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: $247.9M164 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMMDY	$3.1M	1.3%Prev: 0.7%	92,160 SH	Increased+54,412 SH
ADOBE INC	COM	$589K	0.2%	2,871 SH	New
ADVANCED MICRO DEVICES INC	COM	$710K	0.3%	1,223 SH	New
AGF INVTS TR	US MARKET NETRL	$188K	0.1%	16,902 SH	New
ALBERTSONS COMPANIES INC	COMMON STOCK	$314K	0.1%	23,238 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.6%Prev: 0.4%	3,925 SH	Increased-84 SH
ALPHABET INC	CAP STK CL C	$360K	0.1%	1,018 SH	New
AMAZON COM INC	COM	$1.5M	0.6%Prev: 0.6%	6,342 SH	Increased+1,302 SH
APPLE INC	COM	$5.5M	2.2%Prev: 1.0%	18,862 SH	Increased+10,020 SH
AT&T INC	COM	$267K	0.1%Prev: 0.2%	12,895 SH	Decreased-1,847 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$402K	0.2%Prev: 0.3%	804 SH	Decreased-156 SH
BIOCRYST PHARMACEUTICALS INC	COM	$190K	0.1%	19,018 SH	New
BLACKROCK CORE BD TR	SHS BEN INT	$2.5M	1.0%	270,763 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$393K	0.2%	5,772 SH	New
BLUEROCK PVT REAL ESTATE FD	COM	$1000K	0.4%	76,852 SH	New
BOOKING HOLDINGS INC	COM	$282K	0.1%	1,580 SH	New
BORGWARNER INC	COM	$264K	0.1%	3,974 SH	New
BOSTON BEER INC	CL A	$345K	0.1%	1,947 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$681K	0.3%Prev: 0.3%	11,816 SH	Increased+1,899 SH
CBL & ASSOC PPTYS INC	COMMON STOCK	$264K	0.1%	4,971 SH	New
CF INDUSTRIES HOLD	COM	$244K	0.1%	2,257 SH	New
CIRRUS LOGIC INC	COM	$274K	0.1%	1,843 SH	New
COCA COLA CONS INC	COM	$282K	0.1%	1,475 SH	New
COLGATE PALMOLIVE CO	COM	$648K	0.3%	7,066 SH	New
COMCAST CORP NEW	CL A	$601K	0.2%	24,482 SH	New
COREWEAVE INC	COM CL A	$2.1M	0.9%	21,291 SH	New
COSTCO WHOLESALE CORPORATION	COM	$371K	0.1%	397 SH	New
DIMENSIONAL ETF TRUST	EMER MARK SU ETF	$307K	0.1%	6,285 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$216K	0.1%Prev: 0.1%	4,783 SH	Decreased-1,084 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$432K	0.2%	7,999 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$553K	0.2%Prev: 0.2%	10,700 SH	Increased+3,350 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$254K	0.1%Prev: 0.1%	6,891 SH	Increased
DOLLAR TREE INC	COM	$349K	0.1%	2,882 SH	New
DROPBOX INC	CL A	$359K	0.1%Prev: 0.2%	13,071 SH	Increased+1,915 SH
DXC TECHNOLOGY CO	COM	$133K	0.1%Prev: 0.2%	14,975 SH	Decreased-2,381 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$5.1M	2.0%Prev: 2.3%	43,356 SH	Increased+7,960 SH
EA SERIES TRUST	ALPHA ARCHITECT	$1.4M	0.6%Prev: 0.5%	13,580 SH	Increased+5,171 SH
EBAY INC.	COM	$647K	0.3%Prev: 0.3%	5,791 SH	Increased-372 SH
ELECTRONIC ARTS INC	COM	$351K	0.1%	1,710 SH	New
EOG RES INC	COM	$431K	0.2%Prev: 0.2%	3,326 SH	Increased+559 SH
EXELIXIS INC	COM	$695K	0.3%Prev: 0.3%	12,779 SH	Increased+482 SH
EXPEDIA GROUP INC	COM NEW	$383K	0.2%	1,495 SH	New
FEDERATED HERMES INC	CL B	$479K	0.2%Prev: 0.2%	8,680 SH	Increased-641 SH
FLEX LTD	ORD	$494K	0.2%	3,050 SH	New
FRONTDOOR INC	COM	$232K	0.1%	2,995 SH	New
G III APPAREL GROUP LTD	COM	$327K	0.1%Prev: 0.2%	9,706 SH	Increased-3,376 SH
GENERAL MTRS CO	COM	$452K	0.2%	5,869 SH	New
