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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 $247,881,375
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 219,742 $11,593,591 4.68%
2.
Vanguard Index Fds
 30,162 $11,160,994 4.5%
3.
Schwab Strategic Trust
 SCHD 297,927 $9,265,525 3.74%
4.
Vanguard Tax-Managed Fds
 126,127 $8,986,571 3.63%
5.
Ishares Trust
 HYG 23,913 $8,198,045 3.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.