Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RHS FINANCIAL LLC | 01-18-2024 | 12-31-2023 | 102 | 158,024,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 1 | $10,122,891 | 163,431 | 0.01 | 0.01 | 1,528 | 0.94 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 2 | $10,072,258 | 298,614 | 0.01 | 0.01 | 10,928 | 3.80 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $7,705,621 | 138,416 | 0.00 | 0.00 | 19,448 | 16.35 | 12-31-2023 |
| ISHARES TR | ISHS 1-5YR INVS | 4 | $7,301,757 | 142,404 | 0.00 | 0.00 | 39,153 | 37.92 | 12-31-2023 |
