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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, SCHB, IGSB, FNDE, and represent 25.41% of RHS Financial's stock portfolio.
Added to shares of these 10 stocks: PFFD, NVDA, CMF, VEA, MGC, FNDF, IVLU, IMTM, RSST, DYNF.
Started 13 new stock positions in HDV, BOXX, NVDA, CRM, IVE, RSST, PFFD, MUB, DFSI, DYNF. IQLT, AMD, MRK.
Reduced shares in these 10 stocks: MSFT, BCD, FNDX, FNDC, UCIB, IGSB, AGG, MTUM, SCHX, FNDE.
Sold out of its positions in T, BCD, JVAL, MCD, VXUS, VYM, VT.
RHS Financial was a net buyer of stock by $5.0M.
RHS Financial has $172M in assets under management (AUM), dropping by 8.65%.
Central Index Key (CIK): 0001766514

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Portfolio Holdings for RHS Financial

RHS Financial holds 108 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	6.5	$11M	+4%	312k	35.61	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	6.1	$11M	-4%	156k	67.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.0	$8.5M		140k	61.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	4.0	$6.9M	-5%	134k	51.28	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	3.8	$6.6M	-4%	238k	27.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$6.3M	-4%	24k	259.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.4	$5.8M		149k	39.02	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	3.3	$5.7M		107k	53.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$5.5M	+12%	110k	50.17	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.0	$5.1M	+6%	44k	114.96	View chart
Ishares Tr Blackrock Ultra (ICSH)	3.0	$5.1M	+6%	101k	50.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.9	$5.0M	-5%	60k	83.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.3	$4.0M	-8%	21k	187.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$3.7M		7.1k	525.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.1	$3.5M	-8%	57k	62.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$3.5M	+5%	21k	164.35	View chart
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)	1.7	$3.0M	-13%	116k	25.51	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.7	$2.9M	+2%	29k	100.89	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.5	$2.6M	-7%	62k	42.23	View chart
Ishares Tr International Sl (ISCF)	1.2	$2.1M	+13%	63k	32.98	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.2	$2.1M	+56%	36k	57.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.2	$2.1M		26k	79.91	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	1.2	$2.1M	+6%	18k	112.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$2.0M		25k	80.63	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.1	$1.9M	+34%	66k	28.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$1.8M	+8%	24k	74.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.5M	+8%	17k	92.72	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.8	$1.4M	+9%	50k	28.68	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$1.4M		15k	92.42	View chart
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA)	0.8	$1.3M	+2%	164k	8.14	View chart
Global X Fds Us Pfd Etf (PFFD)	0.8	$1.3M	NEW	65k	20.16	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.8	$1.3M	-27%	37k	35.47	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.7	$1.2M	+17%	21k	59.24	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.7	$1.2M	+22%	50k	24.51	View chart
Apple (AAPL)	0.7	$1.2M		7.0k	171.48	View chart
Microsoft Corporation (MSFT)	0.7	$1.2M	-39%	2.8k	420.72	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$1.1M	+31%	25k	45.59	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$1.1M	+20%	22k	52.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.1M	+30%	20k	54.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.1M		26k	41.77	View chart
Amazon (AMZN)	0.6	$1.1M	-13%	5.8k	180.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.0M	-6%	3.0k	344.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$980k	+6%	2.2k	443.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$970k	-29%	9.9k	97.94	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.6	$948k	-12%	26k	36.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$918k	+19%	11k	84.44	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$914k	+119%	4.9k	186.87	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.5	$893k	+83%	23k	39.23	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$885k	+5%	16k	56.59	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$874k		38k	22.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$856k	+36%	8.2k	104.73	View chart
Ishares Msci Gbl Gold Mn (RING)	0.5	$812k	+9%	32k	25.29	View chart
NVIDIA Corporation (NVDA)	0.5	$808k	NEW	894.00	903.56	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$779k		7.8k	99.43	View chart
Ishares Emng Mkts Eqt (EMGF)	0.4	$769k	-17%	17k	44.54	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.4	$761k	+12%	14k	56.33	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$737k	+56%	3.0k	247.41	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.4	$702k	-8%	20k	35.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$699k	+33%	5.2k	135.06	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$680k	-9%	14k	49.05	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$665k	+53%	12k	57.57	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$662k	+34%	9.3k	70.88	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$661k		8.3k	79.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$604k	+71%	5.2k	115.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$573k	+6%	12k	48.21	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$562k	+11%	5.3k	105.03	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$547k	+23%	10k	53.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$512k	+13%	4.9k	103.78	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$504k	-17%	16k	32.23	View chart
Intuitive Surgical Com New (ISRG)	0.3	$479k		1.2k	399.09	View chart
Vanguard World Extended Dur (EDV)	0.3	$475k	-7%	6.2k	76.60	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.3	$461k	+7%	10k	44.53	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$427k		9.3k	46.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$424k		1.0k	420.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$417k	-17%	17k	25.25	View chart
Tidal Tr Ii Return Stckd Us (RSST)	0.2	$395k	NEW	17k	23.37	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$395k	+91%	7.7k	51.51	View chart
Hp (HPQ)	0.2	$385k		13k	30.22	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$382k	+71%	7.7k	49.55	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.2	$378k	-17%	29k	12.86	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$372k	NEW	8.4k	44.40	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$371k	-12%	2.4k	155.84	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.2	$360k	-37%	6.3k	57.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$339k	-21%	1.9k	182.56	View chart
Intuit (INTU)	0.2	$328k	-4%	505.00	650.00	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.2	$314k	-12%	7.8k	40.29	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$311k	NEW	7.9k	39.66	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$311k	NEW	2.9k	107.60	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$304k	+13%	12k	24.48	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.2	$302k	+24%	27k	11.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$291k	-28%	1.9k	150.93	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$282k	+35%	5.5k	50.77	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.2	$276k	-8%	8.8k	31.48	View chart
Hewlett Packard Enterprise (HPE)	0.2	$266k		15k	17.73	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$262k	-6%	4.1k	63.85	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$260k	-2%	5.0k	51.60	View chart
Keysight Technologies (KEYS)	0.1	$257k		1.6k	156.38	View chart
salesforce (CRM)	0.1	$243k	NEW	808.00	301.18	View chart
Dimensional Etf Trust International (DFSI)	0.1	$241k	NEW	7.2k	33.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$238k	-18%	4.7k	50.60	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$236k	+5%	4.7k	50.69	View chart
Advanced Micro Devices (AMD)	0.1	$225k	NEW	1.2k	180.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$225k	NEW	2.0k	110.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$217k	NEW	1.2k	186.81	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$209k	NEW	2.0k	106.46	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$207k	-53%	3.9k	52.68	View chart
Ufp Industries (UFPI)	0.1	$207k		1.7k	123.01	View chart
Merck & Co (MRK)	0.1	$202k	NEW	1.5k	131.97	View chart

Past Filings by RHS Financial

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

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
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

View all past filings

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