.60	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.1	$2.1M	-12%	35k	60.03	View chart
NVIDIA Corporation (NVDA)	1.0	$1.9M	+4%	9.9k	186.58	View chart
Microsoft Corporation (MSFT)	0.9	$1.8M	-2%	3.5k	517.94	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.9	$1.8M		67k	26.46	View chart
Ishares Tr International Sl (ISCF)	0.9	$1.7M	-10%	41k	41.12	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.9	$1.7M	-5%	26k	63.83	View chart
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA)	0.8	$1.6M	+2%	189k	8.42	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.8	$1.6M	+20%	38k	41.21	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$1.5M	+14%	19k	80.17	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.8	$1.5M	+7%	54k	27.31	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$1.4M		15k	92.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.3M	+10%	9.1k	145.64	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.7	$1.3M		11k	123.91	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.7	$1.3M	-2%	37k	34.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.2M	-3%	44k	27.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.1M	+239%	11k	100.70	View chart
Amazon (AMZN)	0.6	$1.1M	-2%	4.9k	219.57	View chart
Ea Series Trust Alpha Architect (BOXA)	0.5	$1.0M	+15%	9.7k	104.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$930k	-4%	3.8k	243.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$901k		1.9k	479.65	View chart
Global X Fds Us Pfd Etf (PFFD)	0.5	$889k		46k	19.43	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.4	$858k	-7%	17k	51.54	View chart
Ishares Tr Msci Usa Value (VLUE)	0.4	$850k		6.8k	125.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$838k	-13%	4.3k	194.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$827k		4.0k	208.74	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$816k	+62%	15k	55.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$811k	+19%	1.4k	600.16	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$768k	+52%	7.5k	102.99	View chart
InterDigital (IDCC)	0.4	$711k		2.1k	345.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$695k	-14%	13k	54.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$674k	-3%	4.8k	140.96	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.3	$674k	+191%	4.7k	144.27	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.3	$624k		9.4k	66.61	View chart
Bristol Myers Squibb (BMY)	0.3	$581k	+29%	13k	45.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$580k	-11%	13k	44.51	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$577k	-9%	10k	57.04	View chart
eBay (EBAY)	0.3	$576k	+2%	6.3k	90.95	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$564k	+21%	7.6k	74.35	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.3	$529k		46k	11.50	View chart
Exelixis (EXEL)	0.3	$509k		12k	41.30	View chart
Gilead Sciences (GILD)	0.2	$475k	+102%	4.3k	111.00	View chart
Federated Hermes CL B (FHI)	0.2	$472k	-2%	9.1k	51.93	View chart
Ingredion Incorporated (INGR)	0.2	$456k	+7%	3.7k	122.11	View chart
Ralph Lauren Corp Cl A (RL)	0.2	$445k	-13%	1.4k	313.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$434k	-24%	5.0k	87.31	View chart
Valmont Industries (VMI)	0.2	$430k		1.1k	387.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$423k	-6%	13k	31.91	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$419k	-35%	4.2k	100.23	View chart
Hca Holdings (HCA)	0.2	$415k	+11%	973.00	426.20	View chart
At&t (T)	0.2	$413k		15k	28.24	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$411k		16k	25.31	View chart
Ubiquiti (UI)	0.2	$406k	-24%	614.00	660.58	View chart
Kroger (KR)	0.2	$405k		6.0k	67.41	View chart
Pilgrim's Pride Corporation (PPC)	0.2	$404k		9.9k	40.72	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$401k	+4%	9.7k	41.09	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.2	$400k	+11%	8.2k	48.54	View chart
EOG Resources (EOG)	0.2	$387k	+24%	3.5k	112.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$377k	+43%	3.8k	100.24	View chart
