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: $204.8M143 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMMDY	$1.0M	0.5%Prev: 0.7%	33,004 SH	Decreased-3,899 SH
ADVANCED MICRO DEVICES INC	COM	$238K	0.1%	1,112 SH	New
ALBERTSONS COS INC	COMMON STOCK	$396K	0.2%Prev: 0.2%	23,060 SH	Increased+1,585 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.6%Prev: 0.5%	4,215 SH	Increased+389 SH
ALPHABET INC	CAP STK CL C	$344K	0.2%Prev: 0.1%	1,095 SH	Increased+8 SH
AMAZON COM INC	COM	$1.2M	0.6%Prev: 0.6%	5,244 SH	Increased+314 SH
APPLE INC	COM	$4.4M	2.1%Prev: 2.1%	16,196 SH	Increased+221 SH
AT&T INC	COM	$353K	0.2%Prev: 0.2%	14,200 SH	Decreased-412 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$369K	0.2%Prev: 0.2%	734 SH	Increased+106 SH
BLACKROCK CORE BD TR	SHS BEN INT	$146K	0.1%	15,195 SH	New
BLUEROCK PVT REAL ESTATE FD	COM	$1.2M	0.6%	79,186 SH	New
BORGWARNER INC	COM	$401K	0.2%Prev: 0.1%	8,894 SH	Increased+2,739 SH
BOSTON BEER INC	CL A	$383K	0.2%Prev: 0.2%	1,961 SH	Increased+305 SH
BRISTOL-MYERS SQUIBB CO	COM	$708K	0.3%Prev: 0.3%	13,120 SH	Increased+229 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$419K	0.2%Prev: 0.2%	10,112 SH	Increased+365 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$252K	0.1%Prev: 0.1%	5,887 SH	Increased+20 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$311K	0.2%Prev: 0.2%	6,650 SH	Decreased-700 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$226K	0.1%Prev: 0.1%	6,891 SH	Increased
DOLLAR TREE INC	COM	$362K	0.2%	2,944 SH	New
DROPBOX INC	CL A	$351K	0.2%Prev: 0.2%	12,632 SH	Increased+1,202 SH
DXC TECHNOLOGY CO	COM	$208K	0.1%Prev: 0.1%	14,176 SH	Decreased-1,141 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$4.7M	2.3%Prev: 2.0%	41,244 SH	Increased+6,637 SH
EA SERIES TRUST	ALPHA ARCHITECT	$1.0M	0.5%Prev: 0.5%	9,838 SH	Increased+150 SH
EBAY INC.	COM	$540K	0.3%Prev: 0.3%	6,204 SH	Decreased-131 SH
ELECTRONIC ARTS INC	COM	$213K	0.1%Prev: 0.1%	1,043 SH	Increased
EOG RES INC	COM	$358K	0.2%Prev: 0.2%	3,413 SH	Decreased-38 SH
EXELIXIS INC	COM	$553K	0.3%Prev: 0.3%	12,619 SH	Increased+293 SH
EXPEDIA GROUP INC	COM NEW	$292K	0.1%Prev: 0.1%	1,030 SH	Increased+40 SH
FEDERATED HERMES INC	CL B	$458K	0.2%Prev: 0.2%	8,799 SH	Decreased-298 SH
FLEX LTD	ORD	$222K	0.1%	3,670 SH	New
G III APPAREL GROUP LTD	COM	$347K	0.2%Prev: 0.2%	11,987 SH	Increased-882 SH
GENERAL MTRS CO	COM	$222K	0.1%	2,736 SH	New
GILEAD SCIENCES INC	COM	$550K	0.3%Prev: 0.2%	4,482 SH	Increased+205 SH
GLOBAL X FDS	US PFD ETF	$396K	0.2%Prev: 0.5%	20,925 SH	Decreased-24,834 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$366K	0.2%Prev: 0.2%	3,663 SH	Decreased-514 SH
GRANITESHARES ETF TR	HIPS US HIGH INC	$284K	0.1%	24,283 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$738K	0.4%	19,057 SH	New
HCA HEALTHCARE INC	COM	$704K	0.3%Prev: 0.2%	1,507 SH	Increased+534 SH
