$79.8 Million is the total value of RHS Financial, LLC's 64 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TRusa momentum fct | $1,014,000 | +5.7% | 8,551 | 0.0% | 1.27% | +2.5% | |
| MSFT | MICROSOFT CORP | $789,000 | +13.7% | 5,887 | 0.0% | 0.99% | +10.1% | |
| MCD | MCDONALDS CORP | $547,000 | +9.4% | 2,632 | 0.0% | 0.68% | +6.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $484,000 | +4.5% | 2,960 | 0.0% | 0.61% | +1.3% | |
| VIG | VANGUARD GROUPdiv app etf | $327,000 | +5.1% | 2,841 | 0.0% | 0.41% | +2.0% | |
| DIS | DISNEY WALT CO | $268,000 | +25.8% | 1,920 | 0.0% | 0.34% | +22.2% | |
| ORCL | ORACLE CORP | $246,000 | +6.5% | 4,310 | 0.0% | 0.31% | +3.4% | |
| IWP | ISHARES TRrus md cp gr etf | $237,000 | +4.9% | 1,663 | 0.0% | 0.30% | +1.7% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $228,000 | +2.7% | 1,454 | 0.0% | 0.29% | -0.3% | |
| AUDC | AUDIOCODES LTDord | $204,000 | +11.5% | 13,195 | 0.0% | 0.26% | +8.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-06-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.3% |
| ISHARES TR | 20 | Q3 2023 | 6.8% |
| ISHARES TR | 20 | Q3 2023 | 8.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.6% |
| WISDOMTREE TR | 20 | Q3 2023 | 6.2% |
| ISHARES INC | 20 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.9% |
| ISHARES INC | 20 | Q3 2023 | 4.6% |
View RHS Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-26 |
View RHS Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.