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CIK: 0001766514
Total reported value
$247.9M
$247.9M
77 檔
17.3%
In Q2 2024, RHS Financial, LLC's U.S. equity holdings reached a combined market value of $247.9M, distributed across 77 disclosed stock positions.
During Q2 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 17.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.45% | +0.30% | -3.64% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.15% | -0.59% | -3.55% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.27% | -0.07% | -1.95% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.38% | -1.05% | +1.81% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.96% | +0.35% | -0.90% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.92% | -0.23% | -6.88% | |
| 7 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 3.63% | -0.46% | +2.30% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.43% | +0.20% | +3.65% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.39% | -0.15% | -3.25% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.28% | -0.42% | +5.46% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.20% | -0.04% | -1.33% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.97% | -0.08% | -4.16% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | — | -0.28% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.29% | -0.07% | +2.01% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.18% | +0.07% | -2.36% | |
| 16 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 2.03% | -0.13% | +9.31% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.03% | +0.55% | -19.48% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.32% | +85.72% | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.57% | +0.01% | -6.10% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.46% | -0.12% | EXIT | |
| 21 | CMF | Ishares California Muni Bond | ETF-Other | 1.43% | -0.03% | +12.78% | |
| 22 | IVLU | Ishares Msci International V | ETF-Other | 1.40% | -0.40% | +25.85% | |
| 23 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 1.38% | +0.11% | +12.29% | |
| 24 | ISCF | Ishares International Small | ETF-Other | 1.29% | -0.06% | +3.16% | |
| 25 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.26% | -0.53% | +875.64% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.24% | +0.12% | -0.51% | |
| 27 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.18% | -0.72% | +118.03% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | +0.11% | +10.26% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.07% | +0.01% | +4.72% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | — | +61.08% | |
| 31 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.90% | -0.30% | -1.51% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | -0.05% | +1161.19% | |
| 33 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.82% | -0.01% | +2.11% | |
| 34 | PFFD | Global X US Preferred ETF | ETF-Other | 0.77% | -0.12% | EXIT | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.77% | +0.11% | -7.42% | |
| 36 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.77% | +0.59% | — | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.75% | -2.89% | +1.93% | |
| 38 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.73% | -0.43% | +1.66% | |
| 39 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.73% | -0.14% | +188.96% | |
| 40 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.71% | +0.50% | +32.49% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.13% | -45.97% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | +0.01% | -9.72% | |
| 43 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.61% | -0.02% | -21.63% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | — | +151.71% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.60% | — | +15.31% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.58% | — | -15.93% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | +0.16% | -11.88% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.55% | -0.04% | +1.18% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.54% | — | +28.76% | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.52% | +0.04% | +9.78% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 77 disclosed positions in Q2 2024.
During Q2 2024, RHS Financial, LLC's top holdings by market value included FNDF (6.5%)、FNDX (6.2%)、SCHB (5.3%). The largest single position, FNDF, represented 6.5% of total portfolio value.
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In Q2 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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