$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TRusa momentum fct | $1,074,000 | +5.3% | 8,551 | 0.0% | 1.12% | -6.7% | |
| AFL | AFLAC INC | $626,000 | +1.1% | 11,834 | 0.0% | 0.65% | -10.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $539,000 | +9.6% | 2,960 | 0.0% | 0.56% | -2.9% | |
| MCD | MCDONALDS CORP | $521,000 | -8.0% | 2,634 | 0.0% | 0.54% | -18.4% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $427,000 | +12.7% | 2,008 | 0.0% | 0.45% | 0.0% | |
| VIG | VANGUARD GROUPdiv app etf | $354,000 | +4.1% | 2,841 | 0.0% | 0.37% | -7.7% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $299,000 | +6.4% | 2,181 | 0.0% | 0.31% | -5.7% | |
| DOX | AMDOCS LTD | $259,000 | +9.3% | 3,590 | 0.0% | 0.27% | -2.9% | |
| IWP | ISHARES TRrus md cp gr etf | $254,000 | +8.1% | 1,663 | 0.0% | 0.26% | -4.3% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $241,000 | +7.6% | 1,454 | 0.0% | 0.25% | -4.5% | |
| ORCL | ORACLE CORP | $236,000 | -3.7% | 4,447 | 0.0% | 0.25% | -14.5% |
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.