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: $192.8M132 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMMDY	$1.3M	0.7%Prev: 1.3%	36,903 SH	Decreased-55,257 SH
ALBERTSONS COS INC	COMMON STOCK	$376K	0.2%	21,475 SH	New
ALPHABET INC	CAP STK CL A	$930K	0.5%Prev: 0.6%	3,826 SH	Decreased-99 SH
ALPHABET INC	CAP STK CL C	$265K	0.1%Prev: 0.1%	1,087 SH	Decreased+69 SH
AMAZON COM INC	COM	$1.1M	0.6%Prev: 0.6%	4,930 SH	Decreased-1,412 SH
APPLE INC	COM	$4.1M	2.1%Prev: 2.2%	15,975 SH	Decreased-2,887 SH
AT&T INC	COM	$413K	0.2%Prev: 0.1%	14,612 SH	Increased+1,717 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$316K	0.2%Prev: 0.2%	628 SH	Decreased-176 SH
BORGWARNER INC	COM	$271K	0.1%Prev: 0.1%	6,155 SH	Increased+2,181 SH
BOSTON BEER INC	CL A	$350K	0.2%Prev: 0.1%	1,656 SH	Increased-291 SH
BRISTOL-MYERS SQUIBB CO	COM	$581K	0.3%Prev: 0.3%	12,891 SH	Decreased+1,075 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$401K	0.2%	9,747 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$240K	0.1%Prev: 0.1%	5,867 SH	Increased+1,084 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$336K	0.2%Prev: 0.2%	7,350 SH	Decreased-3,350 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$216K	0.1%Prev: 0.1%	6,891 SH	Decreased
DROPBOX INC	CL A	$345K	0.2%Prev: 0.1%	11,430 SH	Decreased-1,641 SH
DXC TECHNOLOGY CO	COM	$209K	0.1%Prev: 0.1%	15,317 SH	Increased+342 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$3.9M	2.0%Prev: 2.0%	34,607 SH	Decreased-8,749 SH
EA SERIES TRUST	ALPHA ARCHITECT	$1.0M	0.5%Prev: 0.6%	9,688 SH	Decreased-3,892 SH
EBAY INC.	COM	$576K	0.3%Prev: 0.3%	6,335 SH	Decreased+544 SH
ELECTRONIC ARTS INC	COM	$210K	0.1%Prev: 0.1%	1,043 SH	Decreased-667 SH
EOG RES INC	COM	$387K	0.2%Prev: 0.2%	3,451 SH	Decreased+125 SH
EXELIXIS INC	COM	$509K	0.3%Prev: 0.3%	12,326 SH	Decreased-453 SH
EXPEDIA GROUP INC	COM NEW	$212K	0.1%Prev: 0.2%	990 SH	Decreased-505 SH
FEDERATED HERMES INC	CL B	$472K	0.2%Prev: 0.2%	9,097 SH	Decreased+417 SH
FINVOLUTION GROUP	SPONSORED ADS	$108K	0.1%	14,643 SH	New
FRONTDOOR INC	COM	$215K	0.1%Prev: 0.1%	3,193 SH	Decreased+198 SH
G III APPAREL GROUP LTD	COM	$342K	0.2%Prev: 0.1%	12,869 SH	Increased+3,163 SH
GILEAD SCIENCES INC	COM	$475K	0.2%Prev: 0.2%	4,277 SH	Increased+703 SH
GLOBAL X FDS	US PFD ETF	$889K	0.5%	45,759 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$419K	0.2%	4,177 SH	New
HCA HEALTHCARE INC	COM	$415K	0.2%Prev: 0.3%	973 SH	Decreased-787 SH
HEWLETT PACKARD ENTERPRISE C	COM	$343K	0.2%Prev: 0.2%	13,986 SH	Decreased+818 SH
HP INC	COM	$339K	0.2%	12,463 SH	New
INGREDION INC	COM	$456K	0.2%Prev: 0.1%	3,736 SH	Increased+131 SH
