$117 Million is the total value of RHS Financial, LLC's 75 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDShigh div yld | $473,000 | +13.2% | 5,166 | 0.0% | 0.41% | -3.6% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $400,000 | +9.9% | 2,833 | 0.0% | 0.34% | -6.3% | |
| DGX | QUEST DIAGNOSTICS INC | $396,000 | +4.2% | 3,320 | 0.0% | 0.34% | -11.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $283,000 | +26.3% | 1,454 | 0.0% | 0.24% | +8.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
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.