Filed: 4/28/2026ACC: 0001766514-26-000002
📋 What this filing means
RHS FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $211.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$211.06M
Total AUM (reported)
4.30M
Total Shares
Allocation by class
COM$20.94M9.9%
FUNDAMENTAL INTL$9.73M4.6%
FUNDAMENTAL US L$9.13M4.3%
TOTAL STK MKT$8.76M4.2%
MSCI INTL VLU FT$7.69M3.6%
VAN FTSE DEV MKT$7.23M3.4%
FUNDAMENTAL EMER$7.09M3.4%
Portfolio Concentration
Top 3$27.14M12.9%
4–10$47.71M22.6%
11–25$58.80M27.9%
Rest$77.41M36.7%
Top 3 weight
12.9%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 4.30M
Sole
Full voting authority
4.30M
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)
Sole95
Shared0
Other51
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings146
Rows:
SCHWAB STRATEGIC TR
DFNDShares188.97K
TypeSH
Market value$9.25M
4.38%
Sole
188.97K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares327.87K
TypeSH
Market value$9.13M
4.33%
Sole
327.87K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares27.32K
TypeSH
Market value$8.76M
4.15%
Sole
27.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares193.82K
TypeSH
Market value$7.69M
3.64%
Sole
193.82K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares112.87K
TypeSH
Market value$7.23M
3.43%
Sole
112.87K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
DFNDShares185.29K
TypeSH
Market value$7.09M
3.36%
Sole
185.29K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares122.86K
TypeSH
Market value$6.80M
3.22%
Sole
122.86K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares270.76K
TypeSH
Market value$6.80M
3.22%
Sole
270.76K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares103.82K
TypeSH
Market value$6.27M
2.97%
Sole
103.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.27K
TypeSH
Market value$5.82M
2.76%
Sole
24.27K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares72.02K
TypeSH
Market value$5.69M
2.69%
Sole
72.02K
Shared
0.00
None
0.00
EA SERIES TRUST
DFNDShares46.80K
TypeSH
Market value$5.44M
2.58%
Sole
46.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares133K
TypeSH
Market value$5.18M
2.46%
Sole
133K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares194.73K
TypeSH
Market value$4.82M
2.28%
Sole
194.73K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares70.65K
TypeSH
Market value$4.66M
2.21%
Sole
70.65K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares45.88K
TypeSH
Market value$4.26M
2.02%
Sole
45.88K
Shared
0.00
None
0.00
APPLE INC
DFNDShares15.66K
TypeSH
Market value$3.97M
1.88%
Sole
15.66K
Shared
0.00
None
0.00
UBS AG LONDON BRANCH
SOLEShares115.37K
TypeSH
Market value$3.80M
1.80%
Sole
115.37K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares78.61K
TypeSH
Market value$3.77M
1.79%
Sole
78.61K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares51.32K
TypeSH
Market value$3.19M
1.51%
Sole
51.32K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares33.66K
TypeSH
Market value$3.08M
1.46%
Sole
33.66K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares49.02K
TypeSH
Market value$2.92M
1.38%
Sole
49.02K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares107.52K
TypeSH
Market value$2.86M
1.36%
Sole
107.52K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares50.35K
TypeSH
Market value$2.63M
1.24%
Sole
50.35K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares49.90K
TypeSH
Market value$2.53M
1.20%
Sole
49.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRDFND | FUNDAMENTAL INTL | 188.97K | SH | $9.25M 4.38% | 188.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 327.87K | SH | $9.13M 4.33% | 327.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 27.32K | SH | $8.76M 4.15% | 27.32K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 193.82K | SH | $7.69M 3.64% | 193.82K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 112.87K | SH | $7.23M 3.43% | 112.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | FUNDAMENTAL EMER | 185.29K | SH | $7.09M 3.36% | 185.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | LONG TERM TREAS | 122.86K | SH | $6.80M 3.22% | 122.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 270.76K | SH | $6.80M 3.22% | 270.76K | 0.00 | 0.00 |
ISHARES INCSOLE | EMNG MKTS EQT | 103.82K | SH | $6.27M 2.97% | 103.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 24.27K | SH | $5.82M 2.76% | 24.27K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL GOLD MN | 72.02K | SH | $5.69M 2.69% | 72.02K | 0.00 | 0.00 |
EA SERIES TRUSTDFND | ALPHA ARCH 1-3 | 46.80K | SH | $5.44M 2.58% | 46.80K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL EQTY FACTOR | 133K | SH | $5.18M 2.46% | 133K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 194.73K | SH | $4.82M 2.28% | 194.73K | 0.00 | 0.00 |
ISHARES TRDFND | U S EQUITY FACTR | 70.65K | SH | $4.66M 2.21% | 70.65K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI USA MIN VOL | 45.88K | SH | $4.26M 2.02% | 45.88K | 0.00 | 0.00 |
APPLE INCDFND | COM | 15.66K | SH | $3.97M 1.88% | 15.66K | 0.00 | 0.00 |
UBS AG LONDON BRANCHSOLE | ETRACS UBS BLOOM | 115.37K | SH | $3.80M 1.80% | 115.37K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI INTL MOMENT | 78.61K | SH | $3.77M 1.79% | 78.61K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 51.32K | SH | $3.19M 1.51% | 51.32K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI EAFE MIN VL | 33.66K | SH | $3.08M 1.46% | 33.66K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 49.02K | SH | $2.92M 1.38% | 49.02K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 107.52K | SH | $2.86M 1.36% | 107.52K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US EFFICIENT COR | 50.35K | SH | $2.63M 1.24% | 50.35K | 0.00 | 0.00 |
ISHARES TRDFND | ULTRA SHORT DUR | 49.90K | SH | $2.53M 1.20% | 49.90K | 0.00 | 0.00 |
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