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: $211.1M145 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMMDY	$1.4M	0.7%Prev: 0.8%	39,892 SH	Increased+250 SH
ADOBE INC	COM	$388K	0.2%	1,597 SH	New
ALBERTSONS COS INC	COMMON STOCK	$397K	0.2%	23,280 SH	New
ALKERMES PLC	SHS	$204K	0.1%	5,761 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.5%Prev: 0.3%	3,987 SH	Increased+98 SH
ALPHABET INC	CAP STK CL C	$292K	0.1%	1,016 SH	New
AMAZON COM INC	COM	$1.0M	0.5%	4,823 SH	New
APPLE INC	COM	$4.0M	1.9%Prev: 1.1%	15,656 SH	Increased+6,481 SH
AT&T INC	COM	$412K	0.2%Prev: 0.2%	14,205 SH	Increased+1,426 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$395K	0.2%Prev: 0.3%	824 SH	Decreased-40 SH
BLACKROCK CORE BD TR	SHS BEN INT	$569K	0.3%	62,073 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$331K	0.2%Prev: 0.6%	5,689 SH	Decreased-14,666 SH
BLUEROCK PVT REAL ESTATE FD	COM	$1.3M	0.6%	77,142 SH	New
BOOKING HOLDINGS INC	COM	$206K	0.1%	49 SH	New
BORGWARNER INC	COM	$365K	0.2%	6,733 SH	New
BOSTON BEER INC	CL A	$452K	0.2%	1,961 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$754K	0.4%	12,438 SH	New
CF INDUSTRIES HOLD	COM	$318K	0.2%	2,451 SH	New
CIRRUS LOGIC INC	COM	$220K	0.1%Prev: 0.1%	1,518 SH	Increased-533 SH
COMCAST CORP NEW	CL A	$305K	0.1%	10,622 SH	New
COSTCO WHOLESALE CORPORATION	COM	$272K	0.1%	273 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$393K	0.2%Prev: 0.2%	9,282 SH	Increased-2,249 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$201K	0.1%Prev: 0.2%	4,738 SH	Decreased-6,219 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$300K	0.1%Prev: 0.2%	6,650 SH	Decreased-1,900 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$234K	0.1%	6,891 SH	New
DOLLAR TREE INC	COM	$372K	0.2%	3,400 SH	New
DROPBOX INC	CL A	$284K	0.1%Prev: 0.2%	12,513 SH	Decreased+1,424 SH
DXC TECHNOLOGY CO	COM	$168K	0.1%Prev: 0.1%	13,332 SH	Decreased+807 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$5.4M	2.6%Prev: 2.1%	46,798 SH	Increased+14,001 SH
EA SERIES TRUST	ALPHA ARCHITECT	$1.1M	0.5%	10,657 SH	New
EBAY INC.	COM	$541K	0.3%	5,947 SH	New
ELECTRONIC ARTS INC	COM	$283K	0.1%	1,386 SH	New
EOG RES INC	COM	$481K	0.2%Prev: 0.3%	3,326 SH	Increased-199 SH
EXELIXIS INC	COM	$548K	0.3%Prev: 0.2%	12,773 SH	Increased+995 SH
EXPEDIA GROUP INC	COM NEW	$252K	0.1%	1,090 SH	New
FEDERATED HERMES INC	CL B	$494K	0.2%Prev: 0.2%	8,715 SH	Increased-183 SH
G III APPAREL GROUP LTD	COM	$283K	0.1%Prev: 0.2%	10,234 SH	Decreased-3,061 SH
GENERAL MTRS CO	COM	$392K	0.2%	5,263 SH	New
GILEAD SCIENCES INC	COM	$622K	0.3%	4,466 SH	New
GLOBAL X FDS	US PFD ETF	$254K	0.1%Prev: 0.6%	13,794 SH	Decreased-45,473 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$253K	0.1%Prev: 0.9%	2,530 SH	Decreased-13,742 SH
