RHS Financial, LLC
RHS Financial, LLC is a registered investment adviser based in San Francisco, California. Founded in 2011, the firm serves primarily individual and high net worth individual clients, as well as select charitable organizations and corporations. With 3 employees, RHS Financial offers investment management and comprehensive financial planning services, focusing on delivering evidence-based strategies tailored to client needs, supported by custodians such as Charles Schwab and Interactive Brokers.
Investment Strategy
RHS Financial employs an evidence-based, client-centric investment approach incorporating diversified, long-term portfolio strategies. The firm manages assets primarily for individuals and high net worth clients, aiming to optimize returns according to each client’s risk tolerance and investment horizon. Investment recommendations are based on research from reliable independent sources, and portfolios are constructed to mitigate risk while striving for consistent growth over time. RHS Financial does not guarantee performance and stresses that results may vary for each client due to unique circumstances and market conditions.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDX | SCHWAB STRATEGIC TR | 4.23% | $8.2M | 310,301 | $17.61 | $26.30 | +$112.7K |
S SCHB | SCHWAB STRATEGIC TR | 4.19% | $8.1M | 314,458 | $14.88 | $25.71 | +$417.7K |
F FNDE | SCHWAB STRATEGIC TR | 4.15% | $8.0M | 221,171 | $27.37 | $36.16 | +$415.1K |
V VTI | VANGUARD INDEX FDS | 4.13% | $8.0M | 24,236 | $211.97 | $328.17 | +$395.9K |
V VEA | VANGUARD TAX-MANAGED FDS | 3.55% | $6.8M | 114,077 | $45.30 | $59.92 | +$456.7K |