INTERDIGITAL INC	COM	$710K	0.4%Prev: 0.1%	2,058 SH	Increased+1,091 SH
INTERFACE INC	COM	$290K	0.2%	10,030 SH	New
INTUITIVE SURGICAL INC	COM NEW	$354K	0.2%Prev: 0.2%	791 SH	Decreased-307 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$323K	0.2%Prev: 0.5%	2,665 SH	Decreased-4,563 SH
INVESCO QQQ TR	UNIT SER 1	$811K	0.4%Prev: 0.5%	1,352 SH	Decreased-174 SH
ISHARES INC	EMNG MKTS EQT	$6.0M	3.1%Prev: 2.5%	106,755 SH	Decreased+20,743 SH
ISHARES INC	ESG AWR MSCI EM	$358K	0.2%Prev: 0.2%	8,236 SH	Decreased+1,169 SH
ISHARES INC	JP MORGAN EM ETF	$1.6M	0.8%Prev: 0.8%	38,376 SH	Decreased-8,869 SH
ISHARES INC	MSCI EMERG MRKT	$1.7M	0.9%Prev: 0.6%	25,943 SH	Increased+7,482 SH
ISHARES INC	MSCI GBL GOLD MN	$4.3M	2.3%Prev: 2.0%	67,040 SH	Decreased-8,637 SH
ISHARES TR	0-3 MNTH TREASRY	$1.1M	0.6%	11,166 SH	New
ISHARES TR	0-5 YR TIPS ETF	$335K	0.2%Prev: 0.3%	3,240 SH	Decreased-3,833 SH
ISHARES TR	10-20 YR TRS ETF	$768K	0.4%Prev: 0.3%	7,453 SH	Increased+1,113 SH
ISHARES TR	10+ YR INVST GRD	$857K	0.4%Prev: 0.2%	16,637 SH	Increased+7,629 SH
ISHARES TR	CALIF MUN BD ETF	$577K	0.3%Prev: 0.2%	10,120 SH	Increased+3,367 SH
ISHARES TR	CONV BD ETF	$244K	0.1%	2,434 SH	New
ISHARES TR	CORE MSCI EAFE	$433K	0.2%Prev: 0.3%	4,965 SH	Decreased-2,299 SH
ISHARES TR	CORE MSCI INTL	$1.5M	0.8%Prev: 1.4%	18,932 SH	Decreased-19,945 SH
ISHARES TR	CORE S&P TTL STK	$1.3M	0.7%Prev: 0.5%	9,117 SH	Increased+2,117 SH
ISHARES TR	CORE S&P500 ETF	$345K	0.2%Prev: 0.2%	515 SH	Decreased-1 SH
ISHARES TR	CORE US AGGBD ET	$377K	0.2%	3,763 SH	New
ISHARES TR	EAFE VALUE ETF	$358K	0.2%Prev: 0.3%	5,277 SH	Decreased-4,436 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.7%Prev: 0.7%	15,000 SH	Decreased-2,345 SH
ISHARES TR	ESG AWR MSCI USA	$2.2M	1.1%Prev: 0.9%	14,913 SH	Increased+1,915 SH
ISHARES TR	ESG AWRE 1 5 YR	$411K	0.2%	16,253 SH	New
ISHARES TR	INTERNATIONAL SL	$1.7M	0.9%Prev: 0.4%	40,870 SH	Increased+20,803 SH
ISHARES TR	INTL EQTY FACTOR	$4.4M	2.3%Prev: 2.9%	122,991 SH	Decreased-50,387 SH
ISHARES TR	ISHS 1-5YR INVS	$3.2M	1.7%Prev: 0.8%	60,373 SH	Increased+23,314 SH
ISHARES TR	MBS ETF	$2.6M	1.4%Prev: 0.7%	27,511 SH	Increased+7,875 SH
ISHARES TR	MSCI EAFE MIN VL	$2.5M	1.3%Prev: 1.1%	29,745 SH	Decreased-1,535 SH
ISHARES TR	MSCI INTL MOMENT	$3.5M	1.8%Prev: 2.3%	73,431 SH	Decreased-32,883 SH
ISHARES TR	MSCI INTL VLU FT	$6.4M	3.3%Prev: 3.2%	181,482 SH	Decreased-10,821 SH
ISHARES TR	MSCI USA MIN VOL	$4.1M	2.1%	43,313 SH	New
ISHARES TR	MSCI USA MMENTM	$6.4M	3.3%Prev: 3.3%	25,025 SH	Decreased+1,112 SH
ISHARES TR	MSCI USA QLT FCT	$838K	0.4%Prev: 0.4%	4,309 SH	Decreased+58 SH
ISHARES TR	MSCI USA VALUE	$849K	0.4%Prev: 0.8%	6,793 SH	Decreased-3,076 SH
