$137 Million is the total value of RHS Financial, LLC's 85 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFG | New | ISHARES TReafe grwth etf | $413,000 | – | 3,876 | +100.0% | 0.30% | – |
| MBB | New | ISHARES TRmbs etf | $368,000 | – | 3,399 | +100.0% | 0.27% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $331,000 | – | 12,396 | +100.0% | 0.24% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $327,000 | – | 12,636 | +100.0% | 0.24% | – | |
| TLH | New | ISHARES TR10-20 yr trs etf | $294,000 | – | 2,002 | +100.0% | 0.21% | – |
| IXG | New | ISHARES TRglobal finls etf | $267,000 | – | 3,400 | +100.0% | 0.20% | – |
| FALN | New | ISHARES TRfaln angls usd | $243,000 | – | 8,065 | +100.0% | 0.18% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $212,000 | – | 4,076 | +100.0% | 0.16% | – |
| JPM | New | JPMORGAN CHASE & CO | $205,000 | – | 1,250 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-14
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.