GRANITESHARES ETF TR	HIPS US HIGH INC	$485K	0.2%	42,014 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$880K	0.4%	29,348 SH	New
HCA HEALTHCARE INC	COM	$796K	0.4%Prev: 0.2%	1,683 SH	Increased+803 SH
HEWLETT PACKARD ENTERPRISE C	COM	$314K	0.1%Prev: 0.1%	13,168 SH	Increased-818 SH
INGREDION INC	COM	$418K	0.2%Prev: 0.3%	3,713 SH	Decreased-17 SH
INTERDIGITAL INC	COM	$500K	0.2%Prev: 0.2%	1,654 SH	Increased-310 SH
INTUITIVE SURGICAL INC	COM NEW	$459K	0.2%Prev: 0.3%	995 SH	Decreased-146 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$790K	0.4%	7,050 SH	New
INVESCO QQQ TR	UNIT SER 1	$554K	0.3%Prev: 0.5%	961 SH	Decreased-866 SH
ISHARES INC	CORE MSCI EMKT	$439K	0.2%Prev: 0.2%	6,293 SH	Increased+617 SH
ISHARES INC	EMNG MKTS EQT	$6.3M	3.0%Prev: 1.8%	103,823 SH	Increased+33,749 SH
ISHARES INC	ESG AWR MSCI EM	$355K	0.2%Prev: 0.3%	7,809 SH	Decreased-8,331 SH
ISHARES INC	JP MORGAN EM ETF	$1.7M	0.8%Prev: 0.6%	41,698 SH	Increased+10,867 SH
ISHARES INC	MSCI EMERG MRKT	$1.3M	0.6%Prev: 0.8%	19,728 SH	Decreased-4,410 SH
ISHARES INC	MSCI GBL GOLD MN	$5.7M	2.7%Prev: 1.4%	72,017 SH	Increased+7,634 SH
ISHARES TR	0-3 MNTH TREASRY	$792K	0.4%Prev: 0.1%	7,872 SH	Increased+5,547 SH
ISHARES TR	0-5 YR TIPS ETF	$524K	0.2%Prev: 0.3%	5,069 SH	Decreased-177 SH
ISHARES TR	10-20 YR TRS ETF	$512K	0.2%Prev: 0.3%	5,079 SH	Increased+485 SH
ISHARES TR	10+ YR INVST GRD	$565K	0.3%	11,385 SH	New
ISHARES TR	CALIF MUN BD ETF	$391K	0.2%Prev: 0.9%	6,883 SH	Decreased-21,973 SH
ISHARES TR	CORE INTL AGGR	$727K	0.3%	14,531 SH	New
ISHARES TR	CORE MSCI EAFE	$363K	0.2%Prev: 0.7%	4,013 SH	Decreased-11,966 SH
ISHARES TR	CORE MSCI INTL	$2.1M	1.0%Prev: 0.8%	25,077 SH	Increased+3,827 SH
ISHARES TR	CORE S&P TTL STK	$1.2M	0.6%Prev: 0.4%	8,639 SH	Increased+2,507 SH
ISHARES TR	CORE S&P500 ETF	$338K	0.2%Prev: 1.4%	518 SH	Decreased-4,018 SH
ISHARES TR	CRE U S REIT ETF	$1.0M	0.5%Prev: 0.2%	17,733 SH	Increased+10,264 SH
ISHARES TR	EAFE VALUE ETF	$286K	0.1%Prev: 0.4%	3,846 SH	Decreased-8,043 SH
ISHARES TR	ESG AW MSCI EAFE	$1.3M	0.6%Prev: 1.0%	13,277 SH	Decreased-9,406 SH
ISHARES TR	ESG AWR MSCI USA	$1.9M	0.9%Prev: 2.1%	13,415 SH	Decreased-17,707 SH
ISHARES TR	INTERNATIONAL SL	$857K	0.4%Prev: 1.6%	20,509 SH	Decreased-65,397 SH
ISHARES TR	INTL EQTY FACTOR	$5.2M	2.5%Prev: 1.7%	133,000 SH	Increased+34,528 SH
ISHARES TR	ISHS 1-5YR INVS	$2.1M	1.0%Prev: 2.7%	40,692 SH	Decreased-50,303 SH
ISHARES TR	MBS ETF	$1.3M	0.6%Prev: 0.9%	14,200 SH	Decreased-2,098 SH
ISHARES TR	MSCI EAFE MIN VL	$3.1M	1.5%Prev: 0.3%	33,665 SH	Increased+27,398 SH
ISHARES TR	MSCI INTL MOMENT	$3.8M	1.8%Prev: 1.5%	78,612 SH	Increased+13,615 SH
ISHARES TR	MSCI INTL VLU FT	$7.7M	3.6%Prev: 3.0%	193,822 SH	Increased+19,881 SH
ISHARES TR	MSCI USA MIN VOL	$4.3M	2.0%Prev: 2.7%	45,883 SH	Decreased-6,039 SH
ISHARES TR	MSCI USA MMENTM	$5.8M	2.8%Prev: 2.2%	24,265 SH	Increased+5,190 SH
