Top 50 RHS Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 4.38% | 189.0K | $9.2M | +16.07%(+26.17K) | $33.20(+61.31%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.33% | 327.9K | $9.1M | +4.49%(+14.09K) | $18.25(+67.04%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.15% | 27.3K | $8.8M | +8.11%(+2.05K) | $232.20(+57.07%) | 2026-03-31 | |
| IVLU | ISHARES TR | 3.64% | 193.8K | $7.7M | +3.04%(+5.72K) | $28.26(+51.05%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.43% | 112.9K | $7.2M | -1.99%(-2.29K) | $47.05(+50.10%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 3.36% | 185.3K | $7.1M | -23.74%(-57.69K) | $28.33(+45.94%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.22% | 122.9K | $6.8M | +43.36%(+37.16K) | $56.57(-4.04%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.22% | 270.8K | $6.8M | -7.11%(-20.72K) | $14.60(+95.57%) | 2026-03-31 | |
| EMGF | ISHARES INC | 2.97% | 103.8K | $6.3M | -1.97%(-2.09K) | $47.63(+51.76%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.76% | 24.3K | $5.8M | -8.57%(-2.27K) | $180.54(+69.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.58% |
| Top 20 Holdings Unweighted | +14.12% | +48.62% |
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