
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%
HTTPS://INVESTWITHPURPOSE.COM • SAN FRANCISCO, CA • Investment Advisor How do I update this listing?
RHS Financial is based out of San Francisco. RHS Financial is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $95,140,839 (Form ADV from 2019-02-04). Their last reported 13F filing for Q4 2018 included $69,256,000 in managed 13F securities and a top 10 holdings concentration of 45.29%. RHS Financial's largest holding is iShares Edge MSCI Min Vol EAFE ETF with shares held of 60,455. Whalewisdom has at least 1 13F filings