12/31/2018
Top Buys
- Name% Change
- EFAV iShares Edge MSCI M... 5.819%
- FNDF Schwab Fundamental ... 5.52%
- PUTW Wisdomtree Cboe S&P... 5.373%
- BHK BlackRock Core Bond... 4.945%
- SCHF Schwab Internationa... 4.569%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- EFAV iShares Edge MSCI Min Vol E... 5.819%
- FNDF Schwab Fundamental Internat... 5.5201%
- PUTW Wisdomtree Cboe S&P 500 Put... 5.3728%
- BHK BlackRock Core Bond Trust 4.9454%
- SCHF Schwab International Equity... 4.5686%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for RHS FINANCIAL, LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
RHS FINANCIAL, LLC201 MISSION ST., SUITE 1875
SAN FRANCISCO CA 94105
Country: United States
Business Phone: 415-495-2900
Fax: 415-495-2901
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | CA |
| Number of employees: | 4 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 6,570,320 |
| Total Number of Clients: | 119 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTPS://INVESTWITHPURPOSE.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/RHS-FINANCIAL
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC3YHOVS8DVHPN-UQBXZQSKG
- HTTPS://RHSFINANCIAL.COM
- HTTPS://WWW.FACEBOOK.COM/RHSFINANCIAL/
- HTTPS://TWITTER.COM/RHSFINANCIAL
Data above was derived from SEC filings.
