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CIK: 0001766514
Total reported value
$247.9M
$247.9M
131 檔
15.0%
The Q2 2025 SEC filing reveals that RHS Financial, LLC held a total portfolio value of $247.9M, covering 131 public equity positions.
RHS Financial, LLC executed strategic sector rebalancing during Q2 2025, establishing 10 new positions while fully exiting 9 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHB, FNDE) accounted for 15.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.57% | -0.59% | -4.65% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.36% | -0.07% | -10.99% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.31% | -1.05% | -10.73% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.29% | +0.35% | +3.60% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.62% | +0.20% | -4.22% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.41% | +0.30% | -9.47% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 3.31% | -0.40% | +1.90% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.92% | +0.55% | +12.13% | |
| 9 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.82% | -0.43% | +36.22% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.68% | -0.15% | -14.08% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.54% | -0.08% | -8.14% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.37% | +0.03% | +25.34% | |
| 13 | INTF | Ishares International Equity | ETF-Other | 2.35% | +0.40% | +22.83% | |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.27% | -0.53% | +7.92% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.91% | -0.23% | -29.90% | |
| 16 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.79% | -0.72% | +11.74% | |
| 17 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.76% | -0.46% | -20.63% | |
| 18 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.70% | -0.13% | +1.76% | |
| 19 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.66% | +0.01% | +5.55% | |
| 20 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.64% | +0.50% | -2.52% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.53% | -0.42% | -34.53% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.53% | -0.35% | +411.76% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.51% | +0.46% | +34.74% | |
| 24 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.45% | -0.43% | -7.87% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.35% | -0.58% | +998.06% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.26% | -0.07% | -21.42% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.17% | -0.04% | -51.25% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.32% | -3.63% | |
| 29 | MBB | Ishares Mbs ETF | ETF-Other | 1.02% | +0.11% | +17.88% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.12% | -12.25% | |
| 31 | ISCF | Ishares International Small | ETF-Other | 1.01% | -0.06% | -46.82% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.98% | -0.04% | +14.22% | |
| 33 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.88% | -0.14% | +7.45% | |
| 34 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.88% | -0.01% | +3.12% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.05% | -7.64% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.77% | +0.12% | -32.62% | |
| 37 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.73% | -0.30% | -5.47% | |
| 38 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.73% | +0.11% | +0.39% | |
| 39 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.73% | — | +3.29% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.71% | +0.41% | -22.41% | |
| 41 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.71% | +0.59% | -4.78% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | -0.13% | -8.25% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.63% | -0.12% | +34.87% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.13% | — | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | +0.07% | -56.91% | |
| 46 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.51% | -0.09% | — | |
| 47 | BOXA | Alpha Architect Agg Bond ETF | ETF-Other | 0.49% | +0.05% | — | |
| 48 | PFFD | Global X US Preferred ETF | ETF-Other | 0.49% | -0.12% | EXIT | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.03% | -34.19% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.44% | -0.01% | +209.62% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 131 disclosed positions in Q2 2025.
During Q2 2025, RHS Financial, LLC's top holdings by market value included FNDX (4.6%)、SCHB (4.4%)、FNDE (4.3%). The largest single position, FNDX, represented 4.6% of total portfolio value.
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Top New Position Initiated
AMZN
市值: $1.1M
Top Position Liquidated / Trimmed
DYNF
前期市值: $992.5K
In Q2 2025, RHS Financial, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 13 positions, trimming 18 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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