account_balance
Investment manager · 13F filer · SEC CIK 1766514
RHS Financial, LLC
Reported value$248Mas of Jun 30, 2026
Positions165 32 new, 13 sold out
Top 10 weight34.0%FNDF alone is 5%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FNDFSchwab Strategic Tr
4.7%Added +16%
VTIVanguard Index FDS
4.5%Added +10%
FNDXSchwab Strategic Tr
3.7%Trimmed −9%
VEAVanguard Tax-managed FDS
3.6%Added +12%
MTUMiShares Tr
3.3%
IVLUiShares Tr
3.2%
SCHBSchwab Strategic Tr
3.2%
INTFiShares Tr
2.9%Added +30%
EMGFiShares Inc
2.5%Trimmed −17%
FNDESchwab Strategic Tr
2.3%Trimmed −22%
IMTMiShares Tr
2.3%Added +35%
LRGF2.2%
FNDF4.7%
VTI4.5%
FNDX3.7%
VEAVanguard Tax-managed FDS
3.6%Added +12%
MTUMiShares Tr
3.3%
IVLUiShares Tr
3.2%
SCHB3.2%
INTF2.9%
EMGF2.5%
FNDE2.3%
IMTM2.3%
LRGF2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FNDF Schwab Strategic Tr 4.7% Added +16%
VTI Vanguard Index FDS 4.5% Added +10%
FNDX Schwab Strategic Tr 3.7% Trimmed −9%
VEA Vanguard Tax-managed FDS 3.6% Added +12%
MTUM iShares Tr 3.3% Held
IVLU iShares Tr 3.2% Held
SCHB Schwab Strategic Tr 3.2% Held
INTF iShares Tr 2.9% Added +30%
EMGF iShares Inc 2.5% Trimmed −17%
FNDE Schwab Strategic Tr 2.3% Trimmed −22%
IMTM iShares Tr 2.3% Added +35%
LRGF iShares Tr 2.2% Added +4%
What changed