Rhs Financial, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $172 Million distributed in 127 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 $8.04M, Schwab Fundamental Emerging Mk with a value of $7.92M, Schwab Strategic Tr Us Broad M with a value of $7.75M, Vanguard Total Stock Market Et with a value of $6.56M, and Schwab Fundamental Intl Large with a value of $6.04M.

Examining the 13F form we can see an decrease of $14.8M in the current position value, from $187M to 172M.

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

Portfolio value $172 Million
ETFs: $155 Million
Technology: $6.61 Million
Financial Services: $3.09 Million
Communication Services: $1.91 Million
Healthcare: $1.64 Million
Consumer Defensive: $1.45 Million
Consumer Cyclical: $937,000
Energy: $769,000
Other: $866,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $172 Million
  • Prior Value $187 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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