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CIK: 0001766514
Total reported value
$247.9M
$247.9M
127 檔
14.7%
At the close of Q1 2025, RHS Financial, LLC disclosed equity holdings valued at approximately $247.9M, spread across 127 reported holdings.
In Q1 2025, RHS Financial, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, FNDE, SCHB) accounted for 14.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.55% | -0.59% | -13.14% | |
| 2 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.45% | -1.05% | +0.83% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.37% | -0.07% | -6.65% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.70% | +0.35% | +9.43% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.36% | +0.30% | -5.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.33% | +0.20% | -5.31% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 2.96% | -0.40% | +54.33% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.76% | -0.15% | -12.65% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.73% | -0.08% | -1.99% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.67% | -0.23% | -0.26% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.31% | -0.42% | -11.92% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.16% | +0.55% | +1.78% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.13% | -0.04% | -29.44% | |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.05% | -0.53% | -6.51% | |
| 15 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 2.05% | -0.46% | -15.64% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.84% | -0.43% | +89.13% | |
| 17 | INTF | Ishares International Equity | ETF-Other | 1.70% | +0.40% | +306.27% | |
| 18 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.68% | +0.03% | +69.84% | |
| 19 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.67% | -0.13% | -1.70% | |
| 20 | ISCF | Ishares International Small | ETF-Other | 1.62% | -0.06% | -26.82% | |
| 21 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.47% | -0.43% | -17.33% | |
| 22 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.46% | +0.50% | +7.07% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | — | -33.92% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.43% | -0.07% | -18.85% | |
| 25 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.42% | -2.89% | +9.24% | |
| 26 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.41% | +0.01% | -2.18% | |
| 27 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.39% | -0.72% | -5.50% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.32% | -6.18% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.12% | +0.46% | -1.50% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.11% | +0.07% | -35.08% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.04% | +0.12% | -1.86% | |
| 32 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.91% | -0.12% | EXIT | |
| 33 | CMF | Ishares California Muni Bond | ETF-Other | 0.91% | -0.03% | -6.68% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.12% | +55.28% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.86% | +0.11% | -20.47% | |
| 36 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.83% | -0.01% | +1.12% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.82% | +0.41% | +96.74% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.79% | -0.04% | -45.55% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | -0.13% | -15.00% | |
| 40 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.76% | -0.14% | +10.59% | |
| 41 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.76% | +0.59% | +86.14% | |
| 42 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.75% | -0.30% | +8.43% | |
| 43 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.70% | +0.11% | -12.81% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | +0.11% | -42.86% | |
| 45 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.65% | — | +8.80% | |
| 46 | PFFD | Global X US Preferred ETF | ETF-Other | 0.63% | -0.12% | EXIT | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.05% | -4.55% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | +0.01% | -38.85% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.03% | +6.81% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.56% | — | -17.07% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 127 disclosed positions in Q1 2025.
During Q1 2025, RHS Financial, LLC's top holdings by market value included FNDX (4.5%)、FNDE (4.5%)、SCHB (4.4%). The largest single position, FNDX, represented 4.5% of total portfolio value.
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Top New Position Initiated
FNDX
市值: $8.1M
In Q1 2025, RHS Financial, LLC made 50 total portfolio adjustments, initiating 50 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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