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CIK: 0001730774
Total reported value
$424.8M
$424.8M
81 檔
30.3%
At the close of Q3 2024, Rinkey Investments disclosed equity holdings valued at approximately $424.8M, spread across 81 reported holdings.
In Q3 2024, Rinkey Investments displayed an active expansion posture, initiating 17 new positions and adding to 13 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPDW, SPTM) accounted for 30.3% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 14.39% | +1.14% | -1.87% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.22% | -0.02% | -24.12% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.94% | +0.38% | -38.38% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.93% | -0.13% | -7.67% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.18% | -0.10% | -2.51% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.04% | +0.56% | — | |
| 7 | CMF | Ishares California Muni Bond | ETF-Other | 3.71% | -0.15% | +76.05% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.62% | -1.44% | +9.01% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.43% | -0.51% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.25% | +0.13% | +444.38% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.22% | +0.29% | -6.47% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.00% | -1.14% | +7.91% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.98% | +0.02% | -3.22% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.73% | -0.07% | +0.31% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.63% | +0.25% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 2.21% | +0.37% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.13% | +0.46% | +32.66% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.78% | -0.12% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.03% | +0.56% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.07% | -0.65% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | -0.02% | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.21% | -0.02% | -3.35% | |
| 23 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.74% | -0.05% | -61.16% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.10% | -0.40% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.67% | -0.04% | -39.82% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | -8.31% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.61% | — | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.19% | -0.11% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.01% | +6.15% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | — | -0.73% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.52% | +0.01% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.12% | +13.16% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.46% | -0.01% | +5.69% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.43% | -0.03% | -2.08% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.40% | -0.31% | +0.32% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.35% | +0.07% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | -2.17% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.31% | -0.03% | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.28% | -0.02% | -4.98% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.02% | +0.16% | |
| 41 | TGT | Target CORP | Stock-Consumer Disc | 0.26% | — | -1.06% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | +0.13% | +179.25% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.24% | -0.08% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | -9.08% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | -0.03% | +0.51% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.17% | — | |
| 47 | BN | Brookfield CORP | Stock-Financials | 0.22% | -0.03% | — | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.20% | +0.01% | — | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.04% | -86.93% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.18% | -0.01% | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +4% | NEW | New buy |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +3.4% | NEW | New buy |
| 3 | VWO | Vanguard Ftse Emerging Marke | +2.6% | +444.38% | Add |
| 4 | VB | Vanguard Small-cap ETF | +2.6% | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | +2.2% | NEW | New buy |
| 6 | VGLT | Vanguard Long-term Treasury | +1.8% | NEW | New buy |
| 7 | CMF | Ishares California Muni Bond | +1.4% | +76.05% | Add |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | +0.6% | NEW | New buy |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.5% | +32.66% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.4% | NEW | New buy |
| 11 | BND | Vanguard Total Bond Market | +0.2% | +179.25% | Add |
| 12 | LENZ | Lenz Therapeutics Inc | +0.1% | NEW | New buy |
| 13 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | New buy |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +120.39% | Add |
| 16 | TYA | Simplify Intermediate Term | +0.1% | NEW | New buy |
| 17 | POOL | Pool CORP | +0.1% | NEW | New buy |
| 18 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 19 | HPP | Hudson Pacific Properties, Inc. | +0.1% | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 21 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 22 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | New buy |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +9.01% | Add |
| 24 | PGR | Progressive CORP | +0.1% | — | Unchanged |
| 25 | IBM | Intl Business Machines CORP | 0% | +0.16% | Add |
| 26 | VGT | Vanguard Info Tech ETF | 0% | +13.16% | Add |
| 27 | TMUS | T-mobile US Inc | 0% | +0.32% | Add |
| 28 | AAPL | Apple Inc | 0% | +0.56% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.15% | Add |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +7.91% | Add |
| 31 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Unchanged |
| 32 | EQR | Equity Residential | -0.1% | EXIT | Sold out |
| 33 | IWD | Ishares Russell 1000 Value E | -0.1% | -3.35% | Trim |
| 34 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.65% | Trim |
| 36 | RSP | Invesco S&p 500 Equal Weight | -0.1% | EXIT | Sold out |
| 37 | CLPT | Clearpoint Neuro Inc | -0.1% | EXIT | Sold out |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | +0.31% | Add |
| 39 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -3.22% | Trim |
| 40 | AON | Aon plc | -0.3% | EXIT | Sold out |
| 41 | CRM | Salesforce Inc | -0.3% | EXIT | Sold out |
| 42 | VTIP | Vanguard Short-term Tips | -0.6% | -39.82% | Trim |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | -0.8% | -7.67% | Trim |
| 44 | SUB | Ishares Short-term National | -1.2% | EXIT | Sold out |
| 45 | GLD | Spdr Gold Shares | -1.2% | -86.93% | Trim |
| 46 | SPIP | Ss Spdr P Tips ETF | -1.3% | -61.16% | Trim |
| 47 | MTUM | Ishares Msci USA Momentum Fa | -1.4% | EXIT | Sold out |
| 48 | TFLO | Ishares Treasury Floating Ra | -1.9% | -1.87% | Trim |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | -3.4% | -24.12% | Trim |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -6.3% | -38.38% | Trim |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 81 disclosed positions in Q3 2024.
During Q3 2024, Rinkey Investments's top holdings by market value included TFLO (14.4%)、SPDW (9.2%)、SPTM (8.9%). The largest single position, TFLO, represented 14.4% of total portfolio value.
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Top New Position Initiated
VTV
市值: $12.5M
Top Position Liquidated / Trimmed
MTUM
前期市值: $3.8M
In Q3 2024, Rinkey Investments made 48 total portfolio adjustments, initiating 17 new buys, adding to 13 positions, trimming 10 holdings, and fully liquidating 8 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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