ISHARES TR	MSCI USA QLT FCT	$652K	0.3%Prev: 1.1%	3,400 SH	Decreased-8,201 SH
ISHARES TR	MSCI USA VALUE	$1.4M	0.7%Prev: 0.3%	9,886 SH	Increased+5,277 SH
ISHARES TR	U S EQUITY FACTR	$4.7M	2.2%Prev: 1.7%	70,651 SH	Increased+18,827 SH
ISHARES TR	ULTRA SHORT DUR	$2.5M	1.2%	49,900 SH	New
ISHARES TR	US SML CAP EQT	$681K	0.3%	9,015 SH	New
ISHARES TR	USD INV GRDE ETF	$430K	0.2%	8,399 SH	New
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$3.2M	1.5%Prev: 2.0%	51,321 SH	Decreased-17,975 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$669K	0.3%Prev: 0.3%	9,390 SH	Increased+1,462 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.4M	0.6%Prev: 0.7%	10,512 SH	Increased-333 SH
JAZZ PHARMACEUTICALS PLC	SHS USD	$203K	0.1%	1,076 SH	New
KLA CORP	COM NEW	$262K	0.1%	178 SH	New
KROGER CO	COM	$461K	0.2%Prev: 0.2%	6,376 SH	Increased+517 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$948K	0.4%Prev: 0.8%	31,454 SH	Decreased-21,701 SH
META PLATFORMS INC	CL A	$364K	0.2%	636 SH	New
MICROSOFT CORP	COM	$1.2M	0.6%Prev: 0.9%	3,187 SH	Decreased-886 SH
MILLICOM INTL CELLULAR S A	COM STK	$469K	0.2%	6,263 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$250K	0.1%Prev: 0.2%	6,870 SH	Decreased-3,918 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$239K	0.1%Prev: 0.1%	5,256 SH	Decreased-1,315 SH
NUVEEN CA DIVI ADV MUN	COM	$340K	0.2%	29,217 SH	New
NVIDIA CORPORATION	COM	$1.8M	0.8%Prev: 0.6%	10,254 SH	Increased-64 SH
PILGRIMS PRIDE CORP	COM	$366K	0.2%Prev: 0.3%	9,705 SH	Decreased-422 SH
PIMCO EQUITY SER	RAFI ESG US	$310K	0.1%Prev: 0.2%	7,453 SH	Decreased-3,071 SH
RALPH LAUREN CORP	CL A	$277K	0.1%Prev: 0.2%	804 SH	Decreased-846 SH
RYDER SYS INC	COM	$325K	0.2%	1,588 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$231K	0.1%Prev: 0.1%	7,023 SH	Decreased-2,123 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$7.1M	3.4%Prev: 4.4%	185,287 SH	Decreased-72,022 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$9.7M	4.6%Prev: 3.8%	199,332 SH	Increased+13,696 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$9.1M	4.3%Prev: 4.6%	327,868 SH	Increased-16,097 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$216K	0.1%	6,653 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.8M	2.3%Prev: 2.8%	194,733 SH	Decreased-53,607 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.8M	3.2%Prev: 4.4%	270,757 SH	Decreased-90,724 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	0.6%Prev: 0.8%	41,008 SH	Decreased-9,091 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$369K	0.2%Prev: 0.6%	12,652 SH	Decreased-30,131 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	0.8%Prev: 1.4%	64,282 SH	Decreased-51,124 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.9M	1.4%Prev: 1.1%	107,517 SH	Increased+33,559 SH
SHELL PLC	SPON ADS	$420K	0.2%Prev: 0.2%	4,521 SH	Increased+195 SH
