Ownership history in RHS Financial, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which RHS Financial, LLC reported a position in EA SERIES TRUST (BOXX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RHS Financial, LLC underperformed the S&P 500 by β12.5% annually on this BOXX position. Timing score: 67% (4/6 decisions correct). Average cost basis: $109.85. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 12.5% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $107.53 (2024 Q2) Β· Worst: $115.10 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. π Consistently bullish β fund kept accumulating this position.
π RHS Financial, LLC has been actively increasing its BOXX allocation β a bullish signal from insiders.
Currently 2.32% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.