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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 $178,293,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 343,965 $8,121,019 4.55%
2.
Schwab Strategic Trust
 FNDF 257,309 $7,925,132 4.45%
3.
Schwab Strategic Trust
 FNDF 361,481 $7,782,684 4.37%
4.
Vanguard Index Fds
 24,001 $6,596,487 3.7%
5.
Schwab Strategic Trust
 FNDF 165,588 $5,984,354 3.36%
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)