1y return+18.0%S&P 500 +20.9%
3y return+45.7%S&P 500 +68.5%
5y return+33.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $173 against $299 in the S&P 500.2
RHS Financial, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FNDFSchwab Strategic Tr | $11.6M | 4.7% | +16.3% |
| VTIVanguard Index Fds | $11.2M | 4.5% | +10.4% |
| FNDXSchwab Strategic Tr | $9.3M | 3.7% | −9.1% |
| VEAVanguard Tax-managed Fds | $9.0M | 3.6% | +11.7% |
| MTUMIshares Tr | $8.2M | 3.3% | −1.5% |
| IVLUIshares Tr | $8.0M | 3.2% | |
| SCHBSchwab Strategic Tr | $7.8M | 3.2% | |
| INTFIshares Tr | $7.1M | 2.9% | +30.4% |
| EMGFIshares Inc | $6.3M | 2.5% | −17.2% |
| FNDESchwab Strategic Tr | $5.7M | 2.3% | −22.1% |
| IMTMIshares Tr | $5.7M | 2.3% | +35.2% |
| LRGFIshares Tr | $5.5M | 2.2% | +3.8% |
| AAPLApple Inc | $5.5M | 2.2% | +20.5% |
| SCHFSchwab Strategic Tr | $5.3M | 2.1% | −2.2% |
| BOXXEa Series Trust | $5.1M | 2.0% | −7.4% |
| RINGIshares Inc | $4.9M | 2.0% | +5.1% |
| USMVIshares Tr | $4.8M | 1.9% | +8.8% |
| SCHPSchwab Strategic Tr | $4.5M | 1.8% | +58.7% |
| UCIBUbs Ag London Branch | $4.1M | 1.7% | +9.9% |
| QEFASpdr Index Shs Fds | $3.8M | 1.5% | New |
| IDEVIshares Tr | $3.5M | 1.4% | +55.0% |
| BCDAbrdn Etfs | $3.1M | 1.3% | +131.0% |
| NTSXWisdomtree Tr | $3.1M | 1.3% | +4.3% |
| EFAVIshares Tr | $2.7M | 1.1% | −7.1% |
| JPEMJ P Morgan Exchange Traded F | $2.6M | 1.0% | −19.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.5M |
| UCIBUbs Ag London Branch | June 30, 2020 | +166.1% | $4.1M |
| MTUMIshares Tr | June 30, 2020 | +161.7% | $8.2M |
| FNDXSchwab Strategic Tr | June 30, 2020 | +153.3% | $9.3M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $7.8M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $11.2M |
| ESGUIshares Tr | June 30, 2020 | +133.8% | $2.1M |
| FNDFSchwab Strategic Tr | June 30, 2020 | +122.2% | $11.6M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $2.0M |
| RINGIshares Inc | June 30, 2020 | +113.9% | $4.9M |
Sold off last quarter
- EDVVanguard World Fd was $904K
- Millicom Intl Cellular S ACUSIP L6388F110 was $469K
- USIGIshares Tr was $430K
- PPCPilgrims Pride Corp was $366K
- UHSUniversal Hlth Svcs Inc was $260K
- PFFDGlobal X Fds was $254K
- GBILGoldman Sachs Etf Tr was $253K
- NULVNushares Etf Tr was $239K
- FNDASchwab Strategic Tr was $216K
- PHYSSprott Asset Management LP was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | +0.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −7.8% | −5.3% |
| June 30, 2022 | −12.5% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +2.9% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RHS Financial, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1766514&type=13F-HR&dateb=&owner=include&count=40CIK 1766514
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1766514/000176651426000004/Filed August 7, 2026 · accession 0001766514-26-000004