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RHS Financial, LLC

Portfolio Manager
RHS Financial, LLC
Performance
+1.65% (2026 Q1)
AUM (13F)
$211.06M
# of Holdings
146
Performance Rank
Allocation (Top 20)
56.68%

RHS Financial, LLC Holdings Map

Top 50 RHS Financial, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FNDF
SCHWAB STRATEGIC TR
4.38%189.0K$9.2M
+16.07%(+26.17K)
2025-Q1: 165.6K shares2025-Q2: 149.9K shares2025-Q3: 151.6K shares2025-Q4: 162.8K shares2026-Q1: 189.0K shares
$33.20(+61.31%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
4.33%327.9K$9.1M
+4.49%(+14.09K)
2025-Q1: 344.0K shares2025-Q2: 328.0K shares2025-Q3: 310.3K shares2025-Q4: 313.8K shares2026-Q1: 327.9K shares
$18.25(+67.04%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.15%27.3K$8.8M
+8.11%(+2.05K)
2025-Q1: 24.0K shares2025-Q2: 24.9K shares2025-Q3: 24.2K shares2025-Q4: 25.3K shares2026-Q1: 27.3K shares
$232.20(+57.07%)
2026-03-31
IVLU
ISHARES TR
3.64%193.8K$7.7M
+3.04%(+5.72K)
2025-Q1: 173.9K shares2025-Q2: 177.2K shares2025-Q3: 181.5K shares2025-Q4: 188.1K shares2026-Q1: 193.8K shares
$28.26(+51.05%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.43%112.9K$7.2M
-1.99%(-2.29K)
2025-Q1: 116.8K shares2025-Q2: 111.9K shares2025-Q3: 114.1K shares2025-Q4: 115.2K shares2026-Q1: 112.9K shares
$47.05(+50.10%)
2026-03-31
FNDE
SCHWAB STRATEGIC TR
3.36%185.3K$7.1M
-23.74%(-57.69K)
2025-Q1: 257.3K shares2025-Q2: 229.7K shares2025-Q3: 221.2K shares2025-Q4: 243.0K shares2026-Q1: 185.3K shares
$28.33(+45.94%)
2026-03-31
VGLT
VANGUARD SCOTTSDALE FDS
3.22%122.9K$6.8M
+43.36%(+37.16K)
2025-Q1: 44.0K shares2025-Q2: 6.3K shares2025-Q3: 0 shares2025-Q4: 85.7K shares2026-Q1: 122.9K shares
$56.57(-4.04%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
3.22%270.8K$6.8M
-7.11%(-20.72K)
2025-Q1: 361.5K shares2025-Q2: 321.7K shares2025-Q3: 314.5K shares2025-Q4: 291.5K shares2026-Q1: 270.8K shares
$14.60(+95.57%)
2026-03-31
EMGF
ISHARES INC
2.97%103.8K$6.3M
-1.97%(-2.09K)
2025-Q1: 70.1K shares2025-Q2: 95.5K shares2025-Q3: 106.8K shares2025-Q4: 105.9K shares2026-Q1: 103.8K shares
$47.63(+51.76%)
2026-03-31
MTUM
ISHARES TR
2.76%24.3K$5.8M
-8.57%(-2.27K)
2025-Q1: 19.1K shares2025-Q2: 21.4K shares2025-Q3: 25.0K shares2025-Q4: 26.5K shares2026-Q1: 24.3K shares
$180.54(+69.16%)
2026-03-31

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