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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 53.64% of Rinkey Investments's stock portfolio.
Added to shares of these 10 stocks: IWD, IWM, IEFA, SPEM, IVV, IEI, AON, ACN, SPTS, SPDW.
Started 13 new stock positions in NVDA, Ishares Bitcoin Tr, GOVT, BYM, O, IWD, BN, BIL, NVG, ACN. IWM, AON, NZF.
Reduced shares in these 10 stocks: GLD, EFA, QQQ, VGT, , TFLO, SPTM, MTUM, VTI, TGT.
Sold out of its positions in BCAB, EFA, VHT.
Rinkey Investments was a net buyer of stock by $11M.
Rinkey Investments has $274M in assets under management (AUM), dropping by 8.05%.
Central Index Key (CIK): 0001730774

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Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 71 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	15.8	$44M		857k	50.69	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	14.7	$40M		628k	64.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	12.8	$35M		982k	35.84	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	5.8	$16M		628k	25.28	View chart
Ishares Tr National Mun Etf (MUB)	4.5	$12M	+3%	115k	107.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$10M	-2%	39k	259.90	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.4	$9.4M	+7%	327k	28.92	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.3	$8.9M	+12%	77k	115.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.1	$8.6M	+16%	238k	36.19	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.0	$8.2M		92k	89.67	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.3	$6.4M		111k	57.54	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	2.1	$5.7M	+2%	224k	25.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$4.6M		92k	50.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$4.3M	+96%	58k	74.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.4	$3.8M	-6%	21k	187.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$3.8M	NEW	21k	179.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$3.7M	+41%	7.1k	525.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$3.7M	NEW	18k	210.30	View chart
Apple (AAPL)	1.2	$3.4M		20k	171.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$3.1M		64k	47.89	View chart
Costco Wholesale Corporation (COST)	1.0	$2.7M		3.7k	732.63	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$2.0M	-3%	19k	104.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.9M	+20%	20k	97.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.9M		4.5k	420.52	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.7	$1.8M		77k	23.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.7M	-42%	3.8k	444.01	View chart
Microsoft Corporation (MSFT)	0.6	$1.7M	+3%	4.0k	420.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.6M		38k	41.77	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$1.4M		13k	110.54	View chart
Progressive Corporation (PGR)	0.5	$1.3M		6.3k	206.82	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$1.3M		39k	32.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.1M	-32%	2.1k	524.45	View chart
Amazon (AMZN)	0.4	$1.1M	+8%	6.1k	180.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.0M	+61%	1.9k	523.07	View chart
Metropcs Communications (TMUS)	0.4	$979k		6.0k	163.22	View chart
Target Corporation (TGT)	0.4	$968k	-7%	5.5k	177.21	View chart
Stryker Corporation (SYK)	0.3	$960k		2.7k	357.87	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$927k		15k	63.85	View chart
Aon Shs Cl A (AON)	0.3	$784k	NEW	2.4k	333.72	View chart
International Business Machines (IBM)	0.3	$736k	+4%	3.9k	190.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$713k	NEW	2.1k	346.61	View chart
Pioneer Natural Resources (PXD)	0.2	$644k		2.5k	262.50	View chart
Travelers Companies (TRV)	0.2	$616k		2.7k	230.14	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$575k	+18%	11k	52.16	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$573k		2.2k	260.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$562k		2.9k	191.88	View chart
Samsara Com Cl A (IOT)	0.2	$550k		15k	37.79	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$526k	NEW	13k	41.87	View chart
Johnson & Johnson (JNJ)	0.2	$508k		3.2k	158.19	View chart
Nuveen Insd Dividend Advantage (NVG)	0.2	$503k	NEW	41k	12.15	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.2	$501k	NEW	41k	12.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$473k	+5%	983.00	480.70	View chart
Oneok (OKE)	0.2	$452k	+8%	5.6k	80.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$389k	+50%	2.6k	150.93	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.1	$352k	NEW	30k	11.60	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$342k	NEW	3.7k	91.80	View chart
NVIDIA Corporation (NVDA)	0.1	$341k	NEW	377.00	903.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$316k	+17%	1.7k	182.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$304k	+200%	1.3k	225.92	View chart
Oracle Corporation (ORCL)	0.1	$284k		2.3k	125.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$277k	-92%	1.3k	205.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$266k	+12%	3.7k	72.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$262k	-15%	1.5k	169.37	View chart
Worthington Industries (WOR)	0.1	$249k		4.0k	62.23	View chart
Pool Corporation (POOL)	0.1	$241k		598.00	403.55	View chart
Realty Income (O)	0.1	$233k	NEW	4.3k	54.10	View chart
Ishares Bitcoin Tr SHS	0.1	$229k	NEW	5.6k	40.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$218k	NEW	9.6k	22.77	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$45k	-2%	41k	1.08	View chart
Vicarious Surgical Com Cl A (RBOT)	0.0	$4.9k		16k	0.30	View chart
Comstock Com New (LODE)	0.0	$4.0k		11k	0.36	View chart

Past Filings by Rinkey Investments

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

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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