RHS Financial, LLC

CIK 0001766514 • 6 13F filings • Apr 17, 2025 – Aug 7, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationReal EstateOther

Holdings by filing

Portfolio value: $176.0M130 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMMDY	$1.3M	0.7%Prev: 0.7%	37,748 SH	Decreased-2,144 SH
ALBERTSONS COS INC	COMMON STOCK	$427K	0.2%Prev: 0.2%	19,850 SH	Increased-3,430 SH
ALPHABET INC	CAP STK CL A	$707K	0.4%Prev: 0.5%	4,009 SH	Decreased+22 SH
AMAZON COM INC	COM	$1.1M	0.6%Prev: 0.5%	5,040 SH	Increased+217 SH
APPLE INC	COM	$1.8M	1.0%Prev: 1.9%	8,842 SH	Decreased-6,814 SH
AT&T INC	COM	$427K	0.2%Prev: 0.2%	14,742 SH	Increased+537 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$466K	0.3%Prev: 0.2%	960 SH	Increased+136 SH
BRISTOL-MYERS SQUIBB CO	COM	$459K	0.3%Prev: 0.4%	9,917 SH	Decreased-2,521 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$354K	0.2%Prev: 0.2%	9,308 SH	Decreased+26 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$231K	0.1%Prev: 0.1%	5,867 SH	Increased+1,129 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$311K	0.2%Prev: 0.1%	7,350 SH	Increased+700 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$202K	0.1%Prev: 0.1%	6,891 SH	Decreased
DIREXION SHS ETF TR	DAILY 20+ YEAR T	$311K	0.2%	7,914 SH	New
DROPBOX INC	CL A	$319K	0.2%Prev: 0.1%	11,156 SH	Increased-1,357 SH
DXC TECHNOLOGY CO	COM	$265K	0.2%Prev: 0.1%	17,356 SH	Increased+4,024 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$4.0M	2.3%Prev: 2.6%	35,396 SH	Decreased-11,402 SH
EA SERIES TRUST	ALPHA ARCHITECT	$868K	0.5%Prev: 0.5%	8,409 SH	Decreased-2,248 SH
EBAY INC.	COM	$459K	0.3%Prev: 0.3%	6,163 SH	Decreased+216 SH
EOG RES INC	COM	$331K	0.2%Prev: 0.2%	2,767 SH	Decreased-559 SH
EXELIXIS INC	COM	$542K	0.3%Prev: 0.3%	12,297 SH	Decreased-476 SH
FEDERATED HERMES INC	CL B	$413K	0.2%Prev: 0.2%	9,321 SH	Decreased+606 SH
FINVOLUTION GROUP	SPONSORED ADS	$154K	0.1%	16,280 SH	New
G III APPAREL GROUP LTD	COM	$293K	0.2%Prev: 0.1%	13,082 SH	Increased+2,848 SH
GILEAD SCIENCES INC	COM	$234K	0.1%Prev: 0.3%	2,108 SH	Decreased-2,358 SH
GLOBAL X FDS	US PFD ETF	$858K	0.5%Prev: 0.1%	45,567 SH	Increased+31,773 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$644K	0.4%Prev: 0.1%	6,435 SH	Increased+3,905 SH
HCA HEALTHCARE INC	COM	$334K	0.2%Prev: 0.4%	872 SH	Decreased-811 SH
HEWLETT PACKARD ENTERPRISE C	COM	$286K	0.2%Prev: 0.1%	13,986 SH	Decreased+818 SH
HP INC	COM	$305K	0.2%	12,463 SH	New
INGREDION INC	COM	$473K	0.3%Prev: 0.2%	3,489 SH	Increased-224 SH
INTERDIGITAL INC	COM	$459K	0.3%Prev: 0.2%	2,045 SH	Decreased+391 SH
INTERFACE INC	COM	$212K	0.1%	10,116 SH	New
INTUIT	COM	$219K	0.1%	278 SH	New
INTUITIVE SURGICAL INC	COM NEW	$533K	0.3%Prev: 0.2%	980 SH	Increased-15 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$357K	0.2%Prev: 0.4%	3,174 SH	Decreased-3,876 SH
