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Home > Institutional Investor > Rhs Financial, Llc > Profile

Instuitional Investor - Rhs Financial, Llc

Fund Profile
Filing Period:
Fund Name: Rhs Financial, Llc
Portfolio Value $176,022,768
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 327,963 $8,048,211 4.57%
2.
Schwab Strategic Trust
 FNDF 321,737 $7,666,991 4.36%
3.
Schwab Strategic Trust
 FNDF 229,703 $7,582,499 4.31%
4.
Vanguard Index Fds
 24,866 $7,557,524 4.29%
5.
Vanguard Tax-Managed Fds
 111,889 $6,378,813 3.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)