RHS Financial
Latest statistics and disclosures from RHS Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FNDF, VTI, IVLU, VEA, INTF, and represent 18.64% of RHS Financial's stock portfolio.
- Added to shares of these 10 stocks: JPUS, VGLT, JPIN, GILD, EFAV, INTF, IVLU, VFMF, IQLT, EDV.
- Started 33 new stock positions in VFVA, MD, QRVO, SPYG, CLSE, PYPL, UNFI, PFFD, LRCX, MRK.
- Reduced shares in these 10 stocks: BCD, SGOV, FNDE, VYM, BOXX, IAGG, WMT, ICSH, JPEM, EA.
- Sold out of its positions in T, CF, DXC, EA, IDCC, JBL, PEGA, QCOM, SPGM, TPR. UGI, VGSH, WMT.
- RHS Financial was a net buyer of stock by $45M.
- RHS Financial has $296M in assets under management (AUM), dropping by 19.21%.
- Central Index Key (CIK): 0001766514
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Download as csvPortfolio Holdings for RHS Financial
RHS Financial holds 185 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.2 | $13M | +5% | 232k | 53.75 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 4.1 | $12M | +8% | 33k | 374.24 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 3.6 | $11M | +30% | 251k | 42.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $9.9M | +11% | 140k | 70.61 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 3.3 | $9.7M | +35% | 234k | 41.51 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 3.1 | $9.1M | -3% | 289k | 31.47 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.7 | $8.0M | +5% | 25k | 317.34 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.6 | $7.7M | -2% | 264k | 29.31 |
|
| Ishares Msci Gbl Gold Mn (RING) | 2.3 | $6.7M | +14% | 87k | 76.61 |
|
| Ishares Tr U S Equity Factr (LRGF) | 2.2 | $6.6M | +14% | 84k | 77.85 |
|
| Ishares Emng Mkts Eqt (EMGF) | 2.2 | $6.4M | +4% | 90k | 71.54 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 2.2 | $6.4M | +13% | 121k | 52.63 |
|
| Apple (AAPL) | 2.0 | $6.0M | -4% | 18k | 333.02 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 2.0 | $5.8M | +103% | 64k | 91.12 |
|
| Ubs Ag London Branch Etra Bl Co Mat 5 (UCIB) | 1.9 | $5.7M | +18% | 150k | 37.79 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 1.9 | $5.5M | -8% | 132k | 41.87 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 1.8 | $5.4M | +195% | 40k | 135.72 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.7 | $5.0M | -3% | 183k | 27.47 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 1.7 | $5.0M | +2% | 51k | 97.44 |
|
| Spdr Index Shs Fds St Str Msci Eafe (QEFA) | 1.6 | $4.8M | +22% | 49k | 97.53 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.6 | $4.6M | -9% | 39k | 118.39 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.5 | $4.6M | +31% | 51k | 89.48 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 1.5 | $4.5M | +260% | 60k | 73.81 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.4 | $4.0M | +438% | 81k | 50.14 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $4.0M | -7% | 158k | 25.13 |
|
| Gilead Sciences (GILD) | 1.2 | $3.6M | +584% | 25k | 149.05 |
|
| Vanguard Wellington Us Multifactor (VFMF) | 1.1 | $3.2M | +124% | 18k | 178.51 |
|
| Wisdomtree Tr Us Effic Core Fd (NTSX) | 1.0 | $3.0M | 52k | 58.45 |
|
|
| Ishares Jp Morgan Em Etf (LEMB) | 0.9 | $2.7M | +37% | 65k | 42.25 |
|
| Tidal Trust Ii Ret Stckd Gl Stk (RSSB) | 0.9 | $2.6M | +58% | 87k | 29.68 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.8 | $2.5M | -30% | 64k | 38.47 |
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.8 | $2.4M | +8% | 294k | 8.20 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.8 | $2.4M | +23% | 12k | 198.00 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.7 | $2.2M | -15% | 35k | 63.31 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $2.2M | 13k | 166.80 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $2.1M | -5% | 9.4k | 228.38 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.7 | $2.1M | +3% | 34k | 61.13 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.7 | $2.0M | +438% | 41k | 49.47 |
|
| Western Asset Inflt Lnk Com Sh Ben Int (WIA) | 0.7 | $1.9M | +10% | 255k | 7.61 |
|
| Amazon (AMZN) | 0.6 | $1.9M | +21% | 7.7k | 249.15 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $1.9M | 37k | 51.31 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $1.9M | +60% | 11k | 166.27 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $1.8M | +3% | 20k | 89.62 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $1.8M | 18k | 103.05 |
|
|
