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Rinkey Investments

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

Top 5 stock holdings are TFLO, SPTM, SPDW, SPAB, MUB, and represent 54.53% of Rinkey Investments's stock portfolio.
Added to shares of these 10 stocks: GLD, TFLO, SUB, IEI, CRM, SPTM, MUB, XOM, SPDW, SPY.
Started 10 new stock positions in SPSB, SCHX, EQR, XOM, BCAB, QCOM, CRM, DO, LDTCW, CLPT.
Reduced shares in these 10 stocks: IWM, IBTE, SHV, AGG, COST, SPTS, Pioneer Natural Resources, IEFA, IOT, BIL.
Sold out of its positions in IWM, SHV, IBTE, Pioneer Natural Resources, POOL, BIL, IOT, Vicarious Surgical, WOR.
Rinkey Investments was a net buyer of stock by $2.2M.
Rinkey Investments has $278M in assets under management (AUM), dropping by 1.43%.
Central Index Key (CIK): 0001730774

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Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 72 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	16.3	$45M	+4%	895k	50.66	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	15.3	$43M		640k	66.35	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	12.6	$35M		1.0M	35.08	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	5.7	$16M		631k	25.09	View chart
Ishares Tr National Mun Etf (MUB)	4.7	$13M	+6%	122k	106.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$10M	-2%	38k	267.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.6	$9.9M	+11%	86k	115.47	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.1	$8.7M	-3%	231k	37.67	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.0	$8.4M	-10%	292k	28.87	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.9	$8.0M	-2%	90k	88.48	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.3	$6.4M		112k	56.88	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	2.0	$5.7M		224k	25.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$4.6M		94k	49.42	View chart
Apple (AAPL)	1.5	$4.3M	+3%	20k	210.63	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$4.0M	+1276%	19k	215.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$3.9M		7.1k	547.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.4	$3.8M	-3%	20k	194.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$3.7M	-13%	50k	72.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$3.6M	-2%	20k	174.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$3.4M	+9%	70k	48.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.2	$3.3M	+65%	31k	104.55	View chart
Costco Wholesale Corporation (COST)	0.8	$2.1M	-32%	2.5k	849.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M		4.5k	406.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.8M		3.8k	479.11	View chart
Microsoft Corporation (MSFT)	0.6	$1.8M		4.0k	446.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.7M		39k	43.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.6M	+48%	2.9k	544.22	View chart
Progressive Corporation (PGR)	0.5	$1.3M		6.3k	207.71	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$1.3M	+3%	40k	32.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.3M	+5%	2.2k	576.70	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$1.3M	+40%	20k	62.91	View chart
Amazon (AMZN)	0.4	$1.1M	-5%	5.7k	193.25	View chart
Metropcs Communications (TMUS)	0.4	$1.1M		6.0k	176.18	View chart
Stryker Corporation (SYK)	0.3	$913k		2.7k	340.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$869k	-54%	9.0k	97.07	View chart
salesforce (CRM)	0.3	$830k	NEW	3.2k	257.18	View chart
Target Corporation (TGT)	0.3	$783k	-3%	5.3k	148.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$757k	+61%	4.2k	182.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$755k	+53%	1.5k	500.13	View chart
Aon Shs Cl A (AON)	0.2	$690k		2.4k	293.58	View chart
International Business Machines (IBM)	0.2	$667k		3.9k	172.95	View chart
Exxon Mobil Corporation (XOM)	0.2	$663k	NEW	5.8k	115.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$624k		2.1k	303.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$546k	-4%	11k	52.01	View chart
Travelers Companies (TRV)	0.2	$544k		2.7k	203.34	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$521k		13k	41.54	View chart
NVIDIA Corporation (NVDA)	0.2	$520k	+1016%	4.2k	123.54	View chart
Nuveen Insd Dividend Advantage (NVG)	0.2	$516k		41k	12.46	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.2	$510k	+46%	45k	11.46	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.2	$505k		41k	12.35	View chart
Johnson & Johnson (JNJ)	0.2	$472k		3.2k	146.19	View chart
Oneok (OKE)	0.2	$460k		5.6k	81.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$449k	-18%	1.8k	250.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$437k	-18%	2.4k	182.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$419k	+94%	19k	22.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$345k	+3%	1.4k	246.63	View chart
Oracle Corporation (ORCL)	0.1	$319k		2.3k	141.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$316k		1.7k	182.55	View chart
Clearpoint Neuro (CLPT)	0.1	$307k	NEW	57k	5.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$268k		3.7k	72.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$254k		1.5k	164.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$240k	NEW	3.7k	64.26	View chart
Realty Income (O)	0.1	$229k		4.3k	52.82	View chart
Qualcomm (QCOM)	0.1	$228k	NEW	1.1k	199.18	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$205k	NEW	3.0k	69.34	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$202k	+4%	5.9k	34.14	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$200k	NEW	6.7k	29.70	View chart
Diamond Offshore Drilli (DO)	0.1	$164k	NEW	11k	15.49	View chart
Bioatla (BCAB)	0.0	$35k	NEW	25k	1.37	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$33k	-4%	39k	0.84	View chart
Comstock Com New (LODE)	0.0	$1.8k		11k	0.16	View chart
Leddartech Hldgs *w Exp 12/21/202 (LDTCW)	0.0	$688.635000	NEW	26k	0.03	View chart

Past Filings by Rinkey Investments

SEC 13F filings are viewable for Rinkey Investments going back to 2021

Rinkey Investments 2024 Q2 filed July 31, 2024
Rinkey Investments 2024 Q1 filed May 2, 2024
Rinkey Investments 2023 Q4 filed Feb. 12, 2024
Rinkey Investments 2023 Q3 filed Nov. 9, 2023
Rinkey Investments 2023 Q2 filed Aug. 10, 2023
Rinkey Investments 2023 Q1 filed May 12, 2023
Rinkey Investments 2022 Q4 filed Feb. 13, 2023
Rinkey Investments 2022 Q3 filed Nov. 14, 2022
Rinkey Investments 2022 Q2 filed Aug. 9, 2022
Rinkey Investments 2022 Q1 filed May 9, 2022
Rinkey Investments 2021 Q4 filed Feb. 17, 2022

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