- New Purchases: EFAV, USCI, ESGD, ISCF, ESGU, IWP, VB, VTV,
- Added Positions: SHYG, SCHR, LEMB, SCHP, VGLT, EEMV, IGSB, ESGE, VEA, BKLN, STIP, SCHZ, EDV, SCHO,
- Reduced Positions: BHK, USIG, USMV, SCHF, RING, SPLV, SCHB, SCHE, MTUM, FNDF, VTI, MNA, MSFT, AAPL, CMF, DGX, FNDX, VUG, ORCL, ZROZ,
- Sold Out: CORP, HYLB, VT, GBIL, PNNT,
For the details of RHS Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rhs+financial%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of RHS Financial, LLC- Vanguard Long-Term Government Bond ETF (VGLT) - 49,076 shares, 7.96% of the total portfolio. Shares added by 12.30%
- iShares MSCI USA Min Vol Factor (USMV) - 74,566 shares, 7.33% of the total portfolio. Shares reduced by 16.07%
- iShares MSCI EAFE Min Vol Factor (EFAV) - 63,369 shares, 6.79% of the total portfolio. New Position
- SCHWAB STRATEGIC T (SCHR) - 68,374 shares, 6.52% of the total portfolio. Shares added by 62.08%
- iShares MSCI Emerging Markets Min Vol Factor (EEMV) - 61,786 shares, 5.21% of the total portfolio. Shares added by 14.11%
RHS Financial, LLC initiated holding in iShares MSCI EAFE Min Vol Factor. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $69.01. The impact to a portfolio due to this purchase was 6.79%. The holding were 63,369 shares as of .
New Purchase: UNITED STS COMMODI (USCI)RHS Financial, LLC initiated holding in UNITED STS COMMODI. The purchase prices were between $25.06 and $27.18, with an estimated average price of $26.18. The stock is now traded at around $29.80. The impact to a portfolio due to this purchase was 2.41%. The holding were 55,864 shares as of .
New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)RHS Financial, LLC initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $50.54 and $64.22, with an estimated average price of $57.3. The stock is now traded at around $64.82. The impact to a portfolio due to this purchase was 2.16%. The holding were 22,016 shares as of .
New Purchase: iShares MSCI Intl Small-Cap Multifactor (ISCF)RHS Financial, LLC initiated holding in iShares MSCI Intl Small-Cap Multifactor. The purchase prices were between $21.4 and $28.34, with an estimated average price of $25.48. The stock is now traded at around $29.70. The impact to a portfolio due to this purchase was 1.87%. The holding were 42,183 shares as of .
New Purchase: iShares MSCI USA ESG Optimized ETF (ESGU)RHS Financial, LLC initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $55.08 and $72.67, with an estimated average price of $65.67. The stock is now traded at around $76.72. The impact to a portfolio due to this purchase was 0.61%. The holding were 5,342 shares as of .
New Purchase: ISHARES TRUST (IWP)RHS Financial, LLC initiated holding in ISHARES TRUST. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $171.60. The impact to a portfolio due to this purchase was 0.41%. The holding were 1,612 shares as of .
Added: ISHARES TRUST (SHYG)RHS Financial, LLC added to a holding in ISHARES TRUST by 1015.84%. The purchase prices were between $39.39 and $43.83, with an estimated average price of $42.24. The stock is now traded at around $44.09. The impact to a portfolio due to this purchase was 3.76%. The holding were 59,452 shares as of .
Added: SCHWAB STRATEGIC T (SCHR)RHS Financial, LLC added to a holding in SCHWAB STRATEGIC T by 62.08%. The purchase prices were between $58.18 and $58.86, with an estimated average price of $58.66. The stock is now traded at around $58.66. The impact to a portfolio due to this purchase was 2.5%. The holding were 68,374 shares as of .
Added: ISHARES INC (LEMB)RHS Financial, LLC added to a holding in ISHARES INC by 75.22%. The purchase prices were between $36.01 and $41.78, with an estimated average price of $39.12. The stock is now traded at around $41.95. The impact to a portfolio due to this purchase was 2.09%. The holding were 73,728 shares as of .
Added: SCHWAB STRATEGIC T (SCHP)RHS Financial, LLC added to a holding in SCHWAB STRATEGIC T by 58.61%. The purchase prices were between $57.51 and $60.12, with an estimated average price of $59.22. The stock is now traded at around $61.32. The impact to a portfolio due to this purchase was 1.32%. The holding were 36,755 shares as of .
Added: iShares 1-3 Year Credit Bond ETF (IGSB)RHS Financial, LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 40.28%. The purchase prices were between $51.56 and $54.53, with an estimated average price of $53.55. The stock is now traded at around $54.97. The impact to a portfolio due to this purchase was 0.43%. The holding were 16,914 shares as of .
Added: iShares MSCI EM ESG Select ETF (ESGE)RHS Financial, LLC added to a holding in iShares MSCI EM ESG Select ETF by 32.74%. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $35.69. The impact to a portfolio due to this purchase was 0.4%. The holding were 31,005 shares as of .
Sold Out: PIMCO ETF TRUST (CORP)RHS Financial, LLC sold out a holding in PIMCO ETF TRUST. The sale prices were between $102.68 and $113.74, with an estimated average price of $109.91.
Sold Out: DBX ETF TRUST (HYLB)RHS Financial, LLC sold out a holding in DBX ETF TRUST. The sale prices were between $42.03 and $48.36, with an estimated average price of $46.01.
Sold Out: VANGUARD INTL EQUI (VT)RHS Financial, LLC sold out a holding in VANGUARD INTL EQUI. The sale prices were between $60.03 and $78.43, with an estimated average price of $70.29.
Sold Out: GLDMN SACHS ETF TR (GBIL)RHS Financial, LLC sold out a holding in GLDMN SACHS ETF TR. The sale prices were between $100.48 and $100.77, with an estimated average price of $100.56.
Sold Out: Pennant Park Investment Corp (PNNT)RHS Financial, LLC sold out a holding in Pennant Park Investment Corp. The sale prices were between $2.32 and $4.19, with an estimated average price of $3.22.
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