HEWLETT PACKARD ENTERPRISE C	COM	$316K	0.2%Prev: 0.2%	13,168 SH	Decreased-818 SH
HP INC	COM	$278K	0.1%Prev: 0.2%	12,463 SH	Decreased
INGREDION INC	COM	$415K	0.2%Prev: 0.2%	3,761 SH	Decreased+25 SH
INTERDIGITAL INC	COM	$625K	0.3%Prev: 0.4%	1,962 SH	Decreased-96 SH
INTERFACE INC	COM	$233K	0.1%Prev: 0.2%	8,336 SH	Decreased-1,694 SH
INTUITIVE SURGICAL INC	COM NEW	$554K	0.3%Prev: 0.2%	978 SH	Increased+187 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$389K	0.2%Prev: 0.2%	3,257 SH	Increased+592 SH
INVESCO QQQ TR	UNIT SER 1	$231K	0.1%Prev: 0.4%	376 SH	Decreased-976 SH
ISHARES INC	CORE MSCI EMKT	$466K	0.2%	6,925 SH	New
ISHARES INC	EMNG MKTS EQT	$6.1M	3.0%Prev: 3.1%	105,914 SH	Increased-841 SH
ISHARES INC	ESG AWR MSCI EM	$374K	0.2%Prev: 0.2%	8,474 SH	Increased+238 SH
ISHARES INC	JP MORGAN EM ETF	$1.2M	0.6%Prev: 0.8%	29,272 SH	Decreased-9,104 SH
ISHARES INC	MSCI EMERG MRKT	$1.6M	0.8%Prev: 0.9%	25,310 SH	Decreased-633 SH
ISHARES INC	MSCI GBL GOLD MN	$5.5M	2.7%Prev: 2.3%	74,545 SH	Increased+7,505 SH
ISHARES TR	0-3 MNTH TREASRY	$1.1M	0.5%Prev: 0.6%	10,723 SH	Decreased-443 SH
ISHARES TR	0-5 YR TIPS ETF	$322K	0.2%Prev: 0.2%	3,142 SH	Decreased-98 SH
ISHARES TR	10-20 YR TRS ETF	$823K	0.4%Prev: 0.4%	8,099 SH	Increased+646 SH
ISHARES TR	10+ YR INVST GRD	$293K	0.1%Prev: 0.4%	5,798 SH	Decreased-10,839 SH
ISHARES TR	CALIF MUN BD ETF	$389K	0.2%Prev: 0.3%	6,778 SH	Decreased-3,342 SH
ISHARES TR	CORE INTL AGGR	$451K	0.2%	9,026 SH	New
ISHARES TR	CORE MSCI EAFE	$406K	0.2%Prev: 0.2%	4,537 SH	Decreased-428 SH
ISHARES TR	CORE MSCI INTL	$2.0M	1.0%Prev: 0.8%	24,157 SH	Increased+5,225 SH
ISHARES TR	CORE S&P TTL STK	$1.6M	0.8%Prev: 0.7%	10,426 SH	Increased+1,309 SH
ISHARES TR	CORE S&P500 ETF	$353K	0.2%Prev: 0.2%	516 SH	Increased+1 SH
ISHARES TR	CORE US AGGBD ET	$206K	0.1%Prev: 0.2%	2,066 SH	Decreased-1,697 SH
ISHARES TR	CRE U S REIT ETF	$415K	0.2%	7,286 SH	New
ISHARES TR	EAFE VALUE ETF	$348K	0.2%Prev: 0.2%	4,867 SH	Decreased-410 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.7%Prev: 0.7%	14,817 SH	Increased-183 SH
ISHARES TR	ESG AWR MSCI USA	$2.0M	1.0%Prev: 1.1%	13,478 SH	Decreased-1,435 SH
ISHARES TR	INTERNATIONAL SL	$1.0M	0.5%Prev: 0.9%	25,153 SH	Decreased-15,717 SH
ISHARES TR	INTL EQTY FACTOR	$4.6M	2.2%Prev: 2.3%	121,246 SH	Increased-1,745 SH
ISHARES TR	ISHS 1-5YR INVS	$2.4M	1.2%Prev: 1.7%	45,603 SH	Decreased-14,770 SH
ISHARES TR	MBS ETF	$1.9M	0.9%Prev: 1.4%	20,325 SH	Decreased-7,186 SH
ISHARES TR	MSCI EAFE MIN VL	$1.9M	0.9%Prev: 1.3%	21,597 SH	Decreased-8,148 SH
ISHARES TR	MSCI INTL MOMENT	$3.5M	1.7%Prev: 1.8%	73,912 SH	Increased+481 SH
ISHARES TR	MSCI INTL VLU FT	$7.2M	3.5%Prev: 3.3%	188,106 SH	Increased+6,624 SH
ISHARES TR	MSCI USA MIN VOL	$4.1M	2.0%Prev: 2.1%	43,812 SH	Increased+499 SH
ISHARES TR	MSCI USA MMENTM	$6.6M	3.2%Prev: 3.3%	26,539 SH	Increased+1,514 SH
ISHARES TR	MSCI USA QLT FCT	$802K	0.4%Prev: 0.4%	4,039 SH	Decreased-270 SH
