RF

RHS Financial, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$211.1M

Reporting period: 2026-03-31 · Number of holdings: 224

RHS Financial, LLC disclosed 224 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $211.1M and a quarterly turnover rate of 17.3%.

Personality snowflake

Concentration
8.06
Portfolio Stability
17.32
Momentum/Contrarian
100
Sector conviction
90.85
Diversification
100
Sizing Uniformity
86.02

Recent moves

  • Trim FNDE

    -23.7%　-$1.7M

  • Add VGLT

    +43.4%　$2.0M

  • Add FNDF

    +16.1%　$1.9M

  • Add EFAV

    +55.9%　$1.2M

  • Trim SCHB

    -7.1%　-$849.5K

  • Trim MTUM

    -8.6%　-$819.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 146 holdings (of 224 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other4.38%+0.79%+16.07%
2FNDXSchwab Fndmntl US Lrg Co ETFETF-Other4.33%+0.16%+4.49%
3VTIVanguard Total Stock Mkt ETFETF-Other4.15%+0.01%+8.11%
4IVLUIshares Msci International VETF-Other3.64%+0.15%+3.04%
5VEAVanguard Ftse Developed ETFETF-Other3.43%—-1.99%
6FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other3.36%-0.92%-23.74%
7VGLTVanguard Long-term TreasuryETF-Gov Bonds3.22%+0.89%+43.36%
8SCHBSchwab US Broad Market ETFETF-Other3.22%-0.51%-7.11%
9EMGFIshares Emerging Markets EquETF-Emerging Markets2.97%—-1.97%
10MTUMIshares Msci USA Momentum FaETF-Other2.76%-0.48%-8.57%
11RINGIshares Msci Global Gold MinETF-Commodities2.69%—-3.39%
12BOXXAlpha Architect 1-3 Mnth BoxETF-Other2.58%+0.26%+13.47%
13INTFIshares International EquityETF-Other2.46%+0.23%+9.69%
14SCHFSchwab Intl Equity ETFETF-Other2.28%—-2.67%
15LRGFIshares US Equity Factor ETFETF-Other2.21%—+5.34%
16USMVIshares Msci USA Min Vol FacETF-Other2.02%—+4.73%
17AAPLApple INCStock-Tech1.88%-0.27%-3.33%
18UCIBEtracs UBS Bbg Cons Ma Ser BETF-Other1.80%+0.20%-1.40%
19IMTMIshares Msci Intl Momentum FETF-Other1.79%—+6.36%
20JPEMJPM Diversified Ret Em EquitETF-Other1.51%-0.26%-14.10%
21EFAVIshares Msci Eafe Min Vol FaETF-Other1.46%+0.55%+55.88%
22VGITVanguard Intermediate-term TETF-Other1.38%—+8.75%
23SCHPSchwab U.s. Tips ETFETF-Other1.36%—+0.57%
24NTSXWisdomtree US Efficient CoreETF-Other1.24%—-3.93%
25ICSHIshares Ultra Short DurationETF-Other1.20%-0.20%-11.75%
26EMLCVaneck JPM Em Local Curr BndETF-Other1.05%-0.20%-11.31%
27IGSBIshares 1-5y Inv Grade CORPETF-Other1.01%-0.17%-10.77%
28IDEVIshares Core Msci Dev MktsETF-Other0.99%—+3.81%
29ESGUIshares Esg Aware Msci USAETF-Other0.90%—-0.47%
30NVDANvidia CORPStock-Tech0.85%—+3.57%
31LEMBIshares Jp Morgan Em Local CETF-Other0.81%+0.22%+42.45%
32VYMVanguard High Dvd Yield ETFETF-Other0.78%+0.13%+20.83%
33SCHXSchwab US Large-cap ETFETF-Other0.78%-0.31%-22.58%
34XWIAXWestern Asset Infl-link SecStock-Other0.77%—+6.60%
35RSSTReturn Stacked US Sm Ftr ETFETF-Other0.75%-0.15%-13.69%
36SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.70%+0.22%+49.82%
37BCDAbrdn Bloomberg All CommoditETF-Other0.68%+0.18%+20.87%
38VLUEIshares Msci USA Value FactoETF-Other0.67%+0.15%+26.02%
39JPUSJpmorgan Div Ret US Eq ETFETF-Other0.65%—-3.04%
40MBBIshares Mbs ETFETF-Other0.64%-0.30%-30.14%
41BPREBluerock Private Real EstateStock-Financials0.61%—-2.58%
42EEMVIshares Msci Emg Mkt Min VolETF-Other0.61%-0.19%-22.05%
43ESGDIshares Trust Ishares Esg AwETF-Other0.60%—-10.39%
44SCHDSchwab US Dvd Equity ETFETF-Other0.60%—-1.07%
45ITOTIshares Core S&p Total U.s.ETF-Other0.58%-0.18%-17.14%
46MSFTMicrosoft CORPStock-Tech0.56%-0.22%-3.37%
47GOOGLAlphabet Inc-cl AStock-Comm Services0.54%—-5.41%
48BOXAAlpha Architect Agg Bond ETFETF-Other0.53%—+8.32%
49USRTIshares Core US Reit ETFETF-Other0.50%+0.30%+143.38%
50AMZNAmazon.com INCStock-Consumer Disc0.48%—-8.03%
1–50 of 146

Holding changes this quarter

RHS Financial, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Extended Dur Treas (EDV); New buy: Ishares Broad Usd Investment (USIG); New buy: Adobe INC (ADBE); Sold out: Vanguard Tot World Stk ETF (VT); New buy: Ishrs US E F R A Etf-usd INC (DYNF).

