$120 Million is the total value of RHS Financial, LLC's 74 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,696,000 | – | 17,659 | +100.0% | 1.42% | – |
| V | New | VISA INC | $327,000 | – | 1,543 | +100.0% | 0.27% | – |
| LRGF | New | ISHARES TRmsci usa multift | $229,000 | – | 5,641 | +100.0% | 0.19% | – |
| JPM | New | JPMORGAN CHASE & CO | $224,000 | – | 1,469 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.