INVESCO QQQ TR	UNIT SER 1	$622K	0.4%Prev: 0.3%	1,128 SH	Increased+167 SH
ISHARES INC	CORE MSCI EMKT	$213K	0.1%Prev: 0.2%	3,541 SH	Decreased-2,752 SH
ISHARES INC	EMNG MKTS EQT	$5.0M	2.8%Prev: 3.0%	95,453 SH	Decreased-8,370 SH
ISHARES INC	ESG AWR MSCI EM	$326K	0.2%Prev: 0.2%	8,322 SH	Decreased+513 SH
ISHARES INC	JP MORGAN EM ETF	$1.3M	0.7%Prev: 0.8%	31,844 SH	Decreased-9,854 SH
ISHARES INC	MSCI EMERG MRKT	$1.7M	1.0%Prev: 0.6%	27,570 SH	Increased+7,842 SH
ISHARES INC	MSCI GBL GOLD MN	$3.1M	1.8%Prev: 2.7%	71,939 SH	Decreased-78 SH
ISHARES TR	0-3 MNTH TREASRY	$331K	0.2%Prev: 0.4%	3,287 SH	Decreased-4,585 SH
ISHARES TR	0-5 YR TIPS ETF	$335K	0.2%Prev: 0.2%	3,257 SH	Decreased-1,812 SH
ISHARES TR	10-20 YR TRS ETF	$495K	0.3%Prev: 0.2%	4,875 SH	Decreased-204 SH
ISHARES TR	10+ YR INVST GRD	$900K	0.5%Prev: 0.3%	17,915 SH	Increased+6,530 SH
ISHARES TR	CALIF MUN BD ETF	$624K	0.4%Prev: 0.2%	11,187 SH	Increased+4,304 SH
ISHARES TR	CONV BD ETF	$351K	0.2%	3,899 SH	New
ISHARES TR	CORE MSCI EAFE	$547K	0.3%Prev: 0.2%	6,554 SH	Increased+2,541 SH
ISHARES TR	CORE MSCI INTL	$1.3M	0.7%Prev: 1.0%	16,487 SH	Decreased-8,590 SH
ISHARES TR	CORE S&P TTL STK	$1.1M	0.6%Prev: 0.6%	8,270 SH	Decreased-369 SH
ISHARES TR	CORE S&P500 ETF	$320K	0.2%Prev: 0.2%	515 SH	Decreased-3 SH
ISHARES TR	CORE US AGGBD ET	$260K	0.1%	2,618 SH	New
ISHARES TR	EAFE VALUE ETF	$335K	0.2%Prev: 0.1%	5,277 SH	Increased+1,431 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.8%Prev: 0.6%	15,283 SH	Increased+2,006 SH
ISHARES TR	ESG AWR MSCI USA	$2.1M	1.2%Prev: 0.9%	15,173 SH	Increased+1,758 SH
ISHARES TR	ESG AWRE 1 5 YR	$407K	0.2%	16,182 SH	New
ISHARES TR	INTERNATIONAL SL	$1.8M	1.0%Prev: 0.4%	45,685 SH	Increased+25,176 SH
ISHARES TR	INTL EQTY FACTOR	$4.1M	2.4%Prev: 2.5%	120,956 SH	Decreased-12,044 SH
ISHARES TR	ISHS 1-5YR INVS	$3.4M	1.9%Prev: 1.0%	63,784 SH	Increased+23,092 SH
ISHARES TR	MBS ETF	$1.8M	1.0%Prev: 0.6%	19,212 SH	Increased+5,012 SH
ISHARES TR	MSCI EAFE MIN VL	$2.7M	1.5%Prev: 1.5%	32,072 SH	Decreased-1,593 SH
ISHARES TR	MSCI INTL MOMENT	$2.9M	1.6%Prev: 1.8%	63,359 SH	Decreased-15,253 SH
ISHARES TR	MSCI INTL VLU FT	$5.8M	3.3%Prev: 3.6%	177,249 SH	Decreased-16,573 SH
ISHARES TR	MSCI USA MIN VOL	$4.5M	2.5%Prev: 2.0%	47,693 SH	Increased+1,810 SH
ISHARES TR	MSCI USA MMENTM	$5.1M	2.9%Prev: 2.8%	21,389 SH	Decreased-2,876 SH
ISHARES TR	MSCI USA QLT FCT	$914K	0.5%Prev: 0.3%	4,999 SH	Increased+1,599 SH
ISHARES TR	MSCI USA VALUE	$768K	0.4%Prev: 0.7%	6,785 SH	Decreased-3,101 SH
ISHARES TR	U S EQUITY FACTR	$4.2M	2.4%Prev: 2.2%	64,957 SH	Decreased-5,694 SH
ISHARES TR	ULTRA SHORT DUR	$2.7M	1.5%Prev: 1.2%	53,203 SH	Increased+3,303 SH
