$144 Million is the total value of RHS Financial, LLC's 85 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $250,000 | – | 3,344 | +100.0% | 0.17% | – |
| HPQ | New | HP INC | $229,000 | – | 6,090 | +100.0% | 0.16% | – |
| CSCO | New | CISCO SYS INC | $225,000 | – | 3,550 | +100.0% | 0.16% | – |
| IMTM | New | ISHARES TRmsci intl moment | $206,000 | – | 5,415 | +100.0% | 0.14% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $204,000 | – | 1,302 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
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.