$254 Million is the total value of Rinet Co LLC's 19 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Sell | ISHARES TRrus 1000 etf | $93,377,000 | -1.9% | 635,820 | -0.7% | 36.79% | -2.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,377,000 | +0.4% | 199,600 | -1.9% | 3.70% | -0.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $5,481,000 | -2.8% | 36,099 | -2.4% | 2.16% | -3.6% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $3,635,000 | -3.4% | 102,704 | -3.2% | 1.43% | -4.2% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $3,432,000 | -13.9% | 39,707 | -11.2% | 1.35% | -14.6% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,340,000 | -6.6% | 8,573 | -5.5% | 0.53% | -7.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,266,000 | -9.6% | 10,552 | -6.3% | 0.50% | -10.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,084,000 | -3.1% | 7,990 | -2.0% | 0.43% | -3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 26 | Q3 2021 | 61.8% |
| ISHARES TR | 26 | Q3 2021 | 14.8% |
| VANGUARD INTL EQUITY INDEX F | 26 | Q3 2021 | 10.3% |
| ISHARES TR | 26 | Q3 2021 | 17.0% |
| ISHARES TR | 26 | Q3 2021 | 5.5% |
| ISHARES TR | 26 | Q3 2021 | 3.6% |
| ISHARES TR | 26 | Q3 2021 | 3.6% |
| VANGUARD INDEX FDS | 26 | Q3 2021 | 4.4% |
| SPDR INDEX SHS FDS | 26 | Q3 2021 | 2.0% |
| ISHARES TR | 26 | Q3 2021 | 0.9% |
View Rinet Co LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-03 |
| 13F-HR | 2019-11-04 |
| 13F-HR | 2019-08-07 |
View Rinet Co LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.