Latest statistics and disclosures from Rinet's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWB, SCZ, EFV, AGG, EFA, and represent 82.54% of Rinet's stock portfolio.
  • Added to shares of these 10 stocks: AGG (+$7.4M), SCZ, VIG, VWO, IEFA, IWR, IWP, IVV, EFA, VTI.
  • Started 2 new stock positions in VIG, IEFA.
  • Reduced shares in these 10 stocks: IWB, EFV, IWO, IWM, IWF, IWN, VEA, IWD, IWS, ACWI.
  • Rinet was a net buyer of stock by $3.8M.
  • Rinet has $353M in assets under management (AUM), dropping by 15.51%.

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Portfolio Holdings for Rinet

Companies in the Rinet portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 51.3 $181M -2% 854k 211.84
Ishares Tr Eafe Sml Cp Etf (SCZ) 10.2 $36M 525k 68.35
Ishares Tr Msci Eafe Efv (EFV) 9.0 $32M -2% 671k 47.20
Ishares Tr Barclays Aggregate Bond (AGG) 6.7 $24M +45% 200k 118.19
Ishares Tr Msci Eafe Etf (EFA) 5.3 $19M 258k 72.96
Ishares Tr Rus 2000 Grw Etf (IWO) 3.4 $12M -5% 42k 286.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $8.8M +6% 175k 50.11
Ishares Tr Russell 2000 Etf (IWM) 2.0 $6.9M -3% 35k 196.06
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.4 $4.9M 138k 35.41
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $4.4M -4% 18k 241.17
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $3.9M 40k 96.95
Ishares Tr Core S&p 500 Etf (IVV) 1.1 $3.8M +2% 10k 375.35
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $2.9M -5% 22k 131.77
Ishares Tr Russell 3000 Etf (IWV) 0.6 $2.3M 10k 223.58

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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.1M 11k 194.65
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $1.9M 19k 100.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.2M -2% 9.1k 136.74
Vanguard Index Fds S&p 500 S&p 500 Eft (VOO) 0.3 $1.1M +2% 3.2k 343.74
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $697k -2% 7.7k 90.73
Vanguard Tax Managed Intl Ftse Dev Mkt Eft (VEA) 0.2 $629k -10% 13k 47.23
Ishares Tr Rus Mid-cap Etf (IWR) 0.2 $619k +33% 9.0k 68.50
Vanguard Special Pp Div App Div App Etf (VIG) 0.2 $575k NEW 4.1k 141.21
Spdr Gold Trust Gold Shs (GLD) 0.2 $567k 3.2k 178.30
Vanguard Index Fds Reit Etf (VNQ) 0.1 $406k -2% 4.8k 84.90
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $391k 4.4k 88.66
Ishares Tr Core Msci Eafe (IEFA) 0.1 $366k NEW 5.3k 69.08
Ishares Tr Spdr S&p 500 Etf Trust (SPY) 0.1 $314k 839.00 374.26
Ishares Tr Russell Midcap Grw (IWP) 0.1 $293k +100% 2.9k 102.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $274k 3.0k 91.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $210k 3.7k 56.15

Past Filings by Rinet

SEC 13F filings are viewable for Rinet going back to 2015

View all past filings