Rinkey Investments Top Holdings and 13F Report (2024) About Rinkey InvestmentsInvestment ActivityRinkey Investments has $309.00 million in total holdings as of September 30, 2024.Rinkey Investments owns shares of 81 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 21.61% of the portfolio was purchased this quarter.About 15.83% of the portfolio was sold this quarter.This quarter, Rinkey Investments has purchased 72 new stocks and bought additional shares in 22 stocks.Rinkey Investments sold shares of 22 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Treasury Floating Rate Bond ETF $44,460,428SPDR Portfolio Developed World ex-US ETF $28,503,901SPDR Portfolio S&P 1500 Composite Stock Market ETF $27,634,717SPDR Portfolio Aggregate Bond ETF $15,233,085iShares National Muni Bond ETF $12,918,796 Largest New Holdings this Quarter Vanguard Value ETF $12,489,611 HoldingVanguard Total International Bond ETF $10,611,091 HoldingVanguard Small-Cap ETF $8,120,173 HoldingVanguard Growth ETF $6,826,659 HoldingVanguard Long-Term Treasury Index ETF $5,492,814 Holding Largest Purchases this Quarter Vanguard Value ETF 71,545 shares (about $12.49M)Vanguard Total International Bond ETF 211,040 shares (about $10.61M)Vanguard FTSE Emerging Markets ETF 171,430 shares (about $8.20M)Vanguard Small-Cap ETF 34,232 shares (about $8.12M)Vanguard Growth ETF 17,781 shares (about $6.83M) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 245,714 shares (about $17.21M)SPDR Portfolio Developed World ex-US ETF 241,235 shares (about $9.06M)SPDR Gold Shares 16,110 shares (about $3.92M)SPDR Portfolio TIPS ETF 136,945 shares (about $3.60M)Vanguard Short-Term Inflation-Protected Securities ETF 27,845 shares (about $1.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRinkey Investments Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTFLOiShares Treasury Floating Rate Bond ETF$44,460,428$845,728 ▼-1.9%878,66514.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$28,503,901$9,060,784 ▼-24.1%758,8909.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$27,634,717$17,214,704 ▼-38.4%394,4448.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$15,233,085$1,264,758 ▼-7.7%582,7504.9%ETFMUBiShares National Muni Bond ETF$12,918,796$333,059 ▼-2.5%118,9254.2%ETFVTVVanguard Value ETF$12,489,611$12,489,611 ▲New Holding71,5454.0%ETFCMFiShares California Muni Bond ETF$11,478,003$4,958,294 ▲76.1%197,5223.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,194,173$925,622 ▲9.0%93,5933.6%ETFBNDXVanguard Total International Bond ETF$10,611,091$10,611,091 ▲New Holding211,0403.4%ETFVWOVanguard FTSE Emerging Markets ETF$10,048,811$8,202,906 ▲444.4%210,0073.3%ETFVTIVanguard Total Stock Market ETF$9,951,797$688,088 ▼-6.5%35,1453.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$9,258,072$678,578 ▲7.9%314,7933.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,217,041$306,587 ▼-3.2%223,2813.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$8,434,583$25,922 ▲0.3%90,1322.7%ETFVBVanguard Small-Cap ETF$8,120,173$8,120,173 ▲New Holding34,2322.6%ETFVUGVanguard Growth ETF$6,826,659$6,826,659 ▲New Holding17,7812.2%ETFVEAVanguard FTSE Developed Markets ETF$6,580,129$1,619,947 ▲32.7%124,6002.1%ETFVGLTVanguard Long-Term Treasury Index ETF$5,492,814$5,492,814 ▲New Holding89,2561.8%ETFAAPLApple$4,778,242$26,796 ▲0.6%20,5071.5%Computer and TechnologyIVViShares Core S&P 500 ETF$4,086,773$26,534 ▼-0.6%7,0851.3%ETFIEFAiShares Core MSCI EAFE ETF$3,932,3930.0%50,3831.3%ETFIWDiShares Russell 1000 Value ETF$3,736,403$129,444 ▼-3.3%19,6861.2%ETFSPIPSPDR Portfolio TIPS ETF$2,285,803$3,598,907 ▼-61.2%86,9790.7%ETFCOSTCostco Wholesale$2,198,570$8,865 ▼-0.4%2,4800.7%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,074,675$1,373,041 ▼-39.8%42,0740.7%ManufacturingBRK.BBerkshire Hathaway$1,913,301$173,518 ▼-8.3%4,1570.6%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,891,389$1,891,389 ▲New Holding35,9170.6%ManufacturingQQQInvesco QQQ$1,830,751$1,952 ▼-0.1%3,7510.6%FinanceSPYSPDR S&P 500 ETF Trust$1,751,689$101,556 ▲6.2%3,0530.6%FinanceMSFTMicrosoft$1,691,150$12,479 ▼-0.7%3,9300.5%Computer and TechnologyPGRProgressive$1,606,3010.0%6,3300.5%FinanceVGTVanguard Information Technology ETF$1,477,492$171,856 ▲13.2%2,5190.