UGI Corporation (UGI)	0.2	$376k	+37%	11k	33.26	View chart
Albertsons Cos Common Stock (ACI)	0.2	$376k	+8%	22k	17.51	View chart
Plexus (PLXS)	0.2	$368k		2.5k	144.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$359k		1.7k	215.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$358k		5.3k	67.83	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$358k		8.2k	43.42	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.2	$354k		8.7k	40.70	View chart
Intuitive Surgical Com New (ISRG)	0.2	$354k	-19%	791.00	447.23	View chart
Boston Beer Cl A (SAM)	0.2	$350k	NEW	1.7k	211.42	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.2	$348k	+10%	9.7k	35.90	View chart
Dropbox Cl A (DBX)	0.2	$345k	+2%	11k	30.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$345k		515.00	669.30	View chart
Hewlett Packard Enterprise (HPE)	0.2	$344k		14k	24.56	View chart
G-III Apparel (GIII)	0.2	$342k		13k	26.61	View chart
Hp (HPQ)	0.2	$339k		13k	27.23	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$336k		7.4k	45.76	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$335k		3.2k	103.36	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$328k		1.3k	244.09	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$323k	-16%	2.7k	121.06	View chart
Ye Cl A (YELP)	0.2	$320k	-2%	10k	31.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$316k	-34%	628.00	502.74	View chart
Meta Platforms Cl A (META)	0.2	$308k	+29%	420.00	734.38	View chart
Universal Hlth Svcs CL B (UHS)	0.2	$292k	-17%	1.4k	204.44	View chart
Interface (TILE)	0.2	$290k		10k	28.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$284k	-12%	1.5k	186.45	View chart
BorgWarner (BWA)	0.1	$271k	NEW	6.2k	43.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$265k	NEW	1.1k	243.64	View chart
Nrg Energy Com New (NRG)	0.1	$253k	-10%	1.6k	161.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$246k		7.4k	33.37	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$244k	-37%	2.4k	100.05	View chart
Dimensional Etf Trust International (DFSI)	0.1	$240k		5.9k	40.95	View chart
ScanSource (SCSC)	0.1	$237k	-18%	5.4k	43.99	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$232k	+3%	5.3k	43.83	View chart
Kinross Gold Corp (KGC)	0.1	$227k	NEW	9.1k	24.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$221k	NEW	868.00	254.28	View chart
Ryder System (R)	0.1	$221k	NEW	1.2k	188.64	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$218k	NEW	1.1k	203.04	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$217k	NEW	7.0k	31.16	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$216k		6.9k	31.38	View chart
Frontdoor (FTDR)	0.1	$215k	NEW	3.2k	67.29	View chart
Expedia Group Com New (EXPE)	0.1	$212k	NEW	990.00	213.75	View chart
Electronic Arts (EA)	0.1	$210k	NEW	1.0k	201.70	View chart
Dxc Technology (DXC)	0.1	$209k	-11%	15k	13.63	View chart
Sylvamo Corp Common Stock (SLVM)	0.1	$207k		4.7k	44.22	View chart
Remitly Global (RELY)	0.1	$180k	-26%	11k	16.30	View chart
Turkcell Iletisim Hizmetleri Spon Adr New (TKC)	0.1	$131k	-10%	22k	6.02	View chart
Finvolution Group Sponsored Ads (FINV)	0.1	$108k	-10%	15k	7.37	View chart

Past Filings by RHS Financial

SEC 13F filings are viewable for RHS Financial going back to 2018

RHS Financial 2025 Q3 filed Oct. 22, 2025
RHS Financial 2025 Q2 filed July 25, 2025
RHS Financial 2025 Q1 filed April 17, 2025
RHS Financial 2024 Q4 filed Jan. 24, 2025
RHS Financial 2024 Q3 filed Nov. 1, 2024
RHS Financial 2024 Q2 filed July 16, 2024
RHS Financial 2024 Q1 filed April 18, 2024
RHS Financial 2023 Q4 filed Jan. 18, 2024
RHS Financial 2023 Q3 filed Oct. 24, 2023
RHS Financial 2023 Q2 filed July 21, 2023
RHS Financial 2023 Q1 filed April 27, 2023
RHS Financial 2022 Q4 filed Jan. 24, 2023
RHS Financial 2022 Q3 filed Oct. 21, 2022
RHS Financial 2022 Q2 filed July 15, 2022
RHS Financial 2022 Q1 filed April 14, 2022
RHS Financial 2021 Q4 filed Jan. 26, 2022

View all past filings

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