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CIK: 0001766514
Total reported value
$247.9M
$247.9M
108 檔
17.6%
As reported in its official Q1 2024 Form 13F filing, RHS Financial, LLC's tracked investment portfolio stood at $247.9M with 108 total positions.
During Q1 2024, RHS Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FNDF, FNDX, SCHB) accounted for 17.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.48% | +0.30% | +4.60% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.11% | -0.59% | -4.70% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.97% | -0.07% | +0.94% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.01% | -0.23% | -5.80% | |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.84% | -1.05% | -4.49% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.70% | +0.35% | -4.55% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.39% | -0.15% | +1.53% | |
| 8 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 3.34% | -0.46% | +1.98% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.20% | +0.20% | +12.53% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.97% | -0.04% | +6.13% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.97% | -0.42% | +6.74% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.94% | -0.08% | -5.69% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.30% | +0.55% | -8.41% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.18% | — | +1.01% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.07% | -0.07% | -8.53% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.05% | +0.07% | +5.90% | |
| 17 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.73% | -0.13% | -13.66% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.70% | -0.12% | EXIT | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.53% | +0.01% | -7.33% | |
| 20 | ISCF | Ishares International Small | ETF-Other | 1.22% | -0.06% | +13.74% | |
| 21 | CMF | Ishares California Muni Bond | ETF-Other | 1.22% | -0.03% | +56.04% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.21% | +0.12% | +1.20% | |
| 23 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 1.20% | +0.11% | +6.55% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.13% | -0.09% | |
| 25 | IVLU | Ishares Msci International V | ETF-Other | 1.09% | -0.40% | +34.62% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | +0.11% | +8.99% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.01% | +8.57% | |
| 28 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.83% | -0.30% | +9.87% | |
| 29 | MBB | Ishares Mbs ETF | ETF-Other | 0.79% | +0.11% | +1.98% | |
| 30 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.78% | -0.01% | +2.48% | |
| 31 | PFFD | Global X US Preferred ETF | ETF-Other | 0.76% | -0.12% | EXIT | |
| 32 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.75% | -0.02% | -27.15% | |
| 33 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.72% | -2.89% | +17.41% | |
| 34 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.71% | -0.43% | +22.18% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.32% | -1.80% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.12% | -39.88% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.67% | — | +31.73% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.66% | +0.46% | +20.92% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | +0.16% | +30.39% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.01% | +0.66% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.13% | -13.91% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.03% | -6.89% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.19% | +6.00% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | — | -29.93% | |
| 45 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.55% | — | -12.62% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | — | +19.82% | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.53% | +0.01% | +119.18% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.52% | +0.50% | +83.99% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.52% | -0.04% | +5.14% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.51% | — | +1.61% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 108 disclosed positions in Q1 2024.
During Q1 2024, RHS Financial, LLC's top holdings by market value included FNDF (6.5%)、FNDX (6.1%)、SCHB (5.0%). The largest single position, FNDF, represented 6.5% of total portfolio value.
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In Q1 2024, RHS Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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