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Size ($ in 1000's)
At 12/31/2023: $253,932 At 09/30/2023: $218,260
Rinkey Investments holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rinkey Investments 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Rinkey Investments top holdings by largest position size, as per the latest 13f filing made by Rinkey Investments.
In the Rinkey Investments-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rinkey Investments in that top holding, then the share count change between reporting periods, and finally the Rinkey Investments top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (TFLO) |
866,487 |
+96,701 |
$43,732 | TFLO | 866,487 | +96,701 | $43,732 | SPDR SER TR (SPTM) |
633,103 |
-2,003 |
$37,005 | SPTM | 633,103 | -2,003 | $37,005 | SPDR INDEX SHS FDS (SPDW) |
965,328 |
+11,482 |
$32,831 | SPDW | 965,328 | +11,482 | $32,831 | SPDR SER TR (SPAB) |
621,531 |
-10,644 |
$15,936 | SPAB | 621,531 | -10,644 | $15,936 | ISHARES TR (MUB) |
110,784 |
-12,993 |
$12,010 | MUB | 110,784 | -12,993 | $12,010 | VANGUARD INDEX FDS (VTI) |
39,297 |
-1,029 |
$9,322 | VTI | 39,297 | -1,029 | $9,322 | SPDR SER TR (SPTS) |
302,650 |
-2,989 |
$8,792 | SPTS | 302,650 | -2,989 | $8,792 | ISHARES TR (EMB) |
90,898 |
-9,524 |
$8,095 | EMB | 90,898 | -9,524 | $8,095 | ISHARES TR (IEI) |
68,444 |
+1,345 |
$8,017 | IEI | 68,444 | +1,345 | $8,017 | SPDR INDEX SHS FDS (SPEM) |
205,343 |
-16,058 |
$7,271 | SPEM | 205,343 | -16,058 | $7,271 | ISHARES TR (CMF) |
109,782 |
+15,918 |
$6,361 | CMF | 109,782 | +15,918 | $6,361 | SPDR SER TR (SPIP) |
218,191 |
-107,420 |
$5,579 | SPIP | 218,191 | -107,420 | $5,579 | VANGUARD TAX MANAGED FDS (VEA) |
93,031 |
-1,571 |
$4,456 | VEA | 93,031 | -1,571 | $4,456 | APPLE INC |
19,430 |
+537 |
$3,741 | AAPL | 19,430 | +537 | $3,741 | SPDR GOLD TR (GLD) |
18,522 |
+17,177 |
$3,541 | GLD | 18,522 | +17,177 | $3,541 | ISHARES TR (MTUM) |
21,959 |
-1,107 |
$3,445 | MTUM | 21,959 | -1,107 | $3,445 | ISHARES TR (EFA) |
45,478 |
-3,540 |
$3,427 | EFA | 45,478 | -3,540 | $3,427 | VANGUARD MALVERN FDS (VTIP) |
63,785 |
+63,785 |
$3,029 | VTIP | 63,785 | +63,785 | $3,029 | INVESCO QQQ TR |
6,521 |
+6,521 |
$2,670 | QQQ | 6,521 | +6,521 | $2,670 | COSTCO WHSL CORP NEW |
3,721 |
+38 |
$2,456 | COST | 3,721 | +38 | $2,456 | ISHARES TR (IVV) |
5,056 |
+5,056 |
$2,415 | IVV | 5,056 | +5,056 | $2,415 | ISHARES TR (IEFA) |
29,531 |
+29,531 |
$2,078 | IEFA | 29,531 | +29,531 | $2,078 | ISHARES TR (SUB) |
19,371 |
+15,441 |
$2,042 | SUB | 19,371 | +15,441 | $2,042 | ISHARES TR (IBTE) |
76,431 |
-6,651 |
$1,824 | IBTE | 76,431 | -6,651 | $1,824 | ISHARES TR (AGG) |
16,090 |
+11,264 |
$1,597 | AGG | 16,090 | +11,264 | $1,597 | BERKSHIRE HATHAWAY INC DEL |
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$1,593 | BRK.B | 4,466 | +2,581 | $1,593 | VANGUARD INTL EQUITY INDEX F (VWO) |
37,959 |
+18,378 |
$1,560 | VWO | 37,959 | +18,378 | $1,560 | VANGUARD WORLD FDS (VGT) |
3,129 |
+1,925 |
$1,515 | VGT | 3,129 | +1,925 | $1,515 | MICROSOFT CORP |
3,829 |
+2,507 |
$1,440 | MSFT | 3,829 | +2,507 | $1,440 | ISHARES TR (SHV) |
12,746 |
+597 |
$1,404 | SHV | 12,746 | +597 | $1,404 | SPDR SER TR (SPIB) |
38,185 |
+292 |
$1,254 | SPIB | 38,185 | +292 | $1,254 | PROGRESSIVE CORP |
6,330 |
+6,330 |
$1,008 | PGR | 6,330 | +6,330 | $1,008 | T MOBILE US INC |
6,000 |
+6,000 |
$962 | TMUS | 6,000 | +6,000 | $962 | VANGUARD WHITEHALL FDS (VWOB) |
14,419 |
+14,419 |
$919 | VWOB | 14,419 | +14,419 | $919 | AMAZON COM INC |
5,594 |
+871 |
$850 | AMZN | 5,594 | +871 | $850 | TARGET CORP |
5,877 |
UNCH |
$837 | TGT | 5,877 | UNCH | $837 | STRYKER CORPORATION |
2,682 |
UNCH |
$803 | SYK | 2,682 | UNCH | $803 | INTERNATIONAL BUSINESS MACHS |
3,675 |
+3,675 |
$601 | IBM | 3,675 | +3,675 | $601 | SPDR S&P 500 ETF TR (SPY) |
1,201 |
+339 |
$571 | SPY | 1,201 | +339 | $571 | PIONEER NAT RES CO |
2,455 |
+2,455 |
$552 | PXD | 2,455 | +2,455 | $552 | VANGUARD INDEX FDS (VBK) |
2,198 |
+2,198 |
$531 | VBK | 2,198 | +2,198 | $531 | VANGUARD INDEX FDS (VBR) |
2,929 |
+2,929 |
$527 | VBR | 2,929 | +2,929 | $527 | TRAVELERS COMPANIES INC |
2,675 |
+2,675 |
$510 | TRV | 2,675 | +2,675 | $510 | JOHNSON & JOHNSON |
3,206 |
+3,206 |
$503 | JNJ | 3,206 | +3,206 | $503 | SCHWAB STRATEGIC TR |
9,324 |
+416 |
$487 | SCHP | 9,324 | +416 | $487 | SAMSARA INC |
14,551 |
UNCH |
$486 | IOT | 14,551 | UNCH | $486 | VANGUARD WORLD FDS (VHT) |
1,886 |
+1,886 |
$473 | VHT | 1,886 | +1,886 | $473 | VANGUARD INDEX FDS (VOO) |
929 |
+259 |
$406 | VOO | 929 | +259 | $406 | ONEOK INC NEW |
5,210 |
-35 |
$366 | OKE | 5,210 | -35 | $366 | INVESCO EXCHANGE TRADED FD T (RSP) |
1,833 |
+1,833 |
$289 | RSP | 1,833 | +1,833 | $289 |
See Full List: All Stocks Held By Rinkey Investments
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