RI

Rinkey Investments

13F
Rinkey Investments
Last update 2025-02-16 90 Stocks (17 new)
Value $313.00 Mil Turnover 7 %
Countries:
Top Holdings: TFLO(14.10%)SPTM(8.98%)SPDW(8.18%)SPAB(4.56%)VTV(4.23%)
Summary Stock Picks Current Portfolio
Rinkey Investments Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TFLO 		iShares Treasury Floating Rate Bond ETF
873,019
44,061.3
-0.64%
14.100
-0.09%
0.680
+0.08%
+0.40%
6,576.9
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
392,830
28,059.8
-0.41%
8.980
-0.04%
0.290
-2.03%
+1.15%
9,818.8
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
748,816
25,557.1
-1.33%
8.180
-0.12%
0.120
+1.70%
+6.74%
23,307.9
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
570,433
14,255.1
-2.11%
4.560
-0.10%
0.180
+0.04%
+2.52%
8,390.6
 
VTV 		Vanguard Value ETF
78,059
13,215.4
+9.10%
4.230
+0.35%
0.010
-2.06%
+5.22%
136,674.7
 
MUB 		iShares National Muni Bond ETF
118,085
12,581.9
-0.71%
4.030
-0.03%
0.030
-0.79%
+1.06%
40,844.2
 
VEA 		Vanguard FTSE Developed Markets ETF
251,958
12,048.6
+102.21%
3.860
+1.95%
0.010
+1.53%
+6.80%
139,426.6
 
IEI 		iShares 3-7 Year Treasury Bond ETF
95,106
10,989.5
+1.62%
3.520
+0.06%
0.070
+0.56%
+1.94%
15,736.5
 
BNDX 		Vanguard Total International Bond ETF
217,168
10,652.1
+2.90%
3.410
+0.10%
0.020
-2.08%
+0.92%
63,110.2
 
CMF 		iShares California Muni Bond ETF
180,689
10,349.9
-8.52%
3.310
-0.32%
0.260
-0.93%
+0.31%
3,919.0
 

Rinkey Investments's Historical Top Holdings Breakdowns

Rinkey Investments's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Add
+1.95%
●
47.57 ($50.18) 52.35
$51.07
1.77%
Add 102.21%
251,958
127,358
SPEM 		SPDR Portfolio Emerging Markets ETF2024-12-31Reduce
-1.10%
●
38.37 ($40.2) 42.82
$38.86
-3.33%
Reduce -37.06%
140,528
-82,753
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Reduce
-0.64%
●
44.04 ($46.45) 49.49
$44.73
-3.70%
Reduce -19.85%
168,329
-41,678
QQQ 		INVESCO QQQ Trust2024-12-31Sold Out
-0.59%
●
481.59 ($506.19) 538.17
$508.10
0.38%
Sold Out
0
-3,751
VTV 		Vanguard Value ETF2024-12-31Add
+0.35%
●
168.32 ($175.52) 181.87
$178.13
1.49%
Add 9.1%
78,059
6,514
CMF 		iShares California Muni Bond ETF2024-12-31Reduce
-0.32%
●
56.66 ($57.49) 58.1
$57.46
-0.05%
Reduce -8.52%
180,689
-16,833
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2024-12-31Add
+0.28%
●
32.65 ($33.09) 33.66
$33.30
0.63%
Add 62.95%
68,720
26,548
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-12-31Add
+0.26%
●
80.13 ($81.6) 83.67
$82.04
0.54%
Add 80.32%
22,998
10,244
TGT 		Target Corp2024-12-31Sold Out
-0.26%
●
121.59 ($143.18) 160.69
$124.24
-13.23%
Sold Out
0
-5,232
MSFT 		Microsoft Corp2024-12-31Add
+0.25%
●
406.35 ($426.03) 454.46
$396.99
-6.82%
Add 47.58%
5,800
1,870

Rinkey Investments Total Holding History ($B)

To

Rinkey Investments's Asset Allocation

To

Rinkey Investments Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Rinkey Investments's Hypothetical Growth since 2024-12-31

Rinkey Investments's Yearly Returns

Year Portfolio % % Excess Gain %

Rinkey Investments's Holdings Heat Map

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Rinkey Investments's Holdings Bubble Chart

Rinkey Investments News

  • 1

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