GILEAD SCIENCES INC	COM	$452K	0.2%Prev: 0.1%	3,574 SH	Increased+1,466 SH
GODADDY INC	CL A	$414K	0.2%	4,875 SH	New
GRANITESHARES ETF TR	HIPS US HIGH INC	$402K	0.2%	34,804 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$632K	0.3%	24,347 SH	New
HCA HEALTHCARE INC	COM	$686K	0.3%Prev: 0.2%	1,760 SH	Increased+888 SH
HENRY JACK & ASSOC INC	COM	$357K	0.1%	2,594 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$594K	0.2%Prev: 0.2%	13,168 SH	Increased-818 SH
INGREDION INC	COM	$341K	0.1%Prev: 0.3%	3,605 SH	Decreased+116 SH
INTERDIGITAL INC	COM	$274K	0.1%Prev: 0.3%	967 SH	Decreased-1,078 SH
INTUITIVE SURGICAL INC	COM NEW	$437K	0.2%Prev: 0.3%	1,098 SH	Decreased+118 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.2M	0.5%Prev: 0.2%	7,228 SH	Increased+4,054 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.5%Prev: 0.4%	1,526 SH	Increased+398 SH
ISHARES INC	CORE MSCI EMKT	$390K	0.2%Prev: 0.1%	4,706 SH	Increased+1,165 SH
ISHARES INC	EMNG MKTS EQT	$6.3M	2.5%Prev: 2.8%	86,012 SH	Increased-9,441 SH
ISHARES INC	ESG AWR MSCI EM	$386K	0.2%Prev: 0.2%	7,067 SH	Increased-1,255 SH
ISHARES INC	JP MORGAN EM ETF	$2.0M	0.8%Prev: 0.7%	47,245 SH	Increased+15,401 SH
ISHARES INC	MSCI EMERG MRKT	$1.4M	0.6%Prev: 1.0%	18,461 SH	Decreased-9,109 SH
ISHARES INC	MSCI GBL GOLD MN	$4.9M	2.0%Prev: 1.8%	75,677 SH	Increased+3,738 SH
ISHARES TR	0-3 MTH TREASURY	$1.1M	0.5%	11,159 SH	New
ISHARES TR	0-5 YR TIPS ETF	$723K	0.3%Prev: 0.2%	7,073 SH	Increased+3,816 SH
ISHARES TR	10-20 YR TRS ETF	$636K	0.3%Prev: 0.3%	6,340 SH	Increased+1,465 SH
ISHARES TR	10+ YR INVST GRD	$451K	0.2%Prev: 0.5%	9,008 SH	Decreased-8,907 SH
ISHARES TR	CALIF MUN BD ETF	$389K	0.2%Prev: 0.4%	6,753 SH	Decreased-4,434 SH
ISHARES TR	CORE INTL AGGR	$2.2M	0.9%	42,519 SH	New
ISHARES TR	CORE MSCI EAFE	$702K	0.3%Prev: 0.3%	7,264 SH	Increased+710 SH
ISHARES TR	CORE MSCI INTL	$3.5M	1.4%Prev: 0.7%	38,877 SH	Increased+22,390 SH
ISHARES TR	CORE S&P TTL STK	$1.1M	0.5%Prev: 0.6%	7,000 SH	Increased-1,270 SH
ISHARES TR	CORE S&P500 ETF	$386K	0.2%Prev: 0.2%	516 SH	Increased+1 SH
ISHARES TR	CRE U S REIT ETF	$930K	0.4%	13,989 SH	New
ISHARES TR	EAFE VALUE ETF	$744K	0.3%Prev: 0.2%	9,713 SH	Increased+4,436 SH
ISHARES TR	ESG AW MSCI EAFE	$1.8M	0.7%Prev: 0.8%	17,345 SH	Increased+2,062 SH
ISHARES TR	ESG AWR MSCI USA	$2.1M	0.9%Prev: 1.2%	12,998 SH	Increased-2,175 SH
ISHARES TR	INTERNATIONAL SL	$869K	0.4%Prev: 1.0%	20,067 SH	Decreased-25,618 SH
ISHARES TR	INTL EQTY FACTOR	$7.1M	2.9%Prev: 2.4%	173,378 SH	Increased+52,422 SH
ISHARES TR	ISHS 1-5YR INVS	$1.9M	0.8%Prev: 1.9%	37,059 SH	Decreased-26,725 SH
ISHARES TR	MBS ETF	$1.9M	0.7%Prev: 1.0%	19,636 SH	Increased+424 SH
ISHARES TR	MSCI EAFE MIN VL	$2.7M	1.1%Prev: 1.5%	31,280 SH	Increased-792 SH
ISHARES TR	MSCI INTL MOMENT	$5.7M	2.3%Prev: 1.6%	106,314 SH	Increased+42,955 SH
ISHARES TR	MSCI INTL QUALTY	$374K	0.2%	7,542 SH	New
ISHARES TR	MSCI INTL VLU FT	$8.0M	3.2%Prev: 3.3%	192,303 SH	Increased+15,054 SH
ISHARES TR	MSCI USA MIN ETF	$4.8M	1.9%	49,931 SH	New
