$113 Million is the total value of Rinkey Investments's 44 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHY | New | ISHARES 1-3 YEAR TREASRYBOND ETF1 3 yr treas bd | $5,792,000 | – | 69,839 | +100.0% | 5.11% | – |
New | ISHARES SHORT TERM NTNL MUN BND ETFfount subs econ | $5,001,000 | – | 47,457 | +100.0% | 4.42% | – | |
AAPL | New | APPLE INC | $2,464,000 | – | 15,261 | +100.0% | 2.18% | – |
New | PROSHARES TRUST ULTRAPRO SHORT QQQ NEW 2020ultrapro sht qqq | $398,000 | – | 10,000 | +100.0% | 0.35% | – | |
ACI | New | ALBERTSONS COMPANIES INC ACI Oct 21 22 30.0 Pput | $394,000 | – | 800 | +100.0% | 0.35% | – |
IGM | New | ISHARES TRUST EXPANDED TECH SECTOR ETFexpnd tec sc etf | $293,000 | – | 882 | +100.0% | 0.26% | – |
VUSB | New | VANGUARD BD INDEX FDS VANGUARD ULTRA SHORT BOND ETFvanguard ultra | $239,000 | – | 4,866 | +100.0% | 0.21% | – |
DNMR | New | DANIMER SCIENTIFIC INC COM CL A | $94,000 | – | 21,250 | +100.0% | 0.08% | – |
BCAB | New | BIOATLA INC COM | $76,000 | – | 23,410 | +100.0% | 0.07% | – |
BFLY | New | BUTTERFLY NETWORK INC COM CL A | $69,000 | – | 15,600 | +100.0% | 0.06% | – |
GNLN | New | GREENLANE HOLDINGS INC COM CL Acl a | $1,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 8 | Q3 2023 | 20.0% |
SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 8 | Q3 2023 | 17.3% |
SPDR SER TR | 8 | Q3 2023 | 10.2% |
ISHARES TRUST NATIONAL MUN ETF | 8 | Q3 2023 | 8.4% |
SPDR SER TR | 8 | Q3 2023 | 4.9% |
ISHARES TRUST JPMORGAN USD EMG ETF | 8 | Q3 2023 | 4.6% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 4.0% |
ISHARES TR | 8 | Q3 2023 | 2.4% |
SPDR SER TR | 8 | Q3 2023 | 1.5% |
SPDR GOLD TRUST GOLD SHS ETF | 8 | Q3 2023 | 2.9% |
View Rinkey Investments's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-17 |
View Rinkey Investments'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.