RHS Financial, LLC

Est. AUM

$211.1M

13F long equity, this entity only

Positions

224

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$9.0M	183609	4.26%	SOLE
2	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$7.0M	183896	3.33%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	19987	3.04%	SOLE
4	EA SERIES TRUST	ALPHA ARCH 1-3	$4.3M	36998	2.04%	SOLE
5	ISHARES TR	MSCI USA MIN VOL	$4.0M	43357	1.91%	SOLE
6	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.4M	61868	1.62%	SOLE
7	ISHARES TR	U S EQUITY FACTR	$3.2M	49055	1.53%	SOLE
8	J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$3.2M	51321	1.51%	SOLE
9	ISHARES TR	MSCI INTL MOMENT	$3.2M	66118	1.50%	SOLE
10	WISDOMTREE TR	US EFFICIENT COR	$2.6M	50349	1.24%	SOLE
11	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.5M	42574	1.20%	SOLE
12	ISHARES TR	ULTRA SHORT DUR	$2.5M	49614	1.19%	SOLE
13	ISHARES TR	MSCI EAFE MIN VL	$2.4M	26338	1.14%	SOLE
14	APPLE INC	COM	$2.2M	8593	1.03%	SOLE
15	VANECK ETF TRUST	JP MRGAN EM LOC	$2.2M	86411	1.03%	SOLE
16	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	63887	0.78%	SOLE
17	WESTERN ASSET INFLT LNK INC	COM SH BEN INT	$1.6M	201065	0.77%	SOLE
18	ISHARES TR	ESG AWR MSCI USA	$1.6M	11406	0.76%	SOLE
19	TIDAL TRUST II	RETURN STCKD US	$1.6M	55923	0.75%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	26023	0.70%	DFND
21	NVIDIA CORPORATION	COM	$1.4M	7906	0.65%	SOLE
22	BLUEROCK PVT REAL ESTATE FD	COM	$1.3M	77142	0.61%	SOLE
23	ISHARES TR	MBS ETF	$1.3M	13387	0.60%	SOLE
24	ISHARES TR	ESG AW MSCI EAFE	$1.3M	13277	0.60%	SOLE
25	ABRDN ETFS	BBRG ALL COMMDY	$1.3M	35269	0.60%	SOLE
26	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	41008	0.60%	SOLE
27	ISHARES INC	JP MORGAN EM ETF	$1.2M	28609	0.55%	SOLE
28	ISHARES TR	CORE S&P TTL STK	$1.2M	8110	0.55%	SOLE
29	MICROSOFT CORP	COM	$1.1M	2994	0.52%	SOLE
30	ISHARES TR	MSCI USA VALUE	$1.1M	7729	0.52%	DFND
31	ISHARES INC	EMNG MKTS EQT	$1.1M	17808	0.51%	DFND
32	ISHARES TR	MSCI USA MMENTM	$982K	4090	0.47%	DFND
33	ISHARES TR	MSCI INTL VLU FT	$976K	24591	0.46%	DFND
34	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$948K	31454	0.45%	SOLE
35	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$790K	7050	0.37%	DFND
36	ISHARES TR	0-3 MNTH TREASRY	$787K	7814	0.37%	SOLE
37	BRISTOL-MYERS SQUIBB CO	COM	$754K	12438	0.36%	SOLE
38	EA SERIES TRUST	ALPHA ARCHITECT	$753K	7156	0.36%	SOLE
39	ISHARES TR	INTL EQTY FACTOR	$750K	19243	0.36%	DFND
40	HCA HEALTHCARE INC	COM	$716K	1512	0.34%	SOLE
41	VANGUARD INDEX FDS	GROWTH ETF	$709K	1622	0.34%	SOLE
42	ISHARES TR	INTERNATIONAL SL	$699K	16729	0.33%	SOLE
43	J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$669K	9390	0.32%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$664K	10362	0.31%	DFND
45	GILEAD SCIENCES INC	COM	$622K	4466	0.29%	SOLE
46	ISHARES INC	MSCI GBL GOLD MN	$616K	7794	0.29%	DFND
47	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$576K	20698	0.27%	DFND
48	BLACKROCK CORE BD TR	SHS BEN INT	$569K	62073	0.27%	SOLE
49	INVESCO QQQ TR	UNIT SER 1	$554K	961	0.26%	SOLE
50	EXELIXIS INC	COM	$548K	12773	0.26%	SOLE

1–50 of 146

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.