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CIK: 0001730774
Total reported value
$424.8M
$424.8M
72 檔
35.7%
As reported in its official Q2 2024 Form 13F filing, Rinkey Investments's tracked investment portfolio stood at $424.8M with 72 total positions.
During Q2 2024, Rinkey Investments's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPTM, SPDW) accounted for 35.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 16.30% | +1.14% | +4.44% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 15.26% | +0.38% | +1.94% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.61% | -0.02% | +1.90% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 5.69% | -0.13% | +0.52% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.67% | -0.10% | +6.12% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.61% | +0.29% | -2.32% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.56% | -1.44% | +11.32% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.12% | +0.02% | -3.23% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.03% | -1.14% | -10.68% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.86% | -0.07% | -2.07% | |
| 11 | CMF | Ishares California Muni Bond | ETF-Other | 2.29% | -0.15% | +0.74% | |
| 12 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 2.05% | -0.05% | -0.21% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.67% | +0.46% | +1.63% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.03% | +3.14% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.43% | -0.04% | +1276.82% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.07% | — | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.38% | +0.04% | -3.87% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.32% | -0.02% | -13.31% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.28% | -0.02% | -2.72% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.22% | -0.04% | +9.53% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.17% | -0.02% | +65.92% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.10% | -32.45% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.04% | +0.11% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.19% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | +0.13% | +0.68% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.01% | +48.55% | |
| 28 | PGR | Progressive CORP | Stock-Financials | 0.47% | +0.01% | — | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.47% | -0.01% | +3.10% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.12% | +5.05% | |
| 31 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.46% | -0.03% | +40.58% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.02% | -5.35% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.38% | -0.31% | — | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.03% | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.02% | -54.00% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.30% | — | — | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 0.28% | — | -3.22% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.03% | +61.13% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | +53.51% | |
| 40 | AON | Aon plc | Stock-Financials | 0.25% | — | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +0.02% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.17% | — | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.22% | -0.08% | — | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.20% | -0.01% | -4.72% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.20% | +0.01% | — | |
| 46 | BN | Brookfield CORP | Stock-Financials | 0.19% | -0.03% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.03% | +1016.18% | |
| 48 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.19% | +0.02% | — | |
| 49 | BLK | BlackRock, Inc. | Stock-Financials | 0.18% | — | +46.86% | |
| 50 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.18% | +0.02% | — |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 72 disclosed positions in Q2 2024.
During Q2 2024, Rinkey Investments's top holdings by market value included TFLO (16.3%)、SPTM (15.3%)、SPDW (12.6%). The largest single position, TFLO, represented 16.3% of total portfolio value.
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In Q2 2024, Rinkey Investments made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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