ISHARES TR	U S EQUITY FACTR	$4.5M	2.3%Prev: 2.2%	65,467 SH	Decreased-7,898 SH
ISHARES TR	ULTRA SHORT DUR	$3.2M	1.6%Prev: 0.8%	62,523 SH	Increased+24,536 SH
ISHARES TR	US SML CAP EQT	$564K	0.3%Prev: 0.4%	7,582 SH	Decreased-3,597 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$3.4M	1.7%Prev: 1.0%	56,871 SH	Increased+15,474 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$624K	0.3%Prev: 0.5%	9,366 SH	Decreased-7,399 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.3M	0.7%Prev: 0.8%	10,674 SH	Decreased-2,818 SH
KINROSS GOLD CORP	COM	$227K	0.1%	9,145 SH	New
KROGER CO	COM	$405K	0.2%Prev: 0.1%	6,001 SH	Increased-680 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.5M	0.8%	54,153 SH	New
META PLATFORMS INC	CL A	$308K	0.2%Prev: 0.1%	420 SH	Increased-20 SH
MICROSOFT CORP	COM	$1.8M	0.9%Prev: 0.4%	3,478 SH	Increased+528 SH
MILLICOM INTL CELLULAR S A	COM STK	$400K	0.2%	8,245 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$348K	0.2%	9,693 SH	New
NRG ENERGY INC	COM NEW	$253K	0.1%	1,563 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$232K	0.1%	5,301 SH	New
NUVEEN CA QUALTY MUN INCOME	COM	$529K	0.3%	46,030 SH	New
NVIDIA CORPORATION	COM	$1.9M	1.0%Prev: 0.8%	9,936 SH	Decreased+14 SH
PILGRIMS PRIDE CORP	COM	$404K	0.2%	9,929 SH	New
PIMCO EQUITY SER	RAFI ESG US	$354K	0.2%Prev: 0.2%	8,708 SH	Decreased+502 SH
PLEXUS CORP	COM	$368K	0.2%	2,545 SH	New
RALPH LAUREN CORP	CL A	$445K	0.2%Prev: 0.1%	1,419 SH	Increased+702 SH
REMITLY GLOBAL INC	COM	$180K	0.1%	11,016 SH	New
RYDER SYS INC	COM	$221K	0.1%Prev: 0.1%	1,169 SH	Decreased-142 SH
SCANSOURCE INC	COM	$237K	0.1%	5,391 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$246K	0.1%Prev: 0.1%	7,372 SH	Decreased+380 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$8.0M	4.1%	221,171 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.1M	3.7%Prev: 4.9%	164,596 SH	Decreased-65,690 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$8.2M	4.2%Prev: 3.7%	310,301 SH	Decreased+12,374 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$217K	0.1%	6,972 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.8M	2.5%Prev: 2.1%	207,585 SH	Decreased+17,228 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$8.1M	4.2%Prev: 3.2%	314,458 SH	Increased+44,826 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	0.6%Prev: 0.5%	44,159 SH	Increased+7,401 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$423K	0.2%Prev: 0.2%	13,252 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	1.2%Prev: 0.7%	87,589 SH	Increased+28,011 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$3.4M	1.8%Prev: 1.8%	125,359 SH	Decreased-45,321 SH
SPDR SERIES TRUST	PRTFLO S&P500 VL	$816K	0.4%	14,750 SH	New