| Coreweave Com Cl A (CRWV) | 0.6 | $1.8M | -4% | 20k | 87.12 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.6 | $1.7M | +13% | 68k | 24.83 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $1.6M | -9% | 54k | 30.00 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $1.6M | -23% | 32k | 49.20 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.5 | $1.6M | -3% | 45k | 35.45 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $1.6M | -17% | 28k | 56.66 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $1.6M | +179% | 30k | 52.36 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.5 | $1.5M | +12% | 21k | 74.05 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.5M | -2% | 2.9k | 512.90 |
|
| Vanguard World Extended Dur (EDV) | 0.5 | $1.5M | NEW | 26k | 55.45 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.5 | $1.5M | -24% | 29k | 50.40 |
|
| Tidal Trust I Unlimited Hfgm (HFGM) | 0.5 | $1.4M | +15% | 46k | 31.34 |
|
| Ea Series Trust Alpha Architect (BOXA) | 0.5 | $1.4M | +3% | 14k | 101.79 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.5 | $1.4M | NEW | 12k | 123.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $1.4M | +27% | 9.2k | 151.58 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $1.4M | +50% | 37k | 36.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.3M | 3.9k | 344.08 |
|
|
| Vanguard World Mrngstr Cap Etf (MGC) | 0.5 | $1.3M | +102% | 4.7k | 282.31 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.4 | $1.1M | +2% | 3.3k | 351.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | 1.5k | 739.54 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $1.1M | +84% | 12k | 92.17 |
|
| Simplify Exchange Traded Fun Us Equi Plus Etf (CTAP) | 0.4 | $1.1M | NEW | 36k | 29.34 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.0M | +10% | 4.7k | 222.24 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.3 | $999k | 11k | 90.11 |
|
|
| Bluerock Pvt Real Estate (BPRE) | 0.3 | $985k | +2% | 79k | 12.54 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $963k | -19% | 30k | 32.53 |
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 0.3 | $933k | +737% | 85k | 10.94 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $923k | +106% | 17k | 55.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $912k | +29% | 9.4k | 96.89 |
|
| Roundhill Etf Trust S&p 500 No Etf (XDIV) | 0.3 | $893k | NEW | 29k | 31.21 |
|
| Ishares Tr International Sl (ISCF) | 0.3 | $884k | 20k | 44.66 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $882k | -5% | 11k | 83.56 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $849k | 13k | 63.89 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $780k | +10% | 7.8k | 99.70 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $771k | 9.7k | 79.13 |
|
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| Advanced Micro Devices (AMD) | 0.3 | $760k | 1.2k | 611.76 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $726k | +5% | 3.0k | 239.94 |
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| Exelixis (EXEL) | 0.2 | $710k | -4% | 12k | 58.41 |
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| Expedia Group Com New (EXPE) | 0.2 | $708k | +79% | 2.7k | 263.36 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.2 | $680k | 2.9k | 231.03 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $650k | -24% | 11k | 61.58 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $618k | -16% | 9.9k | 62.40 |
|
| Fortinet (FTNT) | 0.2 | $604k | NEW | 3.4k | 178.76 |
|
| Valero Energy Corporation (VLO) | 0.2 | $601k | NEW | 1.6k | 387.61 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $580k | -3% | 6.8k | 85.32 |
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| eBay (EBAY) | 0.2 | $557k | -9% | 5.3k | 106.05 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.2 | $524k | 11k | 49.83 |
|
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| General Motors Company (GM) | 0.2 | $518k | +14% | 6.7k | 77.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $510k | +47% | 1.5k | 340.64 |
|
| Federated Hermes CL B (FHI) | 0.2 | $483k | 8.6k | 56.37 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $479k | -10% | 22k | 21.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $476k | 13k | 35.93 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $469k | +17% | 6.8k | 69.26 |
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| Nylim Etf Tr Merge Arbit Etf (MNA) | 0.2 | $467k | +11% | 13k | 36.83 |
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| Godaddy Cl A (GDDY) | 0.2 | $460k | 4.8k | 95.51 |
