Filed: 1/16/2026ACC: 0001766514-26-000001
📋 What this filing means
RHS FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $204.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$204.84M
Total AUM (reported)
4.22M
Total Shares
Allocation by class
COM$21.26M10.4%
FUNDAMENTAL EMER$8.76M4.3%
FUNDAMENTAL US L$8.54M4.2%
TOTAL STK MKT$8.47M4.1%
FUNDAMENTAL INTL$7.76M3.8%
US BRD MKT ETF$7.65M3.7%
VAN FTSE DEV MKT$7.19M3.5%
Portfolio Concentration
Top 3$25.77M12.6%
4–10$47.62M23.2%
11–25$56.39M27.5%
Rest$75.06M36.6%
Top 3 weight
12.6%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Sole
Full voting authority
4.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole144
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings144
Rows:
SCHWAB STRATEGIC TR
SOLEShares242.98K
TypeSH
Market value$8.76M
4.28%
Sole
242.98K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares313.78K
TypeSH
Market value$8.54M
4.17%
Sole
313.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares25.27K
TypeSH
Market value$8.47M
4.14%
Sole
25.27K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares291.48K
TypeSH
Market value$7.65M
3.73%
Sole
291.48K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares162.81K
TypeSH
Market value$7.36M
3.59%
Sole
162.81K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares115.16K
TypeSH
Market value$7.19M
3.51%
Sole
115.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares188.11K
TypeSH
Market value$7.16M
3.49%
Sole
188.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.54K
TypeSH
Market value$6.64M
3.24%
Sole
26.54K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares105.91K
TypeSH
Market value$6.13M
2.99%
Sole
105.91K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares74.55K
TypeSH
Market value$5.49M
2.68%
Sole
74.55K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares200.08K
TypeSH
Market value$4.81M
2.35%
Sole
200.08K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares85.70K
TypeSH
Market value$4.78M
2.33%
Sole
85.70K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares41.24K
TypeSH
Market value$4.75M
2.32%
Sole
41.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares67.07K
TypeSH
Market value$4.66M
2.27%
Sole
67.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares121.25K
TypeSH
Market value$4.58M
2.23%
Sole
121.25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares16.20K
TypeSH
Market value$4.40M
2.15%
Sole
16.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.81K
TypeSH
Market value$4.13M
2.01%
Sole
43.81K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares59.75K
TypeSH
Market value$3.63M
1.77%
Sole
59.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares73.91K
TypeSH
Market value$3.55M
1.73%
Sole
73.91K
Shared
0.00
None
0.00
UBS AG LONDON BRANCH
SOLEShares117.02K
TypeSH
Market value$3.28M
1.60%
Sole
117.02K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares52.41K
TypeSH
Market value$2.87M
1.40%
Sole
52.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.54K
TypeSH
Market value$2.86M
1.40%
Sole
56.54K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares106.91K
TypeSH
Market value$2.83M
1.38%
Sole
106.91K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares45.08K
TypeSH
Market value$2.70M
1.32%
Sole
45.08K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares99.29K
TypeSH
Market value$2.56M
1.25%
Sole
99.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 242.98K | SH | $8.76M 4.28% | 242.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 313.78K | SH | $8.54M 4.17% | 313.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 25.27K | SH | $8.47M 4.14% | 25.27K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 291.48K | SH | $7.65M 3.73% | 291.48K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 162.81K | SH | $7.36M 3.59% | 162.81K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 115.16K | SH | $7.19M 3.51% | 115.16K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 188.11K | SH | $7.16M 3.49% | 188.11K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 26.54K | SH | $6.64M 3.24% | 26.54K | 0.00 | 0.00 |
ISHARES INCSOLE | EMNG MKTS EQT | 105.91K | SH | $6.13M 2.99% | 105.91K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL GOLD MN | 74.55K | SH | $5.49M 2.68% | 74.55K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 200.08K | SH | $4.81M 2.35% | 200.08K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 85.70K | SH | $4.78M 2.33% | 85.70K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 41.24K | SH | $4.75M 2.32% | 41.24K | 0.00 | 0.00 |
ISHARES TRSOLE | U S EQUITY FACTR | 67.07K | SH | $4.66M 2.27% | 67.07K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL EQTY FACTOR | 121.25K | SH | $4.58M 2.23% | 121.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.20K | SH | $4.40M 2.15% | 16.20K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 43.81K | SH | $4.13M 2.01% | 43.81K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 59.75K | SH | $3.63M 1.77% | 59.75K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL MOMENT | 73.91K | SH | $3.55M 1.73% | 73.91K | 0.00 | 0.00 |
UBS AG LONDON BRANCHSOLE | ETRACS UBS BLOOM | 117.02K | SH | $3.28M 1.60% | 117.02K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US EFFICIENT COR | 52.41K | SH | $2.87M 1.40% | 52.41K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 56.54K | SH | $2.86M 1.40% | 56.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 106.91K | SH | $2.83M 1.38% | 106.91K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 45.08K | SH | $2.70M 1.32% | 45.08K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 99.29K | SH | $2.56M 1.25% | 99.29K | 0.00 | 0.00 |
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