ISHARES TR	MSCI USA MMENTM	$8.2M	3.3%Prev: 2.9%	23,913 SH	Increased+2,524 SH
ISHARES TR	MSCI USA QLT FCT	$933K	0.4%Prev: 0.5%	4,251 SH	Increased-748 SH
ISHARES TR	MSCI USA VALUE	$2.0M	0.8%Prev: 0.4%	9,869 SH	Increased+3,084 SH
ISHARES TR	U S EQUITY FACTR	$5.5M	2.2%Prev: 2.4%	73,365 SH	Increased+8,408 SH
ISHARES TR	U.S. TECH ETF	$262K	0.1%	1,039 SH	New
ISHARES TR	ULTRA SHORT DUR	$1.9M	0.8%Prev: 1.5%	37,987 SH	Decreased-15,216 SH
ISHARES TR	US SML CAP EQT	$996K	0.4%Prev: 0.2%	11,179 SH	Increased+4,941 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$2.6M	1.0%Prev: 1.8%	41,397 SH	Decreased-13,600 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.2M	0.5%Prev: 0.3%	16,765 SH	Increased+7,390 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.9M	0.8%Prev: 0.7%	13,492 SH	Increased+2,605 SH
JABIL INC	COM	$250K	0.1%	649 SH	New
JAZZ PHARMACEUTICALS PLC	SHS USD	$296K	0.1%	1,229 SH	New
KLA CORP	COM NEW	$457K	0.2%	1,514 SH	New
KROGER CO	COM	$371K	0.1%Prev: 0.2%	6,681 SH	Decreased+620 SH
LITMAN GREGORY FDS TR	IMGP DBI MAN ETF	$373K	0.2%	12,172 SH	New
MASTERCARD INCORPORATED	CL A	$228K	0.1%	443 SH	New
MCKESSON CORP	COM	$215K	0.1%	285 SH	New
META PLATFORMS INC	CL A	$248K	0.1%Prev: 0.1%	440 SH	Increased+116 SH
MICRON TECHNOLOGY INC	COM	$286K	0.1%	248 SH	New
MICROSOFT CORP	COM	$1.1M	0.4%Prev: 1.0%	2,950 SH	Decreased-624 SH
NETSCOUT SYS INC	COM	$245K	0.1%	5,615 SH	New
NEW YORK LIFE INVESTMENTS ET	MERGE ARBIT ETF	$415K	0.2%	11,375 SH	New
NUVEEN CA DIVI ADV MUN	COM	$349K	0.1%	28,824 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.8%Prev: 0.9%	9,922 SH	Increased+392 SH
PEGASYSTEMS INC	COM	$205K	0.1%	6,832 SH	New
PIMCO EQUITY SER	RAFI ESG US	$393K	0.2%Prev: 0.2%	8,206 SH	Increased-661 SH
QUALCOMM INC	COM	$267K	0.1%	1,444 SH	New
RALPH LAUREN CORP	CL A	$288K	0.1%Prev: 0.3%	717 SH	Decreased-928 SH
RYDER SYS INC	COM	$346K	0.1%	1,311 SH	New
SALESFORCE INC	COM	$266K	0.1%	1,700 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$254K	0.1%Prev: 0.1%	6,992 SH	Increased-244 SH
SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$5.7M	2.3%	144,271 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$12.1M	4.9%Prev: 3.8%	230,286 SH	Increased+65,613 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$9.3M	3.7%Prev: 4.6%	297,927 SH	Increased-30,036 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.3M	2.1%Prev: 2.7%	190,357 SH	Increased-23,009 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.8M	3.2%Prev: 4.4%	269,632 SH	Increased-52,105 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	0.5%Prev: 0.7%	36,758 SH	Decreased-9,210 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$448K	0.2%Prev: 0.2%	13,252 SH	Increased-850 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.8M	0.7%Prev: 1.3%	59,578 SH	Decreased-31,113 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$4.5M	1.8%Prev: 1.5%	170,680 SH	Increased+71,027 SH
SHELL PLC	SPON ADS	$268K	0.1%Prev: 0.1%	3,462 SH	Increased+389 SH
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$130K	0.1%Prev: 0.1%	10,178 SH	Decreased-2,510 SH
