RHS Financial, LLC
CIK: 0001766514SEC EDGAR →
Portfolio Value
$204.8M
Holdings
144
As of
Q4 2025
New Positions
144
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 242,978 | $8.8M | 4.28% |
| 2 | SCHWAB STRATEGIC TR | 313,776 | $8.5M | 4.17% |
| 3 | VANGUARD INDEX FDS | 25,271 | $8.5M | 4.14% |
| 4 | SCHWAB STRATEGIC TR | 291,481 | $7.6M | 3.73% |
| 5 | SCHWAB STRATEGIC TR | 162,806 | $7.4M | 3.59% |
| 6 | VANGUARD TAX-MANAGED FDS | 115,164 | $7.2M | 3.51% |
| 7 | ISHARES TR | 188,106 | $7.2M | 3.49% |
| 8 | ISHARES TR | 26,539 | $6.6M | 3.24% |
| 9 | ISHARES INC | 105,914 | $6.1M | 2.99% |
| 10 | ISHARES INC | 74,545 | $5.5M | 2.68% |
Quarterly Changes
New Positions (144)
$8.8M · 243K shares
$8.5M · 314K shares
$8.5M · 25K shares
$7.6M · 291K shares
$7.4M · 163K shares
$7.2M · 115K shares
$7.2M · 188K shares
$6.6M · 27K shares
$6.1M · 106K shares
$5.5M · 75K shares
$4.8M · 200K shares
$4.8M · 86K shares
$4.7M · 41K shares
$4.7M · 67K shares
$4.6M · 121K shares
$4.4M · 16K shares
$4.1M · 44K shares
$3.6M · 60K shares
$3.5M · 74K shares
$3.3M · 117K shares
$2.9M · 52K shares
$2.9M · 57K shares
$2.8M · 107K shares
$2.7M · 45K shares
$2.6M · 99K shares
$2.4M · 46K shares
$2.2M · 83K shares
$2.0M · 13K shares
$2.0M · 24K shares
$1.9M · 20K shares
$1.9M · 22K shares
$1.8M · 10K shares
$1.8M · 65K shares
$1.6M · 25K shares
$1.6M · 3K shares
$1.6M · 189K shares
$1.6M · 10K shares
$1.4M · 50K shares
$1.4M · 15K shares
$1.3M · 11K shares
$1.3M · 9K shares
$1.3M · 4K shares
$1.2M · 29K shares
$1.2M · 5K shares
$1.2M · 79K shares
$1.1M · 41K shares
$1.1M · 11K shares
$1.1M · 2K shares
$1.1M · 8K shares
$1.0M · 25K shares
$1.0M · 10K shares
$1.0M · 33K shares
$986K · 17K shares
$857K · 6K shares
$823K · 8K shares
$802K · 4K shares
$738K · 19K shares
$707K · 13K shares
$703K · 2K shares
$656K · 3K shares
$640K · 9K shares
$624K · 2K shares
$553K · 978 shares
$553K · 13K shares
$550K · 7K shares
$550K · 4K shares
$540K · 6K shares
$485K · 9K shares
$465K · 7K shares
$458K · 9K shares
$451K · 9K shares
$442K · 12K shares
$432K · 13K shares
$419K · 10K shares
$415K · 7K shares
$414K · 4K shares
$405K · 5K shares
$401K · 9K shares
$400K · 9K shares
$397K · 987 shares
$395K · 23K shares
$395K · 21K shares
$392K · 7K shares
$389K · 7K shares
$388K · 3K shares
$382K · 2K shares
$378K · 3K shares
$377K · 32K shares
$374K · 8K shares
$369K · 6K shares
$368K · 734 shares
$368K · 1K shares
$366K · 4K shares
$365K · 2K shares
$362K · 3K shares
$360K · 9K shares
$358K · 3K shares
$353K · 516 shares
$352K · 14K shares
$351K · 13K shares
$347K · 5K shares
$347K · 12K shares
$343K · 1K shares
$335K · 3K shares
$329K · 5K shares
$321K · 3K shares
$320K · 485 shares
$316K · 13K shares
$313K · 887 shares
$311K · 7K shares
$310K · 2K shares
$309K · 10K shares
$304K · 1K shares
$296K · 7K shares
$293K · 4K shares
$292K · 6K shares
$291K · 1K shares
$288K · 2K shares
$283K · 24K shares
$277K · 12K shares
$275K · 227 shares
$264K · 1K shares
$252K · 6K shares
$241K · 2K shares
$238K · 5K shares
$238K · 1K shares
$232K · 8K shares
$231K · 8K shares
$230K · 376 shares
$226K · 6K shares
$225K · 7K shares
$225K · 7K shares
$222K · 3K shares
$221K · 4K shares
$218K · 7K shares
$213K · 1K shares
$207K · 14K shares
$206K · 2K shares
$206K · 6K shares
$203K · 4K shares
$203K · 1K shares
$145K · 15K shares
$115K · 12K shares
$104K · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $171.8M | 83.9% |
| Technology | 13 | $11.6M | 5.7% |
| Unknown | 13 | $6.8M | 3.3% |
| Communication Services | 8 | $3.4M | 1.7% |
| Healthcare | 6 | $3.0M | 1.5% |
| Consumer Cyclical | 7 | $3.0M | 1.5% |
| Consumer Defensive | 7 | $2.6M | 1.3% |
| Industrials | 3 | $948K | 0.5% |
| Energy | 2 | $651K | 0.3% |
| Utilities | 1 | $442K | 0.2% |
| Basic Materials | 2 | $434K | 0.2% |