Rhs Financial, LLC Portfolio Holdings

Rhs Financial, LLC

  • $193 Million
  • Q3 2024

Rhs Financial, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $10.3M, Schwab Strategic Tr Us Broad M with a value of $8.91M, Schwab Fundamental Emerging Mk with a value of $7.98M, Schwab Fundamental Intl Large with a value of $7.92M, and Vanguard Total Stock Market Et with a value of $6.19M.

Examining the 13F form we can see an increase of $33.7M in the current position value, from $160M to 193M.

Below you can find more details about Rhs Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Million
ETFs: $175 Million
Technology: $6.91 Million
Financial Services: $2.49 Million
Communication Services: $1.85 Million
Consumer Cyclical: $1.64 Million
Healthcare: $1.39 Million
Consumer Defensive: $1.24 Million
Energy: $1.05 Million
Other: $1.97 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.43 Million 0.74% of portfolio
166,672
Q3 2024 Reduced 0.46%
$0
$362,000 0.19% of portfolio
30,522
Q3 2024 Added 4.72%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $193 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 61 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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