RHS FINANCIAL, LLC

Filed: 4/17/2025ACC: 0001085146-25-002175

📋 What this filing means

RHS FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $178.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$178.29M

Total AUM (reported)

4.34M

Total Shares

Allocation by class

COM$11.46M6.4%

FUNDAMENTAL US L$8.12M4.6%

FUNDAMENTAL EMER$7.93M4.4%

US BRD MKT ETF$7.78M4.4%

FUNDAMENTAL INTL$6.71M3.8%

TOTAL STK MKT$6.60M3.7%

VAN FTSE DEV MKT$5.94M3.3%

Portfolio Concentration

Top 3$23.83M13.4%

4–10$38.33M21.5%

11–25$47.10M26.4%

Rest$69.03M38.7%

Top 3 weight

13.4%

Top 10 weight

34.9%

Voting Authority Distribution

Total shares with voting rights: 4.34M

Sole

Full voting authority

4.34M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings127

Rows:

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares343.96K

TypeSH

Market value$8.12M

4.55%

Sole

343.96K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares257.31K

TypeSH

Market value$7.93M

4.45%

Sole

257.31K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares361.48K

TypeSH

Market value$7.78M

4.37%

Sole

361.48K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares24K

TypeSH

Market value$6.60M

3.70%

Sole

24K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares165.59K

TypeSH

Market value$5.98M

3.36%

Sole

165.59K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares116.81K

TypeSH

Market value$5.94M

3.33%

Sole

116.81K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares173.94K

TypeSH

Market value$5.27M

2.96%

Sole

173.94K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares248.34K

TypeSH

Market value$4.91M

2.76%

Sole

248.34K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares51.92K

TypeSH

Market value$4.86M

2.73%

Sole

51.92K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares91K

TypeSH

Market value$4.77M

2.67%

Sole

91K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ULTRA SHORT-TERM

Shares81.26K

TypeSH

Market value$4.12M

2.31%

Sole

81.26K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI USA MMENTM

Shares19.07K

TypeSH

Market value$3.86M

2.16%

Sole

19.07K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares31.12K

TypeSH

Market value$3.79M

2.13%

Sole

31.12K

Shared

0.00

None

0.00

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares32.80K

TypeSH

Market value$3.66M

2.05%

Sole

32.80K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

DIV RTN EM EQT

Shares69.30K

TypeSH

Market value$3.65M

2.05%

Sole

69.30K

Shared

0.00

None

0.00

ISHARES INC

SOLE

EMNG MKTS EQT

Shares70.07K

TypeSH

Market value$3.28M

1.84%

Sole

70.07K

Shared

0.00

None

0.00

ISHARES TR

SOLE

INTL EQTY FACTOR

Shares98.47K

TypeSH

Market value$3.04M

1.70%

Sole

98.47K

Shared

0.00

None

0.00

ISHARES TR

SOLE

U S EQUITY FACTR

Shares51.82K

TypeSH

Market value$3.00M

1.68%

Sole

51.82K

Shared

0.00

None

0.00

UBS AG LONDON BRANCH

SOLE

ETRACS UBS BLOOM

Shares111.84K

TypeSH

Market value$2.97M

1.67%

Sole

111.84K

Shared

0.00

None

0.00

ISHARES TR

SOLE

INTERNATIONAL SL

Shares85.91K

TypeSH

Market value$2.89M

1.62%

Sole

85.91K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

JP MRGAN EM LOC

Shares109.65K

TypeSH

Market value$2.62M

1.47%

Sole

109.65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI INTL MOMENT

Shares65K

TypeSH

Market value$2.60M

1.46%

Sole

65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.54K

TypeSH

Market value$2.55M

1.43%

Sole

4.54K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares115.41K

TypeSH

Market value$2.55M

1.43%

Sole

115.41K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares44.05K

TypeSH

Market value$2.54M

1.42%

Sole

44.05K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	343.96K	SH	$8.12M 4.55%	343.96K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	257.31K	SH	$7.93M 4.45%	257.31K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	361.48K	SH	$7.78M 4.37%	361.48K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	24K	SH	$6.60M 3.70%	24K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	165.59K	SH	$5.98M 3.36%	165.59K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	116.81K	SH	$5.94M 3.33%	116.81K
ISHARES TRSOLE	MSCI INTL VLU FT	173.94K	SH	$5.27M 2.96%	173.94K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	248.34K	SH	$4.91M 2.76%	248.34K
ISHARES TRSOLE	MSCI USA MIN VOL	51.92K	SH	$4.86M 2.73%	51.92K
ISHARES TRSOLE	ISHS 1-5YR INVS	91K	SH	$4.77M 2.67%	91K
ISHARES TRSOLE	ULTRA SHORT-TERM	81.26K	SH	$4.12M 2.31%	81.26K
ISHARES TRSOLE	MSCI USA MMENTM	19.07K	SH	$3.86M 2.16%	19.07K
ISHARES TRSOLE	ESG AWR MSCI USA	31.12K	SH	$3.79M 2.13%	31.12K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	32.80K	SH	$3.66M 2.05%	32.80K
J P MORGAN EXCHANGE TRADED FSOLE	DIV RTN EM EQT	69.30K	SH	$3.65M 2.05%	69.30K
ISHARES INCSOLE	EMNG MKTS EQT	70.07K	SH	$3.28M 1.84%	70.07K
ISHARES TRSOLE	INTL EQTY FACTOR	98.47K	SH	$3.04M 1.70%	98.47K
ISHARES TRSOLE	U S EQUITY FACTR	51.82K	SH	$3.00M 1.68%	51.82K
UBS AG LONDON BRANCHSOLE	ETRACS UBS BLOOM	111.84K	SH	$2.97M 1.67%	111.84K
ISHARES TRSOLE	INTERNATIONAL SL	85.91K	SH	$2.89M 1.62%	85.91K
VANECK ETF TRUSTSOLE	JP MRGAN EM LOC	109.65K	SH	$2.62M 1.47%	109.65K
ISHARES TRSOLE	MSCI INTL MOMENT	65K	SH	$2.60M 1.46%	65K
ISHARES TRSOLE	CORE S&P500 ETF	4.54K	SH	$2.55M 1.43%	4.54K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	115.41K	SH	$2.55M 1.43%	115.41K
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	44.05K	SH	$2.54M 1.42%	44.05K

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