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,421,618$76,522 ▲5.7%42,1720.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,326,073$28,207 ▼-2.1%19,9800.4%ETFTMUST-Mobile US$1,242,081$3,921 ▲0.3%6,0190.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,068,148$1,068,148 ▲New Holding12,7540.3%ETFAMZNAmazon.com$1,047,920$23,291 ▼-2.2%5,6240.3%Retail/WholesaleSYKStryker$968,8990.0%2,6820.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$861,301$45,166 ▼-5.0%8,5050.3%FinanceIBMInternational Business Machines$853,590$1,326 ▲0.2%3,8610.3%Computer and TechnologyTGTTarget$815,438$8,728 ▼-1.1%5,2320.3%Retail/WholesaleBNDVanguard Total Bond Market ETF$780,243$500,834 ▲179.2%10,3880.3%ETFACNAccenture$727,1080.0%2,0570.2%Computer and TechnologyVOOVanguard S&P 500 ETF$723,964$72,291 ▼-9.1%1,3720.2%ETFGOOGLAlphabet$692,424$3,483 ▲0.5%4,1750.2%Computer and TechnologyXOMExxon Mobil$675,4220.0%5,7620.2%Oils/EnergyBNBrookfield$667,0330.0%12,5500.2%FinanceTRVTravelers Companies$626,2710.0%2,6750.2%FinanceGLDSPDR Gold Shares$588,691$3,915,694 ▼-86.9%2,4220.2%FinanceSCHPSchwab U.S. TIPS ETF$564,241$804 ▲0.1%10,5210.2%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$554,3460.0%41,4000.2%Financial ServicesNZFNuveen Municipal Credit Income Fund$536,1180.0%40,9250.2%Financial ServicesBYMBlackRock Municipal Income Quality Trust$535,7800.0%44,5000.2%Financial ServicesJNJJohnson & Johnson$524,566$1,134 ▲0.2%3,2370.2%MedicalOKEONEOK$513,5180.0%5,6350.2%Oils/EnergyNVDANVIDIA$490,253$20,766 ▼-4.1%4,0370.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$480,2660.0%2,3920.2%ETFVBKVanguard Small-Cap Growth ETF$480,1970.0%1,7960.2%ETFISHARES BITCOIN TRUST ETF$470,124$256,812 ▲120.4%13,0120.2%SHS BEN INTGOVTiShares U.S. Treasury Bond ETF$466,172$30,697 ▲7.0%19,8790.2%ETFORCLOracle$384,5930.0%2,2570.1%Computer and TechnologyLENZ THERAPEUTICS INC$360,516$360,516 ▲New Holding15,1860.1%COMVIGVanguard Dividend Appreciation ETF$342,6440.0%1,7300.1%ETFSOXXiShares Semiconductor ETF$322,1340.0%1,3970.1%ETFSCHXSchwab US Large-Cap ETF$301,638$48,306 ▲19.1%4,4460.1%ETFORealty Income$285,644$11,099 ▲4.0%4,5040.1%FinanceVGSHVanguard Short-Term Treasury Index ETF$279,342$279,342 ▲New Holding4,7330.1%ETFPLTRPalantir Technologies$275,280$275,280 ▲New Holding7,4000.1%Business ServicesTYASimplify Intermediate Term Treasury Futures Strategy ETF$258,660$258,660 ▲New Holding18,0000.1%ETFPOOLPool$225,354$225,354 ▲New Holding5980.1%Consumer DiscretionarySPSBSPDR Portfolio Short Term Corporate Bond ETF$222,497$18,350 ▲9.0%7,3480.1%ETFTSLATesla$217,415$217,415 ▲New Holding8310.1%Auto/Tires/TrucksHPPHudson Pacific Properties$215,100$215,100 ▲New Holding45,0000.1%FinanceGOOGAlphabet$214,003$214,003 ▲New Holding1,2800.1%Computer and TechnologyPFEPfizer$213,230$213,230 ▲New Holding7,3680.1%MedicalTLTiShares 20+ Year Treasury Bond ETF$203,263$203,263 ▲New Holding2,0720.1%ETFTRINTrinity Capital$137,771$137,771 ▲New Holding10,1530.0%FinanceBFLYButterfly Network$77,084$7,523 ▲10.8%43,5500.0%MedicalBCABBioAtla$44,5460.0%25,3100.0%MedicalLODEComstock$5,2030.0%11,0000.0%Basic MaterialsLEDDARTECH HLDGS INC$6810.0%25,5050.0%*W EXP 12/21/202MTUMiShares MSCI USA Momentum Factor ETF$0$3,831,729 ▼-100.0%00.0%ETFSUBiShares Short-Term National Muni Bond ETF$0$3,253,491 ▼-100.0%00.0%ETFCRMSalesforce$0$829,918 ▼-100.0%00.0%Computer and TechnologyAONAON$0$689,913 ▼-100.0%00.0%FinanceCLPTClearPoint Neuro$0$307,311 ▼-100.0%00.0%MedicalRSPInvesco S&P 500 Equal Weight ETF$0$254,305 ▼-100.0%00.0%ETFQCOMQUALCOMM$0$227,464 ▼-100.0%00.0%Computer and TechnologyEQREquity Residential$0$204,692 ▼-100.0%00.0%FinanceDODiamond Offshore Drilling$0$164,194 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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