HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (TFLO) |
866,487 | +96,701 | $43,732 |
| TFLO | 866,487 | +96,701 | $43,732 |
| SPDR SER TR (SPTM) |
633,103 | -2,003 | $37,005 |
| SPTM | 633,103 | -2,003 | $37,005 |
| SPDR INDEX SHS FDS (SPDW) |
965,328 | +11,482 | $32,831 |
| SPDW | 965,328 | +11,482 | $32,831 |
| SPDR SER TR (SPAB) |
621,531 | -10,644 | $15,936 |
| SPAB | 621,531 | -10,644 | $15,936 |
| ISHARES TR (MUB) |
110,784 | -12,993 | $12,010 |
| MUB | 110,784 | -12,993 | $12,010 |
| VANGUARD INDEX FDS (VTI) |
39,297 | -1,029 | $9,322 |
| VTI | 39,297 | -1,029 | $9,322 |
| SPDR SER TR (SPTS) |
302,650 | -2,989 | $8,792 |
| SPTS | 302,650 | -2,989 | $8,792 |
| ISHARES TR (EMB) |
90,898 | -9,524 | $8,095 |
| EMB | 90,898 | -9,524 | $8,095 |
| ISHARES TR (IEI) |
68,444 | +1,345 | $8,017 |
| IEI | 68,444 | +1,345 | $8,017 |
| SPDR INDEX SHS FDS (SPEM) |
205,343 | -16,058 | $7,271 |
| SPEM | 205,343 | -16,058 | $7,271 |
| ISHARES TR (CMF) |
109,782 | +15,918 | $6,361 |
| CMF | 109,782 | +15,918 | $6,361 |
| SPDR SER TR (SPIP) |
218,191 | -107,420 | $5,579 |
| SPIP | 218,191 | -107,420 | $5,579 |
| VANGUARD TAX MANAGED FDS (VEA) |
93,031 | -1,571 | $4,456 |
| VEA | 93,031 | -1,571 | $4,456 |
| APPLE INC |
19,430 | +537 | $3,741 |
| AAPL | 19,430 | +537 | $3,741 |
| SPDR GOLD TR (GLD) |
18,522 | +17,177 | $3,541 |
| GLD | 18,522 | +17,177 | $3,541 |
| ISHARES TR (MTUM) |
21,959 | -1,107 | $3,445 |
| MTUM | 21,959 | -1,107 | $3,445 |
| ISHARES TR (EFA) |
45,478 | -3,540 | $3,427 |
| EFA | 45,478 | -3,540 | $3,427 |
| VANGUARD MALVERN FDS (VTIP) |
63,785 | +63,785 | $3,029 |
| VTIP | 63,785 | +63,785 | $3,029 |
| INVESCO QQQ TR |
6,521 | +6,521 | $2,670 |
| QQQ | 6,521 | +6,521 | $2,670 |
| COSTCO WHSL CORP NEW |
3,721 | +38 | $2,456 |
| COST | 3,721 | +38 | $2,456 |
| ISHARES TR (IVV) |
5,056 | +5,056 | $2,415 |
| IVV | 5,056 | +5,056 | $2,415 |
| ISHARES TR (IEFA) |
29,531 | +29,531 | $2,078 |
| IEFA | 29,531 | +29,531 | $2,078 |
| ISHARES TR (SUB) |
19,371 | +15,441 | $2,042 |
| SUB | 19,371 | +15,441 | $2,042 |
| ISHARES TR (IBTE) |
76,431 | -6,651 | $1,824 |
| IBTE | 76,431 | -6,651 | $1,824 |
| ISHARES TR (AGG) |
16,090 | +11,264 | $1,597 |
| AGG | 16,090 | +11,264 | $1,597 |
 BERKSHIRE HATHAWAY INC DEL |
$1,593 | ||
| BRK.B | 4,466 | +2,581 | $1,593 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
37,959 | +18,378 | $1,560 |
| VWO | 37,959 | +18,378 | $1,560 |
| VANGUARD WORLD FDS (VGT) |
3,129 | +1,925 | $1,515 |
| VGT | 3,129 | +1,925 | $1,515 |
| MICROSOFT CORP |
3,829 | +2,507 | $1,440 |
| MSFT | 3,829 | +2,507 | $1,440 |
| ISHARES TR (SHV) |
12,746 | +597 | $1,404 |
| SHV | 12,746 | +597 | $1,404 |
| SPDR SER TR (SPIB) |
38,185 | +292 | $1,254 |
| SPIB | 38,185 | +292 | $1,254 |
| PROGRESSIVE CORP |
6,330 | +6,330 | $1,008 |
| PGR | 6,330 | +6,330 | $1,008 |
| T MOBILE US INC |
6,000 | +6,000 | $962 |
| TMUS | 6,000 | +6,000 | $962 |
| VANGUARD WHITEHALL FDS (VWOB) |
14,419 | +14,419 | $919 |
| VWOB | 14,419 | +14,419 | $919 |
| AMAZON COM INC |
5,594 | +871 | $850 |
| AMZN | 5,594 | +871 | $850 |
| TARGET CORP |
5,877 | UNCH | $837 |
| TGT | 5,877 | UNCH | $837 |
| STRYKER CORPORATION |
2,682 | UNCH | $803 |
| SYK | 2,682 | UNCH | $803 |
| INTERNATIONAL BUSINESS MACHS |
3,675 | +3,675 | $601 |
| IBM | 3,675 | +3,675 | $601 |
| SPDR S&P 500 ETF TR (SPY) |
1,201 | +339 | $571 |
| SPY | 1,201 | +339 | $571 |
| PIONEER NAT RES CO |
2,455 | +2,455 | $552 |
| PXD | 2,455 | +2,455 | $552 |
| VANGUARD INDEX FDS (VBK) |
2,198 | +2,198 | $531 |
| VBK | 2,198 | +2,198 | $531 |
| VANGUARD INDEX FDS (VBR) |
2,929 | +2,929 | $527 |
| VBR | 2,929 | +2,929 | $527 |
| TRAVELERS COMPANIES INC |
2,675 | +2,675 | $510 |
| TRV | 2,675 | +2,675 | $510 |
| JOHNSON & JOHNSON |
3,206 | +3,206 | $503 |
| JNJ | 3,206 | +3,206 | $503 |
| SCHWAB STRATEGIC TR |
9,324 | +416 | $487 |
| SCHP | 9,324 | +416 | $487 |
| SAMSARA INC |
14,551 | UNCH | $486 |
| IOT | 14,551 | UNCH | $486 |
| VANGUARD WORLD FDS (VHT) |
1,886 | +1,886 | $473 |
| VHT | 1,886 | +1,886 | $473 |
| VANGUARD INDEX FDS (VOO) |
929 | +259 | $406 |
| VOO | 929 | +259 | $406 |
| ONEOK INC NEW |
5,210 | -35 | $366 |
| OKE | 5,210 | -35 | $366 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
1,833 | +1,833 | $289 |
| RSP | 1,833 | +1,833 | $289 |
See Full List: All Stocks Held By Rinkey Investments
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rinkey Investments
|
Size ($ in 1000's)
At 12/31/2023: $253,932 At 09/30/2023: $218,260 Rinkey Investments holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rinkey Investments 13F filings. Link to 13F filings: SEC filings |
