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RHS Financial

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

Top 5 stock holdings are FNDF, FNDX, FNDE, SCHB, SCHF, and represent 25.83% of RHS Financial's stock portfolio.
Added to shares of these 10 stocks: ICSH, GBIL, QUAL, EFG, JPEM, FNDX, SCHD, RING, FNDA, FNDC.
Started 2 new stock positions in IYW, IGLB.
Reduced shares in these 10 stocks: BHK, SCHF, SCHB, FNDF, MTUM, SCHH, EMGF, EFAV, EEMV, USHY.
Sold out of its positions in EELV, ITOT, SHYG, USHY, SCHH.
RHS Financial was a net buyer of stock by $45k.
RHS Financial has $132M in assets under management (AUM), dropping by 4.63%.
Central Index Key (CIK): 0001766514

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Portfolio Holdings for RHS Financial

RHS Financial holds 90 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	7.0	$9.2M	-7%	294k	31.27	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	6.6	$8.7M	+5%	159k	54.92	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	4.4	$5.8M	+4%	222k	26.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.4	$5.8M	-11%	120k	47.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.4	$4.5M	-17%	130k	34.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.3	$4.4M	+4%	60k	72.74	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	3.2	$4.2M	+18%	84k	50.48	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	3.2	$4.2M	+59%	42k	100.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.9	$3.9M	-6%	77k	50.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$3.7M	+2%	18k	204.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.6	$3.5M	-7%	38k	90.45	View chart
Ishares Tr Blackrock Ultra (ICSH)	2.5	$3.2M	+122%	64k	50.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$3.0M	+17%	41k	73.16	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	2.3	$3.0M	-9%	85k	35.06	View chart
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Ubs Ag London Branch Etracs Ubs Bloom (UCIB)	2.2	$2.9M	-5%	118k	24.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.2	$2.8M	+15%	59k	48.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$2.7M	+3%	61k	45.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$2.4M	-7%	5.9k	411.07	View chart
Ishares Emng Mkts Eqt (EMGF)	1.7	$2.3M	-18%	55k	41.52	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	1.6	$2.2M	+24%	44k	48.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.4	$1.8M	-27%	13k	139.04	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.4	$1.8M	-5%	25k	71.84	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.3	$1.8M	+6%	31k	57.42	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.2	$1.6M	-16%	31k	50.43	View chart
Ishares Msci Gbl Gold Mn (RING)	1.2	$1.5M	+40%	60k	25.17	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	1.1	$1.5M	-47%	138k	10.84	View chart
Ishares Msci Emerg Mrkt (EEMV)	1.1	$1.5M	-22%	27k	54.57	View chart
Microsoft Corporation (MSFT)	1.1	$1.4M	-9%	4.9k	288.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$1.3M	-16%	57k	23.38	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$1.3M	+39%	14k	94.73	View chart
Apple (AAPL)	1.0	$1.3M	-7%	7.7k	164.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.9	$1.2M	-5%	49k	24.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$1.2M	+156%	9.5k	124.07	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.9	$1.1M	+2%	23k	50.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.1M	+6%	17k	66.85	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.8	$1.1M	+19%	41k	26.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$1.0M	-22%	21k	48.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$1.0M	+204%	11k	93.68	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$911k	-32%	14k	67.65	View chart
Ishares Esg Awr Msci Em (ESGE)	0.7	$899k	+36%	29k	31.48	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.7	$890k	-2%	26k	34.33	View chart
Ishares Tr International Sl (ISCF)	0.7	$857k	+41%	28k	31.08	View chart
Ishares Tr High Yld Bd Fctr (HYDB)	0.6	$835k	+7%	19k	44.67	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$774k	+121%	17k	46.15	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.6	$759k	+59%	21k	36.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.6	$745k	+9%	11k	65.51	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.6	$734k	+128%	22k	34.06	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$727k	-8%	29k	24.79	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.5	$709k	-10%	25k	28.90	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.5	$685k	+167%	21k	33.13	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$681k	-20%	11k	62.31	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.5	$657k	-15%	15k	43.65	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$652k	+2%	6.6k	99.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$650k	+3%	6.5k	99.64	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.5	$643k	-4%	8.8k	72.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$621k	-19%	12k	53.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$591k		1.8k	321.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$541k	-16%	13k	40.40	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$523k	+61%	5.5k	95.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$449k	-35%	9.6k	46.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$444k	-29%	9.2k	48.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$439k		1.8k	249.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$436k		2.8k	153.98	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$396k	-39%	12k	32.32	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$379k	+54%	3.3k	113.95	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$375k	-33%	4.1k	92.58	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$366k	-8%	8.8k	41.44	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.3	$363k	-43%	9.1k	39.86	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$362k	+44%	3.2k	114.54	View chart
Amazon (AMZN)	0.3	$349k	+36%	3.4k	103.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$301k		974.00	308.77	View chart
McDonald's Corporation (MCD)	0.2	$294k	-19%	1.1k	279.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$294k	-15%	2.8k	104.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$291k	NEW	3.1k	92.81	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.2	$291k	-4%	18k	16.27	View chart
Vanguard World Extended Dur (EDV)	0.2	$291k	+25%	3.2k	90.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$282k	-5%	2.7k	105.50	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.2	$276k	-7%	8.7k	31.63	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.2	$273k	-2%	8.8k	30.90	View chart
Intuit (INTU)	0.2	$261k	-21%	585.00	445.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$260k	+6%	7.4k	35.30	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$253k	-2%	2.4k	107.74	View chart
Oracle Corporation (ORCL)	0.2	$253k		2.7k	92.92	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.2	$245k	+49%	21k	11.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$244k	-15%	2.6k	92.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$237k		2.3k	103.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$237k		1.7k	138.08	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$232k	NEW	4.4k	52.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$229k	-11%	1.2k	189.61	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$214k	-19%	4.2k	51.28	View chart

Past Filings by RHS Financial

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

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
RHS Financial 2021 Q3 filed Oct. 14, 2021
RHS Financial 2021 Q2 filed July 29, 2021
RHS Financial 2021 Q1 filed May 17, 2021
RHS Financial 2020 Q4 filed Jan. 29, 2021
RHS Financial 2020 Q3 filed Oct. 20, 2020
RHS Financial 2020 Q2 filed July 20, 2020
RHS Financial 2019 Q2 filed June 11, 2020
RHS Financial 2019 Q3 filed June 11, 2020
RHS Financial 2019 Q4 filed June 11, 2020
RHS Financial 2020 Q1 filed May 15, 2020

View all past filings

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RHS Financial

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Portfolio Holdings for RHS Financial

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Past Filings by RHS Financial