RHS Financial

RHS Financial as of Dec. 31, 2023

Portfolio Holdings for RHS Financial

RHS Financial holds 102 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 6.4 $10M 163k 61.94
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 6.4 $10M 299k 33.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.9 $7.7M 138k 55.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.6 $7.3M 142k 51.27
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 4.3 $6.8M 249k 27.14
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $6.1M 26k 237.22
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 3.5 $5.5M 105k 52.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $5.4M 147k 36.96
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $5.0M 64k 78.03
Ishares Tr Blackrock Ultra (ICSH) 3.0 $4.8M 94k 50.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $4.7M 97k 47.90
Ishares Tr Esg Awr Msci Usa (ESGU) 2.8 $4.4M 42k 104.92
Ishares Tr Msci Usa Mmentm (MTUM) 2.3 $3.6M 23k 156.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $3.5M 63k 56.40
Ishares Tr Core S&p500 Etf (IVV) 2.1 $3.4M 7.1k 477.65
Ubs Ag London Branch Etracs Ubs Bloom (UCIB) 2.1 $3.3M 135k 24.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $3.0M 20k 147.14
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.8 $2.8M 28k 99.74
Wisdomtree Tr Us Efficient Cor (NTSX) 1.7 $2.6M 67k 39.30
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.2 $1.9M 26k 75.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.9M 25k 76.13
Ishares Tr International Sl (ISCF) 1.1 $1.8M 56k 32.13
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 1.1 $1.8M 17k 102.72
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.1 $1.7M 50k 34.86
Microsoft Corporation (MSFT) 1.1 $1.7M 4.6k 376.04
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.5M 22k 70.35
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.4M 14k 99.25
Apple (AAPL) 0.9 $1.4M 7.2k 192.53
Ishares Tr Mbs Etf (MBB) 0.9 $1.4M 14k 94.08
Ishares Tr Calif Mun Bd Etf (CMF) 0.9 $1.3M 23k 57.94
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.8 $1.3M 49k 26.51
Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) 0.8 $1.3M 160k 8.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.3M 15k 82.96
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.7 $1.2M 46k 25.76
Ishares Jp Morgan Em Etf (LEMB) 0.7 $1.1M 30k 36.72
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $1.1M 18k 61.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.1M 26k 41.10
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.7 $1.0M 41k 25.35
Amazon (AMZN) 0.7 $1.0M 6.8k 151.94
Vanguard Index Fds Growth Etf (VUG) 0.6 $993k 3.2k 310.89
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $941k 18k 52.20
Ishares Emng Mkts Eqt (EMGF) 0.6 $895k 21k 42.86
Ishares Tr Core Total Usd (IUSB) 0.6 $879k 19k 46.07
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $870k 38k 23.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $853k 2.1k 409.49
Ishares Msci Emerg Mrkt (EEMV) 0.5 $827k 15k 55.59
Ishares Tr Eafe Value Etf (EFV) 0.5 $797k 15k 52.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $782k 7.9k 98.59
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $762k 15k 49.72
Ishares Msci Gbl Gold Mn (RING) 0.5 $724k 29k 24.58
Abrdn Etfs Bbrg All Commdy (BCD) 0.5 $711k 23k 30.59
Pimco Equity Ser Rafi Esg Us (RAFE) 0.4 $701k 22k 32.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $682k 9.1k 75.10
Ishares Tr Conv Bd Etf (ICVT) 0.4 $657k 8.4k 78.59
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.4 $654k 12k 54.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $631k 6.0k 105.43
Ishares Esg Awr Msci Em (ESGE) 0.4 $605k 19k 32.06
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $558k 10k 55.35
Vanguard World Extended Dur (EDV) 0.3 $544k 6.7k 81.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $539k 11k 48.45
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $520k 4.8k 108.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $497k 20k 24.79
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $480k 6.9k 69.34
Ishares Tr U.s. Tech Etf (IYW) 0.3 $475k 3.9k 122.75
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.3 $447k 36k 12.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $433k 9.3k 46.62
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.3 $428k 9.7k 44.37
Ishares Tr S&p 100 Etf (OEF) 0.3 $426k 1.9k 223.39
Ishares Tr Msci Intl Moment (IMTM) 0.3 $424k 12k 34.29
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $420k 4.3k 96.84
Ishares Msci Emrg Chn (EMXC) 0.3 $417k 7.5k 55.41
Intuitive Surgical Com New (ISRG) 0.3 $411k 1.2k 337.36
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $401k 2.4k 170.36
Ishares Tr U S Equity Factr (LRGF) 0.3 $397k 8.2k 48.29
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $392k 2.7k 143.64
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.2 $388k 8.5k 45.71
Hp (HPQ) 0.2 $384k 13k 30.09
Vanguard World Mega Cap Index (MGC) 0.2 $378k 2.2k 169.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $377k 2.7k 139.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $360k 1.0k 356.66
Intuit (INTU) 0.2 $331k 530.00 625.03
Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $324k 8.9k 36.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $321k 3.1k 105.23
McDonald's Corporation (MCD) 0.2 $309k 1.0k 296.55
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.2 $303k 9.6k 31.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $299k 2.7k 111.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $294k 5.8k 51.05
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $283k 7.3k 38.58
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $281k 4.4k 63.75
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $268k 11k 24.48
Keysight Technologies (KEYS) 0.2 $262k 1.6k 159.09
Ishares Core Msci Emkt (IEMG) 0.2 $261k 5.2k 50.58
Hewlett Packard Enterprise (HPE) 0.2 $255k 15k 16.98
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $244k 22k 11.09
At&t (T) 0.1 $223k 13k 16.78
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $222k 4.4k 50.47
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $222k 4.5k 49.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $220k 2.1k 102.88
Ufp Industries (UFPI) 0.1 $211k 1.7k 125.55
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $211k 4.0k 52.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $210k 3.6k 57.96
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $209k 4.1k 51.25