Institutional Manager · CIK 0001766514
RHS Financial, LLC
SAN FRANCISCO, CA · File #028-19046
Latest AUM
$204.8M
Positions
144
Top-10 Concentration
43.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025144 pos · $204.8M
- 13F HOLDINGS REPORTQ/E Sep 2025133 pos · $192.8M
- 13F HOLDINGS REPORTQ/E Jun 2025131 pos · $176.0M
- 13F HOLDINGS REPORTQ/E Mar 2025127 pos · $178.3M
- 13F HOLDINGS REPORTQ/E Dec 2024134 pos · $193.3M
- 13F HOLDINGS REPORTQ/E Sep 2024135 pos · $198.6M
- 13F HOLDINGS REPORTQ/E Jun 202477 pos · $163.5M
- 13F HOLDINGS REPORTQ/E Mar 2024108 pos · $171.7M
- 13F HOLDINGS REPORTQ/E Dec 202393 pos · $143.0M
- 13F HOLDINGS REPORTQ/E Sep 202394 pos · $136.2M
- 13F HOLDINGS REPORTQ/E Jun 202390 pos · $131.6M
- 13F HOLDINGS REPORTQ/E Mar 202393 pos · $125.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524730 | 242,978 | $8.8M | 5.21% |
| 2 | SCHWAB STRATEGIC TR | 808524771 | 313,776 | $8.5M | 5.08% |
| 3 | VANGUARD INDEX FDS | 922908769 | 25,271 | $8.5M | 5.04% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 291,481 | $7.6M | 4.55% |
| 5 | SCHWAB STRATEGIC TR | 808524755 | 162,806 | $7.4M | 4.38% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 115,164 | $7.2M | 4.28% |
| 7 | ISHARES TR | 46435G409 | 188,106 | $7.2M | 4.26% |
| 8 | ISHARES TR | 46432F396 | 26,539 | $6.6M | 3.95% |
| 9 | ISHARES INC | 46434G889 | 105,914 | $6.1M | 3.65% |
| 10 | ISHARES INC | 46434G855 | 74,545 | $5.5M | 3.27% |
| 11 | SCHWAB STRATEGIC TR | 808524805 | 200,076 | $4.8M | 2.86% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C847 | 85,698 | $4.8M | 2.85% |
| 13 | EA SERIES TRUST | 02072L565 | 41,244 | $4.7M | 2.82% |
| 14 | ISHARES TR | 46434V282 | 67,068 | $4.7M | 2.77% |
| 15 | ISHARES TR | 46434V274 | 121,246 | $4.6M | 2.72% |
| 16 | APPLE INC | AAPL | 16,196 | $4.4M | 2.62% |
| 17 | ISHARES TR | 46429B697 | 43,812 | $4.1M | 2.45% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46641Q308 | 59,748 | $3.6M | 2.16% |
| 19 | ISHARES TR | 46434V449 | 73,912 | $3.5M | 2.11% |
| 20 | UBS AG LONDON BRANCH | USML | 117,016 | $3.3M | 1.95% |