RF

RHS Financial, LLC

13F
RHS Financial, LLC
Last update 2024-07-16 77 Stocks (2 new)
Value $163.00 Mil Turnover 7 %
Countries:
Top Holdings: FNDF(6.45%)FNDX(6.15%)SCHB(5.27%)FNDE(4.38%)VTI(3.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
RHS Financial, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FNDF 		Schwab Fundamental International Equity ETF
300,987
10543.580
-3.64%
6.450
-0.24%
-
+0.10%
+5.91%
13701.061
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
150,224
10062.040
-3.55%
6.150
-0.22%
-
+3.71%
+15.81%
17203.857
 
SCHB 		Schwab U.S. Broad Market ETF
136,987
8612.370
-1.95%
5.270
-0.10%
-
+6.79%
+21.00%
31796.602
 
FNDE 		Schwab Fundamental Emerging Markets Equity ETF
241,900
7152.990
+1.81%
4.380
+0.08%
-
+8.13%
+16.14%
6526.800
 
VTI 		Vanguard Total Stock Market ETF
24,206
6475.350
-0.90%
3.960
-0.03%
-
+6.77%
+20.89%
420971.704
 
IGSB 		iShares 1-3 Year Credit Bond ETF
124,909
6400.360
-6.88%
3.920
-0.28%
-
+0.55%
+1.48%
20901.088
 
JPEM 		JPMorgan Diversified Return Emerging Markets Equity ETF
109,641
5929.400
+2.30%
3.630
+0.08%
-
-0.19%
+3.56%
324.812
 
VEA 		Vanguard FTSE Developed Markets ETF
113,521
5610.220
+3.65%
3.430
+0.12%
-
+0.65%
+5.42%
137422.472
 
SCHF 		Schwab International Equity ETF
144,112
5536.780
-3.25%
3.390
-0.11%
-
+0.99%
+6.46%
40644.832
 
ICSH 		BlackRock Ultra Short-Term Bond ETF
106,207
5366.650
+5.46%
3.280
+0.17%
-
+0.11%
+0.65%
5489.027
 

RHS Financial, LLC's Historical Top Holdings Breakdowns

RHS Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BOXX 		Alpha Architect 1-3 Month Box ETF2024-06-30Add
+1.13%
●
106.51 ($107.12) 107.82
$109.39
2.12%
Add 875.64%
19,181
17,215
AAPL 		Apple Inc2024-06-30Add
+0.78%
●
165 ($186.49) 216.67
$230.31
23.50%
Add 85.72%
13,049
6,023
BCD 		abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF2024-06-30New Buy
+0.77%
●
31.71 ($32.82) 34.11
$32.44
-1.16%
New holding
38,580
38,580
MSFT 		Microsoft Corp2024-06-30Sold Out
-0.68%
●
389.33 ($422.32) 452.85
$434.64
2.92%
Sold Out
0
-2,756
RING 		iShares MSCI Global Gold Miners ETF2024-06-30Add
+0.64%
●
25.64 ($27.48) 29.83
$33.93
23.47%
Add 118.03%
69,981
37,884
AMZN 		Amazon.com Inc2024-06-30Sold Out
-0.61%
●
173.67 ($183.7) 197.85
$193.43
5.30%
Sold Out
0
-5,831
VUG 		Vanguard Growth ETF2024-06-30Sold Out
-0.60%
●
322.46 ($349.89) 377.11
$394.94
12.87%
Sold Out
0
-2,975
QQQ 		INVESCO QQQ Trust2024-06-30Sold Out
-0.57%
●
414.65 ($449.75) 485.21
$497.32
10.58%
Sold Out
0
-2,208
SCHD 		Schwab US Dividend Equity ETF2024-06-30Reduce
-0.55%
●
75.81 ($78.09) 80.15
$28.17
-63.92%
Reduce -45.97%
13,684
-11,644
MGC 		Vanguard Mega Cap 300 Index ETF2024-06-30Sold Out
-0.53%
●
177.06 ($188.09) 198.62
$209.41
11.33%
Sold Out
0
-4,892

RHS Financial, LLC Total Holding History ($B)

To

RHS Financial, LLC's Asset Allocation

To

RHS Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RHS Financial, LLC's Hypothetical Growth since 2024-06-30

RHS Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RHS Financial, LLC's Holdings Heat Map

Size field:

RHS Financial, LLC's Holdings Bubble Chart

RHS Financial, LLC News

  • 1

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