ISHARES TR	MSCI USA VALUE	$1.1M	0.5%Prev: 0.4%	7,845 SH	Increased+1,052 SH
ISHARES TR	U S EQUITY FACTR	$4.7M	2.3%Prev: 2.3%	67,068 SH	Increased+1,601 SH
ISHARES TR	ULTRA SHORT DUR	$2.9M	1.4%Prev: 1.6%	56,542 SH	Decreased-5,981 SH
ISHARES TR	US SML CAP EQT	$551K	0.3%Prev: 0.3%	7,356 SH	Decreased-226 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$3.6M	1.8%Prev: 1.7%	59,748 SH	Increased+2,877 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$641K	0.3%Prev: 0.3%	9,403 SH	Increased+37 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.3M	0.7%Prev: 0.7%	10,842 SH	Increased+168 SH
KINROSS GOLD CORP	COM	$231K	0.1%Prev: 0.1%	8,206 SH	Increased-939 SH
KLA CORP	COM NEW	$276K	0.1%	227 SH	New
KROGER CO	COM	$370K	0.2%Prev: 0.2%	5,921 SH	Decreased-80 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.4M	0.7%Prev: 0.8%	50,388 SH	Decreased-3,765 SH
META PLATFORMS INC	CL A	$320K	0.2%Prev: 0.2%	485 SH	Increased+65 SH
MICROSOFT CORP	COM	$1.6M	0.8%Prev: 0.9%	3,298 SH	Decreased-180 SH
MILLICOM INTL CELLULAR S A	COM STK	$486K	0.2%Prev: 0.2%	8,765 SH	Increased+520 SH
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$226K	0.1%Prev: 0.2%	6,317 SH	Decreased-3,376 SH
NRG ENERGY INC	COM NEW	$288K	0.1%Prev: 0.1%	1,811 SH	Increased+248 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$239K	0.1%Prev: 0.1%	5,297 SH	Increased-4 SH
NUVEEN CA QUALTY MUN INCOME	COM	$378K	0.2%Prev: 0.3%	31,974 SH	Decreased-14,056 SH
NVIDIA CORPORATION	COM	$1.8M	0.9%Prev: 1.0%	9,901 SH	Decreased-35 SH
PILGRIMS PRIDE CORP	COM	$361K	0.2%Prev: 0.2%	9,255 SH	Decreased-674 SH
PIMCO EQUITY SER	RAFI ESG US	$297K	0.1%Prev: 0.2%	7,065 SH	Decreased-1,643 SH
RALPH LAUREN CORP	CL A	$314K	0.2%Prev: 0.2%	887 SH	Decreased-532 SH
REV GROUP INC	COM	$329K	0.2%	5,415 SH	New
RYDER SYS INC	COM	$311K	0.2%Prev: 0.1%	1,624 SH	Increased+455 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$225K	0.1%Prev: 0.1%	6,874 SH	Decreased-498 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$8.8M	4.3%Prev: 4.1%	242,978 SH	Increased+21,807 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.8M	3.8%Prev: 3.7%	171,813 SH	Increased+7,217 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$8.5M	4.2%Prev: 4.2%	313,776 SH	Increased+3,475 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$219K	0.1%Prev: 0.1%	6,946 SH	Increased-26 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.8M	2.3%Prev: 2.5%	200,076 SH	Decreased-7,509 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.6M	3.7%Prev: 4.2%	291,481 SH	Decreased-22,977 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.6%Prev: 0.6%	41,452 SH	Decreased-2,707 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$432K	0.2%Prev: 0.2%	13,252 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	1.1%Prev: 1.2%	83,033 SH	Decreased-4,556 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.8M	1.4%Prev: 1.8%	106,912 SH	Decreased-18,447 SH