Position changes disclosed by RHS Financial, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VGLTVanguard Long-term Treasury+0.9%+43.36%Add
2FNDFSchwab Fndmn Intl Lrg Co ETF+0.8%+16.07%Add
3EFAVIshares Msci Eafe Min Vol Fa+0.6%+55.88%Add
4USRTIshares Core US Reit ETF+0.3%+143.38%Add
5BOXXAlpha Architect 1-3 Mnth Box+0.3%+13.47%Add
6INTFIshares International Equity+0.2%+9.69%Add
7SPYVSs Spdr P S&p 500 Value ETF+0.2%+49.82%Add
8LEMBIshares Jp Morgan Em Local C+0.2%+42.45%Add
9UCIBEtracs UBS Bbg Cons Ma Ser B+0.2%-1.40%Trim
10BHKBlackrock Core Bond Trust+0.2%+308.51%Add
11BCDAbrdn Bloomberg All Commodit+0.2%+20.87%Add
12SPMOInvesco S&p 500 Momentum ETF+0.2%+116.46%Add
13FNDXSchwab Fndmntl US Lrg Co ETF+0.2%+4.49%Add
14IVLUIshares Msci International V+0.2%+3.04%Add
15VLUEIshares Msci USA Value Facto+0.2%+26.02%Add
16QQQInvesco Qqq Trust Series 1+0.2%+155.59%Add
17VYMVanguard High Dvd Yield ETF+0.1%+20.83%Add
18IGLBIshares 10+ Year Inv Gr CORP+0.1%+96.36%Add
19IAGGIshares Intl Aggregate Bond+0.1%+60.99%Add
20VTIVanguard Total Stock Mkt ETF0%+8.11%Add
21SGOVIshares 0-3 Month Treasury B-0.2%-26.59%Trim
22RSSTReturn Stacked US Sm Ftr ETF-0.2%-13.69%Trim
23VUGVanguard Growth ETF-0.2%-20.73%Trim
24TLHIshares 10-20 Year Treasury-0.2%-37.29%Trim
25IGSBIshares 1-5y Inv Grade CORP-0.2%-10.77%Trim
26ITOTIshares Core S&p Total U.s.-0.2%-17.14%Trim
27EEMVIshares Msci Emg Mkt Min Vol-0.2%-22.05%Trim
28EMLCVaneck JPM Em Local Curr Bnd-0.2%-11.31%Trim
29ICSHIshares Ultra Short Duration-0.2%-11.75%Trim
30MSFTMicrosoft CORP-0.2%-3.37%Trim
31DBMFImgp Dbi Managed Futures Str-0.2%-37.58%Trim
32JPEMJPM Diversified Ret Em Equit-0.3%-14.10%Trim
33AAPLApple INC-0.3%-3.33%Trim
34MBBIshares Mbs ETF-0.3%-30.14%Trim
35SCHXSchwab US Large-cap ETF-0.3%-22.58%Trim
36MTUMIshares Msci USA Momentum Fa-0.5%-8.57%Trim
37SCHBSchwab US Broad Market ETF-0.5%-7.11%Trim
38FNDESchwab Fndmntl Em Mrk Eq ETF-0.9%-23.74%Trim
39EDVVanguard Extended Dur Treas—NEWNew buy
40USIGIshares Broad Usd Investment—NEWNew buy
41ADBEAdobe INC—NEWNew buy
42VTVanguard Tot World Stk ETF—EXITSold out
43DYNFIshrs US E F R A Etf-usd INC—NEWNew buy
441RGRev Group INC—EXITSold out
45CFCf Industries Holdings INC—NEWNew buy
46CMCSAComcast Corp-class A—NEWNew buy
47NRGNrg Energy INC—EXITSold out
48HPQHp INC—EXITSold out
49COSTCostco Wholesale CORP—NEWNew buy
50FTITechnipFMC plc—NEWNew buy

FAQ

What is RHS Financial, LLC and what type of investor is it?
RHS Financial, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $211.1M, spread across 224 disclosed positions.
What are RHS Financial, LLC's largest equity positions?
Based on the latest 13F filing, RHS Financial, LLC's top holdings by market value are: 1. Schwab Fndmn Intl Lrg Co ETF (FNDF) — $9.2M (4.4%) 2. Schwab Fndmntl US Lrg Co ETF (FNDX) — $9.1M (4.3%) 3. Vanguard Total Stock Mkt ETF (VTI) — $8.8M (4.2%) 4. Ishares Msci International V (IVLU) — $7.7M (3.6%) 5. Vanguard Ftse Developed ETF (VEA) — $7.2M (3.4%)
What changes did RHS Financial, LLC make in its most recent portfolio filing?
In the latest reported quarter, RHS Financial, LLC made 50 notable position adjustments: 8 new positions were initiated, 19 existing holdings were added to, 19 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Vanguard Extended Dur Treas (EDV); New buy: Ishares Broad Usd Investment (USIG); New buy: Adobe INC (ADBE); Sold out: Vanguard Tot World Stk ETF (VT); New buy: Ishrs US E F R A Etf-usd INC (DYNF)
What sectors does RHS Financial, LLC focus on?
RHS Financial, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 49.0% • Communication Services: 16.8% • Health Care: 12.3% • Consumer Discretionary: 10.7% • Consumer Staples: 8.6% • Financials: 2.6%