ISHARES TR	US SML CAP EQT	$424K	0.2%Prev: 0.3%	6,238 SH	Decreased-2,777 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$3.1M	1.8%Prev: 1.5%	54,997 SH	Decreased+3,676 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$601K	0.3%Prev: 0.3%	9,375 SH	Decreased-15 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.3M	0.7%Prev: 0.6%	10,887 SH	Decreased+375 SH
KIMBERLY-CLARK CORP	COM	$209K	0.1%	1,618 SH	New
KROGER CO	COM	$435K	0.2%Prev: 0.2%	6,061 SH	Decreased-315 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.3M	0.7%Prev: 0.4%	50,250 SH	Increased+18,796 SH
MATSON INC	COM	$227K	0.1%	2,038 SH	New
META PLATFORMS INC	CL A	$239K	0.1%Prev: 0.2%	324 SH	Decreased-312 SH
MICROSOFT CORP	COM	$1.8M	1.0%Prev: 0.6%	3,574 SH	Increased+387 SH
MILLICOM INTL CELLULAR S A	COM STK	$278K	0.2%Prev: 0.2%	7,416 SH	Decreased+1,153 SH
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$309K	0.2%Prev: 0.1%	8,775 SH	Increased+1,905 SH
NRG ENERGY INC	COM NEW	$281K	0.2%	1,749 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$215K	0.1%Prev: 0.1%	5,136 SH	Decreased-120 SH
NUVEEN CA QUALTY MUN INCOME	COM	$520K	0.3%	46,560 SH	New
NVIDIA CORPORATION	COM	$1.5M	0.9%Prev: 0.8%	9,530 SH	Decreased-724 SH
PILGRIMS PRIDE CORP	COM	$442K	0.3%Prev: 0.2%	9,824 SH	Increased+119 SH
PIMCO EQUITY SER	RAFI ESG US	$338K	0.2%Prev: 0.1%	8,867 SH	Increased+1,414 SH
PLEXUS CORP	COM	$351K	0.2%	2,591 SH	New
PROSHARES TR	ULTRASHRT S&P500	$228K	0.1%	13,680 SH	New
RALPH LAUREN CORP	CL A	$451K	0.3%Prev: 0.1%	1,645 SH	Increased+841 SH
REMITLY GLOBAL INC	COM	$281K	0.2%	14,988 SH	New
SCANSOURCE INC	COM	$277K	0.2%	6,627 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$218K	0.1%Prev: 0.1%	7,236 SH	Decreased+213 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$7.6M	4.3%Prev: 3.4%	229,703 SH	Increased+44,416 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.6M	3.8%Prev: 4.6%	164,673 SH	Decreased-34,659 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$8.0M	4.6%Prev: 4.3%	327,963 SH	Decreased+95 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.7M	2.7%Prev: 2.3%	213,366 SH	Decreased+18,633 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.7M	4.4%Prev: 3.2%	321,737 SH	Increased+50,980 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	0.7%Prev: 0.6%	45,968 SH	Decreased+4,960 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$412K	0.2%Prev: 0.2%	14,102 SH	Increased+1,450 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	1.3%Prev: 0.8%	90,691 SH	Increased+26,409 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.7M	1.5%Prev: 1.4%	99,653 SH	Decreased-7,864 SH
SHELL PLC	SPON ADS	$216K	0.1%Prev: 0.2%	3,073 SH	Decreased-1,448 SH
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$171K	0.1%Prev: 0.1%	12,688 SH	Increased+894 SH
