Rinet
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
- Rinet 2020 Q4 filed Feb. 11, 2021
- Rinet 2020 Q3 filed Nov. 13, 2020
- Rinet 2020 Q2 filed Aug. 13, 2020
- Rinet 2020 Q1 filed May 13, 2020
- Rinet 2019 Q4 filed Feb. 3, 2020
- Rinet 2019 Q3 filed Nov. 4, 2019
- Rinet 2019 Q2 filed Aug. 7, 2019
- Rinet 2019 Q1 filed May 10, 2019
- Rinet 2018 Q4 filed Feb. 8, 2019
- Rinet 2018 Q3 filed Nov. 2, 2018
- Rinet 2018 Q2 filed Aug. 3, 2018
- Rinet 2018 Q1 filed May 15, 2018
- Rinet 2017 Q4 filed Feb. 14, 2018
- Rinet 2017 Q3 filed Nov. 8, 2017
- Rinet 2017 Q2 filed Aug. 4, 2017
- Rinet 2017 Q1 filed May 10, 2017