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CIK: 0001730774
Total reported value
$424.8M
$424.8M
90 檔
29.5%
As reported in its official Q4 2024 Form 13F filing, Rinkey Investments's tracked investment portfolio stood at $424.8M with 90 total positions.
In Q4 2024, Rinkey Investments displayed an active expansion posture, initiating 13 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPTM, SPDW) accounted for 29.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 14.10% | +1.14% | -0.64% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.98% | +0.38% | -0.41% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.18% | -0.02% | -1.33% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.56% | -0.13% | -2.11% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.23% | +0.56% | +9.10% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.03% | -0.10% | -0.71% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.86% | +0.46% | +102.21% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.52% | -1.44% | +1.62% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.41% | -0.51% | +2.90% | |
| 10 | CMF | Ishares California Muni Bond | ETF-Other | 3.31% | -0.15% | -8.52% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.20% | +0.29% | -1.79% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.13% | -1.14% | +7.29% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.86% | +0.25% | +8.68% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.52% | -0.07% | -1.83% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.38% | +0.37% | +1.81% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.37% | +0.13% | -19.85% | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.82% | -0.12% | +15.41% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.73% | +0.02% | -37.06% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.03% | +1.43% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.07% | +0.41% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.13% | -0.02% | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.06% | -0.02% | -9.37% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | — | +47.58% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.04% | +26.80% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.10% | +1.41% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.72% | -0.01% | +62.95% | |
| 27 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.72% | -0.05% | +2.13% | |
| 28 | PGR | Progressive CORP | Stock-Financials | 0.65% | +0.01% | +34.87% | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | -0.31% | +45.01% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.01% | +5.04% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.59% | +0.07% | +80.32% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -0.04% | -10.31% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.12% | -11.39% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.02% | +5.78% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.40% | -0.03% | -0.36% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.39% | -0.08% | +70.10% | |
| 37 | BN | Brookfield CORP | Stock-Financials | 0.39% | -0.03% | +70.56% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.37% | — | -37.98% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | +0.13% | +50.69% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.31% | -0.06% | +41.47% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.31% | -0.03% | +1.12% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.03% | +11.50% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.02% | +2.07% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.17% | +35.56% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.02% | +0.96% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.10% | +115.86% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | +4.59% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.03% | +42.23% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.23% | +0.08% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.26% | +35.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.7% | +102.21% | Add |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +62.95% | Add |
| 3 | VCIT | Vanguard Int-term Corporate | +0.2% | +80.32% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | +8.68% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +47.58% | Add |
| 6 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 7 | TMUS | T-mobile US Inc | +0.2% | +45.01% | Add |
| 8 | VTV | Vanguard Value ETF | +0.2% | +9.10% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.2% | +1.81% | Add |
| 10 | BN | Brookfield CORP | +0.2% | +70.56% | Add |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +41.47% | Add |
| 12 | FBND | Fidelity Total Bond ETF | +0.2% | NEW | New buy |
| 13 | ACN | Accenture plc | +0.2% | +70.10% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +26.80% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +115.86% | Add |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +7.29% | Add |
| 17 | PGR | Progressive CORP | +0.1% | +34.87% | Add |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | NEW | New buy |
| 19 | AAPL | Apple Inc | +0.1% | +1.43% | Add |
| 20 | BND | Vanguard Total Bond Market | +0.1% | +50.69% | Add |
| 21 | ET | Energy Transfer LP | +0.1% | NEW | New buy |
| 22 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | New buy |
| 23 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 24 | NVDA | Nvidia CORP | +0.1% | +42.23% | Add |
| 25 | GPK | Graphic Packaging Holding Co | +0.1% | NEW | New buy |
| 26 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | +0.1% | +5.78% | Add |
| 28 | AVY | Avery Dennison CORP | +0.1% | NEW | New buy |
| 29 | REGN | Regeneron Pharmaceuticals | +0.1% | NEW | New buy |
| 30 | CTVA | Corteva Inc | +0.1% | NEW | New buy |
| 31 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 32 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -0.41% | Trim |
| 34 | VGLT | Vanguard Long-term Treasury | 0% | +15.41% | Add |
| 35 | HPP | Hudson Pacific Properties, Inc. | -0.1% | EXIT | Sold out |
| 36 | VTIP | Vanguard Short-term Tips | -0.1% | -10.31% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Unchanged |
| 38 | IWD | Ishares Russell 1000 Value E | -0.2% | -9.37% | Trim |
| 39 | MUB | Ishares National Muni Bond E | -0.2% | -0.71% | Trim |
| 40 | TRV | Travelers Cos Inc/the | -0.2% | EXIT | Sold out |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | -1.83% | Trim |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -37.98% | Trim |
| 43 | TGT | Target CORP | -0.3% | EXIT | Sold out |
| 44 | TFLO | Ishares Treasury Floating Ra | -0.3% | -0.64% | Trim |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | -0.4% | -2.11% | Trim |
| 46 | CMF | Ishares California Muni Bond | -0.4% | -8.52% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | EXIT | Sold out |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.9% | -19.85% | Trim |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | -1% | -1.33% | Trim |
| 50 | SPEM | State Street Sp Ptf Em ETF | -1.3% | -37.06% | Trim |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 90 disclosed positions in Q4 2024.
During Q4 2024, Rinkey Investments's top holdings by market value included TFLO (14.1%)、SPTM (9.0%)、SPDW (8.2%). The largest single position, TFLO, represented 14.1% of total portfolio value.
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Top New Position Initiated
PANW
市值: $733.3K
Top Position Liquidated / Trimmed
QQQ
前期市值: $1.8M
In Q4 2024, Rinkey Investments made 49 total portfolio adjustments, initiating 13 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 4 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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