$353 Million is the total value of Rinet Co LLC's 30 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TRUST | $567,000 | +0.7% | 3,180 | 0.0% | 0.16% | -12.5% | |
| IUSG | ISHARES TRcore s&p us gwt | $391,000 | +10.8% | 4,410 | 0.0% | 0.11% | -4.3% | |
| SPY | ISHARES TRspdr s&p 500 etf trust | $314,000 | +11.7% | 839 | 0.0% | 0.09% | -3.3% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $274,000 | +13.2% | 2,993 | 0.0% | 0.08% | -1.3% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $210,000 | 0.0% | 3,740 | 0.0% | 0.06% | -13.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
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.