- New Purchases: IWP, SPY,
- Added Positions: EFA, GWX, AGG, IWS, IVV, IWN, IUSG, IWV, GLD,
- Reduced Positions: IWO, EFV, SCZ, IWB, VWO, EFG, IWM, IWD, IWR, VNQ, IWF, ACWI,
For the details of Rinet Co LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rinet+co+llc/current-portfolio/portfolio
These are the top 5 holdings of Rinet Co LLC- ISHARES TRUST (IWB) - 899,076 shares, 53.94% of the total portfolio. Shares reduced by 2.46%
- ISHARES TRUST (EFV) - 745,399 shares, 10.41% of the total portfolio. Shares reduced by 28.73%
- iShares MSCI EAFE Small-Cap ETF (SCZ) - 531,843 shares, 9.97% of the total portfolio. Shares reduced by 21.9%
- ISHARES TRUST (EFA) - 243,272 shares, 5.17% of the total portfolio. Shares added by 81.13%
- ISHARES TRUST (IWO) - 53,872 shares, 3.89% of the total portfolio. Shares reduced by 64.92%
Rinet Co LLC initiated holding in ISHARES TRUST. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $170.49. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,425 shares as of .
New Purchase: SPDR S&P500 ETF TR (SPY)Rinet Co LLC initiated holding in SPDR S&P500 ETF TR. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $336.85. The impact to a portfolio due to this purchase was 0.08%. The holding were 725 shares as of .
Added: ISHARES TRUST (EFA)Rinet Co LLC added to a holding in ISHARES TRUST by 81.13%. The purchase prices were between $50.19 and $63.75, with an estimated average price of $57.11. The stock is now traded at around $64.80. The impact to a portfolio due to this purchase was 2.32%. The holding were 243,272 shares as of .
Added: SPDR INDEX SHS FDS (GWX)Rinet Co LLC added to a holding in SPDR INDEX SHS FDS by 311.35%. The purchase prices were between $21.22 and $28.8, with an estimated average price of $25.51. The stock is now traded at around $29.74. The impact to a portfolio due to this purchase was 1.01%. The holding were 139,003 shares as of .
Added: ISHARES TRUST (AGG)Rinet Co LLC added to a holding in ISHARES TRUST by 27.75%. The purchase prices were between $113.88 and $117.78, with an estimated average price of $116.39. The stock is now traded at around $118.20. The impact to a portfolio due to this purchase was 0.62%. The holding were 69,482 shares as of .
Added: ISHARES TRUST (IWS)Rinet Co LLC added to a holding in ISHARES TRUST by 58.88%. The purchase prices were between $59.62 and $85.09, with an estimated average price of $72.38. The stock is now traded at around $83.63. The impact to a portfolio due to this purchase was 0.42%. The holding were 42,760 shares as of .
Added: ISHARES TRUST (IVV)Rinet Co LLC added to a holding in ISHARES TRUST by 69.82%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $338.21. The impact to a portfolio due to this purchase was 0.35%. The holding were 7,946 shares as of .
Added: ISHARES TRUST (IWN)Rinet Co LLC added to a holding in ISHARES TRUST by 50.92%. The purchase prices were between $74.11 and $108.63, with an estimated average price of $90.5. The stock is now traded at around $107.86. The impact to a portfolio due to this purchase was 0.29%. The holding were 25,295 shares as of .
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