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CIK: 0001766514
Total reported value
$295.5M
$295.5M
134 檔
12.8%
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 $295.5M across 134 reported positions.
RHS Financial, LLC executed strategic sector rebalancing during Q4 2024, establishing 14 new positions while fully exiting 15 holdings and trimming 59 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.85% | -0.66% | +177.15% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.55% | -0.53% | +188.98% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.84% | -0.44% | +3.15% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.29% | -0.37% | +0.25% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.05% | -0.28% | +8.65% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.02% | -0.46% | -16.94% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.94% | -0.11% | +12.83% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.72% | -0.43% | +89.36% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.44% | -0.14% | -2.87% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.43% | -0.25% | -4.78% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.41% | -0.29% | -7.55% | |
| 12 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 2.21% | -0.30% | -11.60% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | -0.02% | -2.97% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.01% | -0.59% | -2.62% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.00% | -0.48% | +36.12% | |
| 16 | ISCF | Ishares International Small | ETF-Other | 1.96% | -0.05% | +9.32% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.71% | -0.16% | +160.20% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.65% | -0.03% | -4.55% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.59% | -0.05% | +39.63% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.58% | +0.41% | +11.14% | |
| 21 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.49% | +0.25% | +3.93% | |
| 22 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.37% | -0.22% | -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% | -0.17% | -18.47% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.25% | — | -9.96% | |
| 26 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.17% | -0.13% | +10.34% | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.15% | +1.04% | -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% | +0.03% | +1.39% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.01% | -0.02% | +306.44% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.48% | +430.81% | |
| 32 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.99% | +0.28% | -2.75% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -0.13% | +18.91% | |
| 34 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.95% | -0.02% | +17.08% | |
| 35 | CMF | Ishares California Muni Bond | ETF-Other | 0.92% | -0.05% | -27.03% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.91% | -0.11% | +0.95% | |
| 37 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.87% | -0.37% | +83.98% | |
| 38 | PFFD | Global X US Preferred ETF | ETF-Other | 0.84% | +0.07% | NEW | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.83% | -0.14% | +186.67% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.07% | -1.71% | |
| 41 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.73% | +1.07% | -26.19% | |
| 42 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.73% | -0.10% | +5.69% | |
| 43 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.69% | -0.07% | -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% | — | -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% | +0.04% | -4.63% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.60% | +0.19% | +0.48% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.06% | -2.42% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | -0.05% | +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 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.25% | Add |
| 12 | T | At&t Inc | +0.2% | NEW | New buy |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | NEW | New buy |
| 14 | UHS | Universal Health Services-b | +0.2% | NEW | New buy |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +39.18% | Add |
| 16 | MATX | Matson Inc | +0.1% | NEW | New buy |
| 17 | IAUM | Ishares Gold Trust Micro | +0.1% | NEW | New buy |
| 18 | MBB | Ishares Mbs ETF | +0.1% | +18.91% | Add |
| 19 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 21 | DBX | Dropbox Inc-class A | +0.1% | NEW | New buy |
| 22 | CRUS | Cirrus Logic Inc | +0.1% | NEW | New buy |
| 23 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | New buy |
| 24 | NULV | Nuveen Esg Large-cap Val ETF | +0.1% | NEW | New buy |
| 25 | SCHG | Schwab US Large-cap Growth | +0.1% | +306.44% | Add |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | NEW | New buy |
| 27 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +17.83% | Add |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +11.00% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | -4.63% | Trim |
| 30 | VUG | Vanguard Growth ETF | +0.1% | +5.86% | Add |
| 31 | NVDA | Nvidia CORP | +0.1% | -1.71% | Trim |
| 32 | IYW | Ishares Ustechnology ETF | +0.1% | +6.74% | Add |
| 33 | IDCC | Interdigital Inc | +0.1% | -6.47% | Trim |
| 34 | IVLU | Ishares Msci International V | +0.1% | +11.14% | Add |
| 35 | INGR | Ingredion Inc | +0.1% | +42.73% | Add |
| 36 | SCHB | Schwab US Broad Market ETF | +0.1% | +188.98% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 38 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | +25.36% | Add |
| 39 | UCIB | Etracs UBS Bbg Cons Ma Ser B | +0.1% | +3.93% | Add |
| 40 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +10.37% | Add |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | +0.1% | +39.84% | Add |
| 42 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +10.34% | Add |
| 43 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -2.62% | Trim |
| 44 | ISCF | Ishares International Small | +0.1% | +9.32% | Add |
| 45 | KR | Kroger Co | 0% | +19.51% | Add |
| 46 | XVV | Ishares Esg Select Screened | 0% | +20.52% | Add |
| 47 | PPC | Pilgrim's Pride CORP | 0% | +21.86% | Add |
| 48 | EFG | Ishares Msci Eafe Growth ETF | 0% | +22.53% | Add |
| 49 | SCSC | Scansource Inc | 0% | +29.99% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | 0% | -2.97% | Trim |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $295.5M 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 12.8% 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 144 total portfolio adjustments, initiating 14 new buys, adding to 56 positions, trimming 59 holdings, and fully liquidating 15 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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