SYLVAMO CORP	COMMON STOCK	$206K	0.1%	4,669 SH	New
TENET HEALTHCARE CORP	COM NEW	$218K	0.1%Prev: 0.1%	1,073 SH	Decreased-598 SH
TIDAL TRUST II	RETURN STCKD US	$1.8M	0.9%Prev: 0.6%	66,895 SH	Increased+20,418 SH
TURKCELL ILETISIM HIZMETLERI	SPON ADR NEW	$131K	0.1%	21,735 SH	New
UBIQUITI INC	COM	$406K	0.2%	614 SH	New
UBS AG LONDON BRANCH	ETRACS UBS BLOOM	$3.2M	1.6%	116,282 SH	New
UGI CORP NEW	COM	$376K	0.2%Prev: 0.1%	11,314 SH	Increased+2,592 SH
UNIVERSAL HLTH SVCS INC	CL B	$292K	0.2%	1,426 SH	New
VALMONT INDS INC	COM	$430K	0.2%Prev: 0.1%	1,110 SH	Increased+538 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.4M	1.3%Prev: 0.6%	95,938 SH	Increased+35,766 SH
VANGUARD INDEX FDS	GROWTH ETF	$901K	0.5%Prev: 0.4%	1,879 SH	Decreased-9,208 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$827K	0.4%Prev: 0.3%	3,961 SH	Increased+1,019 SH
VANGUARD INDEX FDS	SMALL CP ETF	$221K	0.1%Prev: 0.1%	868 SH	Decreased+101 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.0M	4.1%Prev: 4.5%	24,236 SH	Decreased-5,926 SH
VANGUARD INDEX FDS	VALUE ETF	$284K	0.1%Prev: 0.1%	1,521 SH	Decreased-86 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$695K	0.4%Prev: 0.1%	12,827 SH	Increased+7,150 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.1M	1.1%Prev: 0.8%	34,746 SH	Increased+977 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$359K	0.2%Prev: 0.1%	1,662 SH	Increased+200 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.8M	3.5%Prev: 3.6%	114,077 SH	Decreased-12,050 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$674K	0.3%Prev: 0.6%	4,671 SH	Decreased-3,296 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$674K	0.3%Prev: 0.4%	4,782 SH	Decreased-1,428 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$328K	0.2%Prev: 0.3%	1,344 SH	Decreased-986 SH
WESTERN ASST INFLTN LKD INM	COM SH BEN INT	$1.6M	0.8%	188,569 SH	New
WISDOMTREE TR	US EFFICIENT COR	$2.9M	1.5%	53,794 SH	New
YELP INC	CL A	$320K	0.2%Prev: 0.1%	10,270 SH	Increased-622 SH

Sold (vs prior filing)

ADOBE INC — $589K
ADVANCED MICRO DEVICES INC — $710K
AGF INVTS TR — $188K
ALBERTSONS COMPANIES INC — $314K
BIOCRYST PHARMACEUTICALS INC — $190K
BLACKROCK CORE BD TR — $2.5M
BLACKROCK ETF TRUST — $393K
BLUEROCK PVT REAL ESTATE FD — $1000K
BOOKING HOLDINGS INC — $282K
CBL & ASSOC PPTYS INC — $264K
CF INDUSTRIES HOLD — $244K
CIRRUS LOGIC INC — $274K
COCA COLA CONS INC — $282K
COLGATE PALMOLIVE CO — $648K
COMCAST CORP NEW — $601K
COREWEAVE INC — $2.1M
COSTCO WHOLESALE CORPORATION — $371K
DIMENSIONAL ETF TRUST — $307K
DIMENSIONAL ETF TRUST — $432K
DOLLAR TREE INC — $349K
… and 45 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