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$155K	0.1%	11,794 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.5M	0.7%	26,023 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$213K	0.1%	6,010 SH	New
TECHNIPFMC PLC	COM	$249K	0.1%	3,599 SH	New
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$162K	0.1%	14,382 SH	New
TIDAL TRUST I	UNLIMITED HFGM	$234K	0.1%	7,289 SH	New
TIDAL TRUST II	RETURN STCKD US	$1.6M	0.7%	55,923 SH	New
TURKCELL ILETISIM	SPON ADR NEW	$108K	0.1%	17,910 SH	New
UBS AG LONDON BRANCH	ETRACS UBS BLOOM	$3.8M	1.8%Prev: 1.7%	115,372 SH	Increased+3,527 SH
UGI CORP NEW	COM	$416K	0.2%	11,423 SH	New
UNIVERSAL HLTH SVCS INC	CL B	$260K	0.1%Prev: 0.2%	1,453 SH	Decreased-334 SH
VALMONT INDS INC	COM	$352K	0.2%	880 SH	New
VANECK ETF TRUST	JP MRGAN EM LOC	$2.2M	1.0%Prev: 1.5%	88,056 SH	Decreased-21,591 SH
VANGUARD INDEX FDS	GROWTH ETF	$763K	0.4%Prev: 0.6%	1,747 SH	Decreased-1,108 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$639K	0.3%Prev: 0.1%	2,942 SH	Increased+1,653 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.8M	4.2%Prev: 3.7%	27,321 SH	Increased+3,320 SH
VANGUARD INDEX FDS	VALUE ETF	$280K	0.1%Prev: 0.2%	1,427 SH	Decreased-627 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$273K	0.1%Prev: 0.5%	5,055 SH	Decreased-15,843 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.9M	1.4%Prev: 0.1%	49,020 SH	Increased+45,407 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$6.8M	3.2%Prev: 1.4%	122,859 SH	Increased+78,814 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$357K	0.2%Prev: 0.2%	1,662 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	3.4%Prev: 3.3%	112,869 SH	Increased-3,946 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$984K	0.5%	6,347 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.8%Prev: 0.2%	11,156 SH	Increased+8,108 SH
VANGUARD WORLD FD	EXTENDED DUR	$904K	0.4%Prev: 0.3%	13,919 SH	Increased+7,176 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$533K	0.3%Prev: 0.5%	2,257 SH	Decreased-2,079 SH
WALMART INC	COM	$548K	0.3%	4,410 SH	New
WESTERN ASSET INFLT LNK INC	COM SH BEN INT	$1.6M	0.8%	201,065 SH	New
WISDOMTREE TR	US EFFICIENT COR	$2.6M	1.2%Prev: 1.4%	50,349 SH	Increased-5,090 SH
YELP INC	CL A	$256K	0.1%Prev: 0.2%	10,352 SH	Decreased-110 SH

Sold (vs prior filing)

CENTERRA GOLD INC — $68K
FIDELITY COVINGTON TRUST — $346K
FINVOLUTION GROUP — $116K
FRONTDOOR INC — $211K
HP INC — $345K
INTUIT — $217K
ISHARES GOLD TR — $261K
ISHARES INC — $524K
ISHARES TR — $298K
ISHARES TR — $500K
ISHARES TR — $317K
ISHARES TR — $301K
ISHARES TR — $380K
ISHARES TR — $330K
ISHARES TR — $672K
ISHARES TR — $954K
ISHARES TR — $824K
ISHARES TR — $540K
ISHARES TR — $4.1M
MATSON INC — $286K
… and 11 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