SHELL PLC	SPON ADS	$294K	0.1%	4,001 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$987K	0.5%	17,370 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$207K	0.1%	6,260 SH	New
SYLVAMO CORP	COMMON STOCK	$204K	0.1%Prev: 0.1%	4,229 SH	Decreased-440 SH
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$115K	0.1%	11,920 SH	New
TENET HEALTHCARE CORP	COM NEW	$204K	0.1%Prev: 0.1%	1,026 SH	Decreased-47 SH
TIDAL TRUST II	RETURN STCKD US	$1.8M	0.9%Prev: 0.9%	64,793 SH	Increased-2,102 SH
TURKCELL ILETISIM HIZMETLERI	SPON ADR NEW	$105K	0.1%Prev: 0.1%	19,170 SH	Decreased-2,565 SH
UBS AG LONDON BRANCH	ETRACS UBS BLOOM	$3.3M	1.6%Prev: 1.6%	117,016 SH	Increased+734 SH
UGI CORP NEW	COM	$443K	0.2%Prev: 0.2%	11,829 SH	Increased+515 SH
UNITED AIRLS HLDGS INC	COM	$242K	0.1%	2,164 SH	New
UNIVERSAL HLTH SVCS INC	CL B	$305K	0.1%Prev: 0.2%	1,397 SH	Increased-29 SH
VALMONT INDS INC	COM	$397K	0.2%Prev: 0.2%	987 SH	Decreased-123 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.6M	1.3%Prev: 1.3%	99,288 SH	Increased+3,350 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.5%Prev: 0.5%	2,204 SH	Increased+325 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$656K	0.3%Prev: 0.4%	3,097 SH	Decreased-864 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.5M	4.1%Prev: 4.1%	25,271 SH	Increased+1,035 SH
VANGUARD INDEX FDS	VALUE ETF	$265K	0.1%Prev: 0.1%	1,387 SH	Decreased-134 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$392K	0.2%Prev: 0.4%	7,292 SH	Decreased-5,535 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$379K	0.2%	2,685 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.7M	1.3%Prev: 1.1%	45,076 SH	Increased+10,330 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$4.8M	2.3%	85,698 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$365K	0.2%Prev: 0.2%	1,662 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	3.5%Prev: 3.5%	115,164 SH	Increased+1,087 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$857K	0.4%Prev: 0.3%	5,687 SH	Increased+1,016 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	0.6%Prev: 0.3%	9,233 SH	Increased+4,451 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$369K	0.2%Prev: 0.2%	1,469 SH	Increased+125 SH
WALMART INC	COM	$335K	0.2%	3,010 SH	New
WESTERN ASST INFLTN LKD INM	COM SH BEN INT	$1.6M	0.8%Prev: 0.8%	188,625 SH	Decreased+56 SH
WISDOMTREE TR	US EFFICIENT COR	$2.9M	1.4%Prev: 1.5%	52,410 SH	Decreased-1,384 SH
YELP INC	CL A	$309K	0.2%Prev: 0.2%	10,175 SH	Decreased-95 SH

Sold (vs prior filing)

FINVOLUTION GROUP — $108K
FRONTDOOR INC — $215K
ISHARES TR — $244K
ISHARES TR — $411K
PLEXUS CORP — $368K
REMITLY GLOBAL INC — $180K
SCANSOURCE INC — $237K
SPDR SERIES TRUST — $816K
UBIQUITI INC — $406K
VANGUARD INDEX FDS — $221K

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