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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 $158,024,389
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 163,431 $10,122,891 6.4%
2.
Schwab Strategic Trust
 FNDF 298,614 $10,072,258 6.37%
3.
Schwab Strategic Trust
 FNDF 138,416 $7,705,621 4.87%
4.
Ishares Tr
 142,404 $7,301,757 4.62%
5.
Schwab Strategic Trust
 FNDF 248,772 $6,751,665 4.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)