|
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| Hca Holdings (HCA) | 0.2 | $455k | -39% | 1.1k | 426.74 |
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| NetApp (NTAP) | 0.2 | $451k | NEW | 2.1k | 210.08 |
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| EOG Resources (EOG) | 0.2 | $447k | -2% | 3.2k | 137.76 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $442k | -54% | 2.8k | 155.28 |
|
| Micron Technology (MU) | 0.1 | $440k | +66% | 413.00 | 1065.11 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $437k | -2% | 1.1k | 406.63 |
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| Im Global Partner Funds Imgp Dbi Man Etf (DBMF) | 0.1 | $434k | +9% | 13k | 32.53 |
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| Hldgs (UAL) | 0.1 | $432k | +109% | 3.9k | 110.95 |
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| Dropbox Cl A (DBX) | 0.1 | $420k | -5% | 12k | 33.85 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $416k | -62% | 4.1k | 100.64 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $409k | -4% | 1.6k | 255.56 |
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| Pimco Equity Ser Rafi Esg Us (RAFE) | 0.1 | $404k | 8.2k | 49.20 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $401k | 523.00 | 765.85 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $400k | 804.00 | 497.94 |
|
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| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $400k | +97% | 33k | 12.00 |
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| Kroger (KR) | 0.1 | $392k | 6.7k | 58.62 |
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| Ross Stores (ROST) | 0.1 | $391k | NEW | 1.7k | 233.40 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $389k | +36% | 1.7k | 231.52 |
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| salesforce (CRM) | 0.1 | $382k | -2% | 1.7k | 229.57 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $372k | -2% | 6.9k | 54.16 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $370k | +51% | 670.00 | 551.47 |
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| Match Group (MTCH) | 0.1 | $356k | NEW | 8.9k | 40.15 |
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| Dollar Tree (DLTR) | 0.1 | $349k | +6% | 3.1k | 114.02 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $347k | 1.6k | 215.90 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $345k | 1.5k | 233.31 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $339k | -7% | 6.3k | 54.12 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $338k | -11% | 4.2k | 81.16 |
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| Kla Corp Com New (KLAC) | 0.1 | $337k | +14% | 1.7k | 194.93 |
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| Booking Holdings (BKNG) | 0.1 | $309k | +20% | 1.9k | 162.91 |
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| Qorvo (QRVO) | 0.1 | $308k | NEW | 2.7k | 114.48 |
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| Boston Beer Cl A (SAM) | 0.1 | $304k | -4% | 1.9k | 164.02 |
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| Ryder System (R) | 0.1 | $303k | 1.3k | 227.86 |
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| Western Digital (WDC) | 0.1 | $300k | +26% | 659.00 | 454.46 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $299k | NEW | 3.6k | 83.35 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $295k | +5% | 1.6k | 189.27 |
|
| McKesson Corporation (MCK) | 0.1 | $293k | +20% | 343.00 | 853.80 |
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| Mednax (MD) | 0.1 | $292k | NEW | 11k | 25.73 |
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| Costco Wholesale Corporation (COST) | 0.1 | $290k | -19% | 319.00 | 910.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $288k | -14% | 4.9k | 59.31 |
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| Flex Ord (FLEX) | 0.1 | $286k | -14% | 2.6k | 109.99 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $286k | -3% | 28k | 10.25 |
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| Ingredion Incorporated (INGR) | 0.1 | $285k | -17% | 3.0k | 95.81 |
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| W.W. Grainger (GWW) | 0.1 | $284k | NEW | 228.00 | 1245.76 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $281k | +2% | 1.1k | 264.90 |
