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CIK: 0001766514
Total reported value
$247.9M
$247.9M
135 檔
16.6%
The Q3 2024 SEC filing reveals that RHS Financial, LLC held a total portfolio value of $247.9M, covering 135 public equity positions.
In Q3 2024, RHS Financial, LLC displayed an active expansion posture, initiating 28 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHB, FNDE) accounted for 16.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.16% | -0.59% | -4.89% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.49% | -0.07% | -2.18% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.02% | -1.05% | +2.27% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.99% | +0.30% | -29.61% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.12% | +0.35% | -9.62% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.11% | -0.15% | +4.18% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.02% | +0.20% | +0.03% | |
| 8 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 2.65% | -0.46% | -15.24% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.56% | -0.08% | -3.89% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.55% | -0.42% | -6.04% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.49% | -0.23% | -24.80% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.48% | -0.04% | -10.79% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | — | -0.48% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.96% | +0.55% | +13.26% | |
| 15 | ISCF | Ishares International Small | ETF-Other | 1.91% | -0.06% | +64.11% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.87% | -0.07% | -6.21% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.69% | +0.07% | -10.49% | |
| 18 | IVLU | Ishares Msci International V | ETF-Other | 1.51% | -0.40% | +21.74% | |
| 19 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.43% | -0.13% | -13.85% | |
| 20 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.41% | -0.53% | +34.36% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.32% | -8.08% | |
| 22 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.38% | -2.89% | +108.73% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.35% | -0.12% | EXIT | |
| 24 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.35% | +0.01% | -2.61% | |
| 25 | CMF | Ishares California Muni Bond | ETF-Other | 1.24% | -0.03% | +3.36% | |
| 26 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.21% | -0.43% | +88.00% | |
| 27 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.16% | -0.72% | +0.11% | |
| 28 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.12% | +0.50% | +82.38% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | +0.11% | +4.28% | |
| 30 | PFFD | Global X US Preferred ETF | ETF-Other | 1.07% | -0.12% | EXIT | |
| 31 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 1.02% | +0.11% | -18.23% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.97% | +0.12% | -11.16% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.01% | -0.99% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | -0.13% | +50.24% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.84% | -0.04% | +68.50% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | +0.11% | +26.43% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | — | -1.94% | |
| 38 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.77% | +0.03% | +157.11% | |
| 39 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.73% | -0.30% | +4.27% | |
| 40 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.72% | -0.01% | -0.46% | |
| 41 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.71% | -0.14% | +17.26% | |
| 42 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.69% | -0.43% | EXIT | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.05% | -2.46% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.12% | — | |
| 45 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.58% | — | +24.89% | |
| 46 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.57% | +0.01% | — | |
| 47 | INTF | Ishares International Equity | ETF-Other | 0.56% | +0.40% | — | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.55% | — | +4.80% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.54% | — | +7.86% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | +0.16% | +6.24% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 135 disclosed positions in Q3 2024.
During Q3 2024, RHS Financial, LLC's top holdings by market value included FNDX (5.2%)、SCHB (4.5%)、FNDE (4.0%). The largest single position, FNDX, represented 5.2% of total portfolio value.
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Top New Position Initiated
MSFT
市值: $1.2M
Top Position Liquidated / Trimmed
BCD
前期市值: $1.3M
In Q3 2024, RHS Financial, LLC made 50 total portfolio adjustments, initiating 28 new buys, adding to 17 positions, trimming 4 holdings, and fully liquidating 1 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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