$263 Million is the total value of Rinet Co LLC's 20 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,365,000 | -10.8% | 198,234 | -0.7% | 3.18% | -13.8% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $5,851,000 | +4.8% | 40,691 | -0.8% | 2.23% | +1.2% |
IWS | Sell | ISHARES TRrus mdcp val etf | $3,234,000 | -5.8% | 36,550 | -8.0% | 1.23% | -8.9% |
IWR | Sell | ISHARES TRrus mid-cap etf | $525,000 | -4.9% | 2,475 | -7.4% | 0.20% | -7.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-03
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.