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| Technipfmc (FTI) | 0.1 | $281k | -4% | 4.1k | 67.92 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $277k | NEW | 842.00 | 328.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $274k | NEW | 2.9k | 94.53 |
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| United Natural Foods (UNFI) | 0.1 | $273k | NEW | 6.1k | 44.79 |
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| Cardinal Health (CAH) | 0.1 | $272k | NEW | 1.2k | 222.50 |
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| Trust For Professional Man Convergence Lng (CLSE) | 0.1 | $271k | NEW | 8.0k | 34.01 |
|
| Meta Platforms Cl A (META) | 0.1 | $267k | -16% | 368.00 | 725.18 |
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| Merck & Co (MRK) | 0.1 | $266k | NEW | 1.8k | 145.29 |
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| Cbl & Assoc Pptys Common Stock (CBL) | 0.1 | $265k | 5.0k | 53.36 |
|
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| Visa Com Cl A (V) | 0.1 | $262k | NEW | 730.00 | 359.33 |
|
| G-III Apparel (GIII) | 0.1 | $260k | 9.6k | 27.12 |
|
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| Masco Corporation (MAS) | 0.1 | $259k | NEW | 3.8k | 67.40 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $255k | 6.9k | 37.02 |
|
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $255k | 7.0k | 36.45 |
|
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| Viatris (VTRS) | 0.1 | $253k | NEW | 14k | 17.72 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $243k | -40% | 5.3k | 45.66 |
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| Cirrus Logic (CRUS) | 0.1 | $236k | +6% | 2.0k | 119.97 |
|
| Hp (HPQ) | 0.1 | $234k | NEW | 7.5k | 31.28 |
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| Blackbaud (BLKB) | 0.1 | $232k | NEW | 5.6k | 41.62 |
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| Paypal Holdings (PYPL) | 0.1 | $229k | NEW | 4.4k | 52.53 |
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| Frontdoor (FTDR) | 0.1 | $228k | +4% | 3.1k | 73.12 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $228k | -10% | 641.00 | 355.07 |
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| Jack Henry & Associates (JKHY) | 0.1 | $228k | -38% | 1.6k | 143.24 |
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| Murphy Usa (MUSA) | 0.1 | $226k | NEW | 448.00 | 504.03 |
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| NetScout Systems (NTCT) | 0.1 | $226k | 5.6k | 40.18 |
|
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| Deckers Outdoor Corporation (DECK) | 0.1 | $222k | NEW | 2.8k | 78.14 |
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| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.1 | $222k | -27% | 4.6k | 48.35 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $221k | NEW | 13k | 17.60 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $218k | 767.00 | 284.45 |
|
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| Dimensional Etf Trust International (DFSI) | 0.1 | $215k | 4.7k | 45.17 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $213k | -35% | 2.2k | 95.05 |
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| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $211k | NEW | 1.4k | 150.69 |
|
| ScanSource (SCSC) | 0.1 | $210k | NEW | 3.6k | 58.73 |
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| Valmont Industries (VMI) | 0.1 | $210k | -20% | 454.00 | 462.98 |
|
| BorgWarner (BWA) | 0.1 | $210k | -12% | 3.5k | 60.11 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $208k | NEW | 456.00 | 456.19 |
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| Advisor Managed Portfolios Reckoner Yield (RAAR) | 0.1 | $203k | NEW | 3.9k | 51.54 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $203k | NEW | 267.00 | 758.27 |
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| Ye Cl A (YELP) | 0.1 | $201k | 11k | 18.50 |
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| Graniteshares Etf Tr Hips Us High Inc (HIPS) | 0.1 | $162k | -56% | 15k | 10.71 |
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| BioCryst Pharmaceuticals (BCRX) | 0.1 | $149k | -6% | 18k | 8.33 |
|
| Albertsons Companies Common Stock (ACI) | 0.0 | $118k | -56% | 10k | 11.61 |
|
Past Filings by RHS Financial
SEC 13F filings are viewable for RHS Financial going back to 2018
- RHS Financial 2026 Q3 filed Oct. 13, 2026
- RHS Financial 2026 Q2 filed Aug. 7, 2026
- RHS Financial 2026 Q1 filed April 28, 2026
- RHS Financial 2025 Q4 filed Jan. 16, 2026
- 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