RHS Financial, LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$211.1M
Holdings
146
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 162.8k shares)
4.4%
02
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 313.8k shares)
4.3%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 25.3k shares)
4.2%
04
$IVLU
ISHARES TR
Q1 2026: Exited (was 188.1k shares)
3.6%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 115.2k shares)
3.4%
06
$FNDE
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 243.0k shares)
3.4%
07
$VGLT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 85.7k shares)
3.2%
08
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 291.5k shares)
3.2%
09
$EMGF
ISHARES INC
Q1 2026: Exited (was 105.9k shares)
3.0%
10
$MTUM
ISHARES TR
Q1 2026: Exited (was 26.5k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.