Universe · entity
RHS Financial, LLC
Institutional manager (13F) · CIK 1766514
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $171M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $9M | 188,974 |
| 2 | SCHWAB STRATEGIC TR | $9M | 327,868 |
| 3 | VANGUARD INDEX FDS | $9M | 27,321 |
| 4 | ISHARES TR | $8M | 193,822 |
| 5 | VANGUARD TAX-MANAGED FDS | $7M | 112,869 |
| 6 | SCHWAB STRATEGIC TR | $7M | 185,287 |
| 7 | VANGUARD SCOTTSDALE FDS | $7M | 122,859 |
| 8 | SCHWAB STRATEGIC TR | $7M | 270,757 |
| 9 | ISHARES INC | $6M | 103,823 |
| 10 | ISHARES TR | $6M | 24,265 |
| 11 | ISHARES INC | $6M | 72,017 |
| 12 | EA SERIES TRUST | $5M | 46,798 |
| 13 | ISHARES TR | $5M | 133,000 |
| 14 | SCHWAB STRATEGIC TR | $5M | 194,733 |
| 15 | ISHARES TR | $5M | 70,651 |
| 16 | ISHARES TR | $4M | 45,883 |
| 17 | APPLE INC | $4M | 15,656 |
| 18 | UBS AG LONDON BRANCH | $4M | 115,372 |
| 19 | ISHARES TR | $4M | 78,612 |
| 20 | J P MORGAN EXCHANGE TRADED F | $3M | 51,321 |
| 21 | ISHARES TR | $3M | 33,665 |
| 22 | VANGUARD SCOTTSDALE FDS | $3M | 49,020 |
| 23 | SCHWAB STRATEGIC TR | $3M | 107,517 |
| 24 | WISDOMTREE TR | $3M | 50,349 |
| 25 | ISHARES TR | $3M | 49,900 |
| 26 | VANECK ETF TRUST | $2M | 88,056 |
| 27 | ISHARES TR | $2M | 40,692 |
| 28 | ISHARES TR | $2M | 25,077 |
| 29 | ISHARES TR | $2M | 13,415 |
| 30 | NVIDIA CORPORATION | $2M | 10,254 |
| 31 | ISHARES INC | $2M | 41,698 |
| 32 | VANGUARD WHITEHALL FDS | $2M | 11,156 |
| 33 | SCHWAB STRATEGIC TR | $2M | 64,282 |
| 34 | WESTERN ASSET INFLT LNK INC | $2M | 201,065 |
| 35 | TIDAL TRUST II | $2M | 55,923 |
| 36 | SPDR SERIES TRUST | $1M | 26,023 |
| 37 | ABRDN ETFS | $1M | 39,892 |
| 38 | ISHARES TR | $1M | 9,886 |
| 39 | J P MORGAN EXCHANGE TRADED F | $1M | 10,512 |
| 40 | ISHARES TR | $1M | 14,200 |
| 41 | BLUEROCK PVT REAL ESTATE FD | $1M | 77,142 |
| 42 | ISHARES INC | $1M | 19,728 |
| 43 | ISHARES TR | $1M | 13,277 |
| 44 | SCHWAB STRATEGIC TR | $1M | 41,008 |
| 45 | ISHARES TR | $1M | 8,639 |
| 46 | MICROSOFT CORP | $1M | 3,187 |
| 47 | ALPHABET INC | $1M | 3,987 |
| 48 | EA SERIES TRUST | $1M | 10,657 |
| 49 | ISHARES TR | $1M | 17,733 |
| 50 | AMAZON COM INC | $1M | 4,823 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.