Top 50 RHS Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 4.68% | 219.7K | $11.6M | +16.28%(+30.77K) | $35.58(+55.42%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.5% | 30.2K | $11.2M | +10.40%(+2.84K) | $267.79(+42.66%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.74% | 297.9K | $9.3M | -9.13%(-29.94K) | $18.25(+77.91%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.63% | 126.1K | $9.0M | +11.75%(+13.26K) | $49.11(+48.61%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.31% | 23.9K | $8.2M | -1.45%(-352) | $180.54(+71.00%) | 2026-06-30 | |
| IVLU | ISHARES TR | 3.24% | 192.3K | $8.0M | -0.78%(-1.52K) | $28.26(+56.61%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.15% | 269.6K | $7.8M | -0.42%(-1.12K) | $14.60(+104.81%) | 2026-06-30 | |
| INTF | ISHARES TR | 2.86% | 173.4K | $7.1M | +30.36%(+40.38K) | $33.11(+30.16%) | 2026-06-30 | |
| EMGF | ISHARES INC | 2.54% | 86.0K | $6.3M | -17.16%(-17.81K) | $47.63(+47.44%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 2.31% | 144.3K | $5.7M | -22.14%(-41.02K) | $28.33(+46.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.82% | +55.38% | +7.30% | +42.22% |
| Top 20 Holdings Unweighted | +16.23% | +57.04% | +7.14% | +41.16% |
RHS Financial, LLC reports $247.88M in US-listed equity holdings across 165 positions in its most recent 13F filing. Its largest disclosed positions are FNDF (4.7%), VTI (4.5%) and FNDX (3.7%). The top 20 holdings account for 53.81% of reported assets. Its disclosed equity book has returned +55.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RHS Financial, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766514). View RHS Financial, LLCโs 13F filings on SEC