SPDR INDEX SHS FDS	ST STR MSCI EAFE	$3.8M	1.5%	39,767 SH	New
SPDR INDEX SHS FDS	ST STR MSCI GLB	$316K	0.1%	3,689 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$2.0M	0.8%	32,915 SH	New
TAPESTRY INC	COM	$215K	0.1%	1,470 SH	New
TECHNIPFMC PLC	COM	$286K	0.1%	4,315 SH	New
TENET HEALTHCARE CORP	COM NEW	$313K	0.1%	1,671 SH	New
TIDAL TRUST I	UNLIMITED HFGM	$1.2M	0.5%	39,888 SH	New
TIDAL TRUST II	RET STCKD GL STK	$1.7M	0.7%	54,570 SH	New
TIDAL TRUST II	RETURN STCKD US	$1.5M	0.6%	46,477 SH	New
UBS AG LONDON BRANCH	ETRA BL CO MAT 5	$4.1M	1.7%	126,850 SH	New
UGI CORP NEW	COM	$301K	0.1%Prev: 0.2%	8,722 SH	Increased+518 SH
UNITED AIRLS HLDGS INC	COM	$253K	0.1%	1,860 SH	New
VALMONT INDS INC	COM	$330K	0.1%Prev: 0.2%	572 SH	Decreased-544 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$1.5M	0.6%Prev: 1.5%	60,172 SH	Decreased-40,849 SH
VANGUARD INDEX FDS	GROWTH ETF	$955K	0.4%Prev: 0.5%	11,087 SH	Increased+9,208 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.4%	3,161 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$715K	0.3%Prev: 0.4%	2,942 SH	Decreased-1,049 SH
VANGUARD INDEX FDS	SMALL CP ETF	$232K	0.1%	767 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$11.2M	4.5%Prev: 4.3%	30,162 SH	Increased+5,296 SH
VANGUARD INDEX FDS	VALUE ETF	$350K	0.1%Prev: 0.2%	1,607 SH	Increased-129 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$339K	0.1%Prev: 0.4%	5,677 SH	Decreased-9,375 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.0M	0.8%Prev: 1.3%	33,769 SH	Decreased-5,904 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$826K	0.3%Prev: 0.2%	14,965 SH	Increased+8,628 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$234K	0.1%	4,027 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$346K	0.1%Prev: 0.2%	1,462 SH	Increased-200 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.0M	3.6%Prev: 3.6%	126,127 SH	Increased+14,238 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$1.4M	0.6%Prev: 0.1%	7,967 SH	Increased+6,365 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$981K	0.4%Prev: 0.4%	6,210 SH	Increased+1,237 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$638K	0.3%Prev: 0.2%	2,330 SH	Increased+986 SH
WALMART INC	COM	$484K	0.2%	4,276 SH	New
WESTERN ASSET INFLT LNK INC	COM SH BEN INT	$1.9M	0.8%	231,357 SH	New
WESTERN DIGITAL CORP	COM	$331K	0.1%	519 SH	New
WISDOMTREE TR	US EFFIC CORE FD	$3.1M	1.3%	52,514 SH	New
YELP INC	CL A	$267K	0.1%Prev: 0.2%	10,892 SH	Decreased+392 SH

Sold (vs prior filing)

ALBERTSONS COS INC — $427K
DIMENSIONAL ETF TRUST — $354K
DIREXION SHS ETF TR — $311K
FINVOLUTION GROUP — $154K
GLOBAL X FDS — $858K
GOLDMAN SACHS ETF TR — $644K
HP INC — $305K
INTERFACE INC — $212K
INTUIT — $219K
ISHARES TR — $331K
ISHARES TR — $351K
ISHARES TR — $260K
ISHARES TR — $407K
ISHARES TR — $4.5M
KIMBERLY-CLARK CORP — $209K
LITMAN GREGORY FDS TR — $1.3M
MATSON INC — $227K
MILLICOM INTL CELLULAR S A — $278K
NEW YORK LIFE INVESTMENTS ET — $309K
NRG ENERGY INC — $281K
… 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