$134 Million is the total value of RHS Financial, LLC's 79 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | New | ISHARES TRus treas bd etf | $2,796,000 | – | 105,097 | +100.0% | 2.09% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $2,262,000 | – | 85,800 | +100.0% | 1.69% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $780,000 | – | 1,813 | +100.0% | 0.58% | – |
| VLUE | New | ISHARES TRmsci usa value | $745,000 | – | 7,090 | +100.0% | 0.56% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $417,000 | – | 16,135 | +100.0% | 0.31% | – |
| EFV | New | ISHARES TReafe value etf | $333,000 | – | 6,438 | +100.0% | 0.25% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $328,000 | – | 3,152 | +100.0% | 0.24% | – |
| MUB | New | ISHARES TRnational mun etf | $288,000 | – | 2,456 | +100.0% | 0.22% | – |
| IGLB | New | ISHARES TR10+ yr invst grd | $264,000 | – | 3,758 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-29
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.