SPDR SERIES TRUST	PRTFLO S&P500 VL	$475K	0.3%	9,067 SH	New
SYLVAMO CORP	COMMON STOCK	$235K	0.1%	4,691 SH	New
TIDAL TR II	RETURN STCKD US	$1.5M	0.9%	66,210 SH	New
TURKCELL ILETISIM HIZMETLERI	SPON ADR NEW	$147K	0.1%	24,224 SH	New
UBIQUITI INC	COM	$333K	0.2%	809 SH	New
UBS AG LONDON BRANCH	ETRACS UBS BLOOM	$3.0M	1.7%Prev: 1.8%	113,813 SH	Decreased-1,559 SH
UGI CORP NEW	COM	$299K	0.2%Prev: 0.2%	8,204 SH	Decreased-3,219 SH
UNIVERSAL HLTH SVCS INC	CL B	$312K	0.2%Prev: 0.1%	1,724 SH	Increased+271 SH
VALMONT INDS INC	COM	$364K	0.2%Prev: 0.2%	1,116 SH	Increased+236 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.6M	1.5%Prev: 1.0%	101,021 SH	Increased+12,965 SH
VANGUARD INDEX FDS	GROWTH ETF	$824K	0.5%Prev: 0.4%	1,879 SH	Increased+132 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$778K	0.4%Prev: 0.3%	3,991 SH	Increased+1,049 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.6M	4.3%Prev: 4.2%	24,866 SH	Decreased-2,455 SH
VANGUARD INDEX FDS	VALUE ETF	$307K	0.2%Prev: 0.1%	1,736 SH	Increased+309 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$744K	0.4%Prev: 0.1%	15,052 SH	Increased+9,997 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.4M	1.3%Prev: 1.4%	39,673 SH	Decreased-9,347 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$356K	0.2%Prev: 3.2%	6,337 SH	Decreased-116,522 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$340K	0.2%Prev: 0.2%	1,662 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.4M	3.6%Prev: 3.4%	111,889 SH	Decreased-980 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$215K	0.1%Prev: 0.5%	1,602 SH	Decreased-4,745 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$663K	0.4%Prev: 0.8%	4,973 SH	Decreased-6,183 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$302K	0.2%Prev: 0.3%	1,344 SH	Decreased-913 SH
WESTERN ASST INFLTN LKD INM	COM SH BEN INT	$1.5M	0.9%	183,706 SH	New
WISDOMTREE TR	US EFFICIENT COR	$2.9M	1.7%Prev: 1.2%	58,515 SH	Increased+8,166 SH
YELP INC	CL A	$360K	0.2%Prev: 0.1%	10,500 SH	Increased+148 SH

Sold (vs prior filing)

ADOBE INC — $388K
ALKERMES PLC — $204K
ALPHABET INC — $292K
BLACKROCK CORE BD TR — $569K
BLACKROCK ETF TRUST — $331K
BLUEROCK PVT REAL ESTATE FD — $1.3M
BOOKING HOLDINGS INC — $206K
BORGWARNER INC — $365K
BOSTON BEER INC — $452K
CF INDUSTRIES HOLD — $318K
CIRRUS LOGIC INC — $220K
COMCAST CORP NEW — $305K
COSTCO WHOLESALE CORPORATION — $272K
DOLLAR TREE INC — $372K
ELECTRONIC ARTS INC — $283K
EXPEDIA GROUP INC — $252K
GENERAL MTRS CO — $392K
GRANITESHARES ETF TR — $485K
GRAYSCALE BITCOIN MINI TR ET — $880K
ISHARES TR — $727K
… and 17 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001766514-26-000005	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001766514-26-000001	$204.8M	View
Oct 22, 2025	Q3 2025