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CIK: 0001766514
Total reported value
$247.9M
$247.9M
144 檔
16.5%
At the close of Q4 2025, RHS Financial, LLC disclosed equity holdings valued at approximately $247.9M, spread across 144 reported holdings.
In Q4 2025, RHS Financial, LLC displayed an active expansion posture, initiating 15 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNDE, FNDX, VTI) accounted for 16.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.28% | -1.05% | +9.86% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.17% | -0.59% | +1.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.14% | +0.35% | +4.27% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.73% | -0.07% | -7.31% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.59% | +0.30% | +7.41% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.51% | +0.20% | +0.95% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 3.49% | -0.40% | +3.65% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.24% | +0.55% | +6.05% | |
| 9 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.99% | -0.43% | -0.79% | |
| 10 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.68% | -0.72% | +11.19% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.35% | -0.15% | -3.62% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.33% | -2.89% | — | |
| 13 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.32% | -0.53% | +19.18% | |
| 14 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.27% | +0.03% | +2.45% | |
| 15 | INTF | Ishares International Equity | ETF-Other | 2.23% | +0.40% | -1.42% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.32% | +1.38% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.01% | -0.08% | +1.15% | |
| 18 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.77% | -0.46% | +5.06% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.73% | +0.50% | +0.66% | |
| 20 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.60% | -0.13% | +0.63% | |
| 21 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 1.40% | +0.01% | -2.57% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.40% | -0.42% | -9.57% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.38% | +0.46% | -14.72% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.32% | -0.58% | +29.73% | |
| 25 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.25% | -0.43% | +3.49% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.18% | -0.23% | -24.46% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.09% | -0.07% | -5.20% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.98% | -0.04% | -9.62% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.97% | +0.41% | +27.60% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.94% | +0.11% | -26.12% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.91% | -0.35% | -27.39% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.05% | -0.35% | |
| 33 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.90% | -0.14% | -3.14% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.79% | -0.04% | -2.44% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.12% | -5.18% | |
| 36 | XWIAX | Western Asset Infl-link Sec | Stock-Other | 0.76% | -0.01% | +0.03% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | -0.12% | +14.36% | |
| 38 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.69% | -0.30% | -6.95% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.69% | +0.12% | -1.22% | |
| 40 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.66% | +0.11% | +1.57% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.38% | +93.08% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.03% | +10.17% | |
| 43 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.59% | — | -23.72% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.13% | +6.37% | |
| 45 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.58% | -0.21% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.13% | -6.13% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | +0.07% | -3.97% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | +0.03% | +17.30% | |
| 49 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.52% | +0.13% | +15.49% | |
| 50 | ISCF | Ishares International Small | ETF-Other | 0.51% | -0.06% | -38.46% |
According to official SEC Form 13F filings, RHS Financial, LLC reported a total U.S. public equity portfolio value of $247.9M across 144 disclosed positions in Q4 2025.
During Q4 2025, RHS Financial, LLC's top holdings by market value included FNDE (4.3%)、FNDX (4.2%)、VTI (4.1%). The largest single position, FNDE, represented 4.3% of total portfolio value.
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Top New Position Initiated
VGLT
市值: $4.8M
Top Position Liquidated / Trimmed
SUSB
前期市值: $411.4K
In Q4 2025, RHS Financial, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 5 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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