Sign In
test

Risley Sams

Rhs Financial, Llc

Assets Managed
$211.06M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
3.04%(2Q avg: 4.66%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Rhs Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Rhs Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 211.06M in assets, with a quarterly growth rate of 3.04% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Risley Sams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 16.08%
4.39%
$9.246M
188,974 shares@ $48.93 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 4.5%
4.33%
$9.131M
327,868 shares@ $27.85 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.12%
4.16%
$8.765M
27,321 shares@ $320.82 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 3.04%
3.65%
$7.691M
193,822 shares@ $39.69 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.99%
3.43%
$7.233M
112,869 shares@ $64.09 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Decreased -23.74%
3.36%
$7.089M
185,287 shares@ $38.27 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 43.37%
3.23%
$6.801M
122,859 shares@ $55.36 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -7.1%
3.22%
$6.796M
270,757 shares@ $25.11 avg price
EMGF
Ishares Emerging Markets Equ
Recent Activity
Decreased -1.97%
2.98%
$6.274M
103,823 shares@ $60.44 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -8.56%
2.76%
$5.823M
24,265 shares@ $239.99 avg price

1-10 of 146