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CIK: 0001766514
Total reported value
$247.9M
$247.9M
134 檔
15.3%
During the Q4 2024 filing period, RHS Financial, LLC (CIK: 0001766514) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $247.9M across 134 reported positions.
RHS Financial, LLC executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 9 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.85% | -0.59% | +177.15% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.55% | -0.07% | +188.98% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.84% | -1.05% | +3.15% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.29% | +0.35% | +0.25% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.05% | +0.20% | +8.65% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.02% | +0.30% | -16.94% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.94% | -0.04% | +12.83% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.72% | -0.15% | +89.36% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.44% | -0.23% | -2.87% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.43% | -0.08% | -4.78% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.41% | -0.42% | -7.55% | |
| 12 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 2.21% | -0.46% | -11.60% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | — | -2.97% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.01% | +0.55% | -2.62% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.00% | -0.53% | +36.12% | |
| 16 | ISCF | Ishares International Small | ETF-Other | 1.96% | -0.06% | +9.32% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.71% | -0.07% | +160.20% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.65% | +0.07% | -4.55% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.59% | -0.43% | +39.63% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.58% | -0.40% | +11.14% | |
| 21 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.49% | -0.13% | +3.93% | |
| 22 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.37% | +0.01% | -0.33% | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.33% | -0.04% | +66.23% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.32% | -18.47% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.25% | -0.12% | EXIT | |
| 26 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.17% | +0.50% | +10.34% | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.15% | -2.89% | -9.57% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | — | +22.14% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.02% | +0.11% | +1.39% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.01% | +0.01% | +306.44% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | +0.46% | +430.81% | |
| 32 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.99% | -0.72% | -2.75% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | +0.11% | +18.91% | |
| 34 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.95% | +0.03% | +17.08% | |
| 35 | CMF | Ishares California Muni Bond | ETF-Other | 0.92% | -0.03% | -27.03% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.91% | +0.12% | +0.95% | |
| 37 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.87% | -0.43% | +83.98% | |
| 38 | PFFD | Global X US Preferred ETF | ETF-Other | 0.84% | -0.12% | EXIT | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.83% | -0.13% | +186.67% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.05% | -1.71% | |
| 41 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.73% | +0.11% | -26.19% | |
| 42 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.73% | -0.01% | +5.69% | |
| 43 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.69% | -0.14% | -2.78% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.67% | — | +39.18% | |
| 45 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.66% | -0.30% | -4.45% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.65% | — | +11.00% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.13% | -4.63% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.60% | +0.01% | +0.48% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.12% | -2.42% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.03% | +5.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +0.6% | +430.81% | Add |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | +0.6% | +36.12% | Add |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.5% | +66.23% | Add |
| 4 | ESGU | Ishares Esg Aware Msci USA | +0.5% | +12.83% | Add |
| 5 | EMLC | Vaneck JPM Em Local Curr Bnd | +0.4% | +39.63% | Add |
| 6 | EMGF | Ishares Emerging Markets Equ | +0.4% | +83.98% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | NEW | New buy |
| 8 | BCD | Abrdn Bloomberg All Commodit | +0.4% | NEW | New buy |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +22.14% | Add |
| 10 | LRGF | Ishares US Equity Factor ETF | +0.2% | +17.08% | Add |
| 11 | T | At&t Inc | +0.2% | NEW | New buy |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | NEW | New buy |
| 13 | UHS | Universal Health Services-b | +0.2% | NEW | New buy |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +39.18% | Add |
| 15 | MATX | Matson Inc | +0.1% | NEW | New buy |
| 16 | IAUM | Ishares Gold Trust Micro | +0.1% | NEW | New buy |
| 17 | MBB | Ishares Mbs ETF | +0.1% | +18.91% | Add |
| 18 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 20 | DBX | Dropbox Inc-class A | +0.1% | NEW | New buy |
| 21 | CRUS | Cirrus Logic Inc | +0.1% | NEW | New buy |
| 22 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | New buy |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -2.87% | Trim |
| 24 | GBIL | Goldman Sachs Access Treasur | -0.1% | -9.96% | Trim |
| 25 | UFPI | Ufp Industries Inc | -0.1% | EXIT | Sold out |
| 26 | GAP | Gap Inc/the | -0.1% | EXIT | Sold out |
| 27 | HCI | Hci Group Inc | -0.1% | EXIT | Sold out |
| 28 | VB | Vanguard Small-cap ETF | -0.1% | EXIT | Sold out |
| 29 | ARCH1USD | Arch Resources Inc | -0.1% | EXIT | Sold out |
| 30 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -4.78% | Trim |
| 31 | MPC | Marathon Petroleum CORP | -0.1% | EXIT | Sold out |
| 32 | ICSH | Ishares Ultra Short Duration | -0.1% | -7.55% | Trim |
| 33 | AAPL | Apple Inc | -0.1% | -18.47% | Trim |
| 34 | JPIN | JPM Diversified Ret Intl Eq | -0.1% | -32.94% | Trim |
| 35 | DFAE | Dimensional Emerging Core Eq | -0.2% | EXIT | Sold out |
| 36 | SCHX | Schwab US Large-cap ETF | -0.2% | +160.20% | Add |
| 37 | NRG | Nrg Energy Inc | -0.2% | EXIT | Sold out |
| 38 | RING | Ishares Msci Global Gold Min | -0.2% | -2.75% | Trim |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.2% | +3.15% | Add |
| 40 | INTF | Ishares International Equity | -0.2% | -32.00% | Trim |
| 41 | VGLT | Vanguard Long-term Treasury | -0.2% | -9.57% | Trim |
| 42 | PFFD | Global X US Preferred ETF | -0.2% | -18.53% | Trim |
| 43 | EDV | Vanguard Extended Dur Treas | -0.2% | -25.24% | Trim |
| 44 | AOR | Ishares Core 60/40 Balanced | -0.3% | EXIT | Sold out |
| 45 | JPUS | Jpmorgan Div Ret US Eq ETF | -0.3% | -26.19% | Trim |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.3% | +177.15% | Add |
| 47 | CMF | Ishares California Muni Bond | -0.3% | -27.03% | Trim |
| 48 | SCHF | Schwab Intl Equity ETF | -0.4% | +89.36% | Add |
| 49 | JPEM | JPM Diversified Ret Em Equit | -0.4% | -11.60% | Trim |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -1% | -16.94% | Trim |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 134 disclosed positions in Q4 2024.
During Q4 2024, RHS Financial, LLC's top holdings by market value included FNDX (4.8%)、SCHB (4.5%)、FNDE (3.8%). The largest single position, FNDX, represented 4.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHB, FNDE) accounted for 15.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
IDEV
市值: $696.4K
Top Position Liquidated / Trimmed
AOR
前期市值: $533.2K
In Q4 2024, RHS Financial, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 9 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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