$95.7 Million is the total value of RHS Financial, LLC's 65 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | New | ISHARES TRnational mun etf | $408,000 | – | 3,581 | +100.0% | 0.43% | – |
| TFI | New | SPDR SERIES TRUSTnuveen brc munic | $346,000 | – | 6,831 | +100.0% | 0.36% | – |
| JPM | New | JPMORGAN CHASE & CO | $224,000 | – | 1,610 | +100.0% | 0.23% | – |
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 | 23 | Q2 2024 | 7.3% |
| ISHARES TR | 23 | Q2 2024 | 6.8% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.6% |
| ISHARES TR | 23 | Q2 2024 | 8.7% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.6% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 5.3% |
| WISDOMTREE TR | 23 | Q2 2024 | 6.2% |
| ISHARES INC | 23 | Q2 2024 | 4.7% |
| ISHARES INC | 23 | Q2 2024 | 4.6% |
View RHS Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 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 |
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.