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CIK: 0001766514
Total reported value
$295.5M
$295.5M
133 檔
13.2%
In Q3 2025, RHS Financial, LLC's U.S. equity holdings reached a combined market value of $295.5M, distributed across 133 disclosed stock positions.
RHS Financial, LLC executed strategic sector rebalancing during Q3 2025, establishing 31 new positions while fully exiting 25 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 | 4.23% | -0.66% | -5.39% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.19% | -0.53% | -2.26% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.15% | -0.44% | -3.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.13% | -0.37% | -2.53% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.55% | -0.28% | +1.96% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.38% | -0.46% | +1.11% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 3.34% | +0.41% | +2.39% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.33% | -0.59% | +17.00% | |
| 9 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 3.13% | -0.37% | +11.84% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.51% | -0.43% | -2.71% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.35% | -0.02% | +0.79% | |
| 12 | INTF | Ishares International Equity | ETF-Other | 2.29% | +0.43% | +1.68% | |
| 13 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.25% | +0.28% | -6.81% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.14% | -0.25% | -9.18% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.11% | -0.17% | +80.67% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.04% | -0.48% | -2.23% | |
| 17 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.82% | -0.13% | +15.90% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.75% | -0.48% | +25.80% | |
| 19 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.74% | -0.30% | +3.41% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.66% | -0.14% | -5.35% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.65% | -0.29% | +17.52% | |
| 22 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.64% | +0.25% | +2.17% | |
| 23 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.50% | -0.22% | -8.07% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 1.36% | -0.13% | +43.20% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.31% | +0.86% | -7.26% | |
| 26 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.27% | -0.05% | -5.03% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.20% | -0.16% | -3.42% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.13% | -0.11% | -1.71% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.08% | -0.27% | -12.42% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.07% | +4.26% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.06% | -2.69% | |
| 32 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.92% | -0.07% | +1.03% | |
| 33 | ISCF | Ishares International Small | ETF-Other | 0.87% | -0.05% | -10.54% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.86% | -0.04% | -5.90% | |
| 35 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.82% | -0.10% | +2.65% | |
| 36 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.82% | +0.12% | +20.51% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.79% | +0.14% | +14.83% | |
| 38 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.77% | — | +7.77% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.72% | -0.11% | -1.85% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | +0.17% | +10.24% | |
| 41 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.69% | +1.07% | -1.96% | |
| 42 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.66% | -0.44% | -2.24% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.14% | -3.94% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.58% | -0.31% | +239.70% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.04% | -2.18% | |
| 46 | BOXA | Alpha Architect Agg Bond ETF | ETF-Other | 0.53% | -0.09% | +15.21% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | -0.12% | -4.56% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.05% | — | |
| 49 | PFFD | Global X US Preferred ETF | ETF-Other | 0.46% | +0.07% | NEW | |
| 50 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.44% | -0.10% | -7.13% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $295.5M across 133 disclosed positions in Q3 2025.
During Q3 2025, RHS Financial, LLC's top holdings by market value included FNDX (4.2%)、SCHB (4.2%)、FNDE (4.2%). The largest single position, FNDX, represented 4.2% 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 13.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
AMZN
市值: $1.1M
Top Position Liquidated / Trimmed
VGLT
前期市值: $2.5M
In Q3 2025, RHS Financial, LLC made 155 total portfolio adjustments, initiating 31 new buys, adding to 40 positions, trimming 59 holdings, and fully liquidating 25 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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