| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,302 | -100.0% | -0.09% | – |
| IBTD | Exit | ISHARES TRibonds 23 trm ts | $0 | – | -8,483 | -100.0% | -0.10% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -449 | -100.0% | -0.10% | – |
| POOL | Exit | POOL CORP | $0 | – | -598 | -100.0% | -0.10% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -3,252 | -100.0% | -0.10% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -598 | -100.0% | -0.10% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,345 | -100.0% | -0.11% | – |
| WOR | Exit | WORTHINGTON INDS INC | $0 | – | -3,994 | -100.0% | -0.11% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -670 | -100.0% | -0.12% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -5,245 | -100.0% | -0.15% | – |
| Exit | SAMSARA INC | $0 | – | -14,551 | -100.0% | -0.17% | – | |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -862 | -100.0% | -0.17% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -5,089 | -100.0% | -0.18% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -8,948 | -100.0% | -0.18% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -3,930 | -100.0% | -0.18% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,322 | -100.0% | -0.19% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -8,908 | -100.0% | -0.21% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -4,826 | -100.0% | -0.21% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -9,134 | -100.0% | -0.21% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,204 | -100.0% | -0.23% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -10,743 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,723 | -100.0% | -0.28% | – |
| TGT | Exit | TARGET CORP | $0 | – | -5,877 | -100.0% | -0.30% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,885 | -100.0% | -0.30% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -2,682 | -100.0% | -0.34% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -19,581 | -100.0% | -0.35% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -37,893 | -100.0% | -0.55% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -12,149 | -100.0% | -0.62% | – |
| IBTE | Exit | ISHARES TRibonds 24 trm ts | $0 | – | -83,082 | -100.0% | -0.91% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -3,683 | -100.0% | -0.95% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -23,066 | -100.0% | -1.48% | – |
| AAPL | Exit | APPLE INC | $0 | – | -18,893 | -100.0% | -1.48% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -21,383 | -100.0% | -1.49% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -49,018 | -100.0% | -1.55% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -94,602 | -100.0% | -1.90% | – |
| CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -93,864 | -100.0% | -2.36% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -221,401 | -100.0% | -3.40% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -67,099 | -100.0% | -3.48% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -325,611 | -100.0% | -3.71% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -100,422 | -100.0% | -3.80% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -40,326 | -100.0% | -3.92% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -305,639 | -100.0% | -4.02% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -123,777 | -100.0% | -5.82% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -632,175 | -100.0% | -7.05% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -953,846 | -100.0% | -13.55% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -635,106 | -100.0% | -15.27% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -769,786 | -100.0% | -17.90% | – |
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.