Rinkey Investments Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$312.5B

Holdings

90

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (90 positions)

#StockSharesValue% PortfolioType
1
TFLOISHARES TR
873,019$44.1B14.10%
2
SPTMSPDR SER TR
392,830$28.1B8.98%
3
SPDWSPDR INDEX SHS FDS
748,816$25.6B8.18%
4
SPABSPDR SER TR
570,433$14.3B4.56%
5
VTVVANGUARD INDEX FDS
78,059$13.2B4.23%
6
MUBISHARES TR
118,085$12.6B4.03%
7
VEAVANGUARD TAX-MANAGED FDS
251,958$12.0B3.86%
8
IEIISHARES TR
95,106$11.0B3.52%
9
BNDXVANGUARD CHARLOTTE FDS
217,168$10.7B3.41%
10
CMFISHARES TR
180,689$10.3B3.31%
11
VTIVANGUARD INDEX FDS
34,517$10.0B3.20%
12
SPTSSPDR SER TR
337,730$9.8B3.13%
13
VBVANGUARD INDEX FDS
37,203$8.9B2.86%
14
EMBISHARES TR
88,481$7.9B2.52%
15
VUGVANGUARD INDEX FDS
18,102$7.4B2.38%
16
VWOVANGUARD INTL EQUITY INDEX F
168,329$7.4B2.37%
17
VGLTVANGUARD SCOTTSDALE FDS
103,013$5.7B1.82%
18
SPEMSPDR INDEX SHS FDS
140,528$5.4B1.73%
19
AAPLAPPLE INC
20,801$5.2B1.67%
20
IVVISHARES TR
7,114$4.2B1.34%
21
AQLTISHARES TR
50,383$3.5B1.13%
22
IWDISHARES TR
17,841$3.3B1.06%
23
MSFTMICROSOFT CORP
5,800$2.4B0.78%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
5,271$2.4B0.76%
25
COSTCOSTCO WHSL CORP NEW
2,515$2.3B0.74%
26
SPIBSPDR SER TR
68,720$2.3B0.72%
27
SPIPSPDR SER TR
88,831$2.2B0.72%
28
PGRPROGRESSIVE CORP
8,537$2.0B0.65%
29
TMUST-MOBILE US INC
8,728$1.9B0.62%
30
SPYSPDR S&P 500 ETF TR
3,207$1.9B0.60%
31
VCITVANGUARD SCOTTSDALE FDS
22,998$1.8B0.59%
32
VTIPVANGUARD MALVERN FDS
37,737$1.8B0.58%
33
VGTVANGUARD WORLD FD
2,232$1.4B0.44%
34
AMZNAMAZON COM INC
5,949$1.3B0.42%
35
VWOBVANGUARD WHITEHALL FDS
19,909$1.3B0.40%
36
ACNACCENTURE PLC IRELAND
3,499$1.2B0.39%
37
BNBROOKFIELD CORP
21,405$1.2B0.39%
38
IGSBISHARES TR
22,277$1.2B0.37%
39
BNDVANGUARD BD INDEX FDS
15,654$1.1B0.36%
40
IBITISHARES BITCOIN TRUST ETF
18,408$976.5M0.31%
41
SYKSTRYKER CORPORATION
2,712$976.5M0.31%
42
GOOGLALPHABET INC
4,655$881.2M0.28%
43
IBMINTERNATIONAL BUSINESS MACHS
3,941$866.4M0.28%
44
XOMEXXON MOBIL CORP
7,811$840.2M0.27%
45
AGGISHARES TR
8,587$832.1M0.27%
46
ORCLORACLE CORP
4,872$811.9M0.26%
47
VOOVANGUARD INDEX FDS
1,435$773.2M0.25%
48
NVDANVIDIA CORPORATION
5,742$771.1M0.25%
49
PANWPALO ALTO NETWORKS INC
4,030$733.3M0.23%
50
JNJJOHNSON & JOHNSON
4,377$633.0M0.20%
51
VBKVANGUARD INDEX FDS
2,066$578.6M0.19%
52
OKEONEOK INC NEW
5,600$562.2M0.18%
53
GQ9SPDR GOLD TR
2,317$561.0M0.18%
54
SCHPSCHWAB STRATEGIC TR
21,042$543.5M0.17%
55
NVGNUVEEN AMT FREE MUN CR INC F
41,400$507.6M0.16%
56
NZFNUVEEN MUNICIPAL CREDIT INC
40,925$498.1M0.16%
57
FBNDFIDELITY MERRIMACK STR TR
11,087$497.5M0.16%
58
BYMBLACKROCK MUN INCOME QUALITY
44,500$482.8M0.15%
59
VBRVANGUARD INDEX FDS
2,392$474.0M0.15%
60
LENZLENZ THERAPEUTICS INC
15,186$438.4M0.14%
61
AQLTISHARES TR
18,307$420.7M0.13%
62
AQLTISHARES TR
17,366$405.0M0.13%
63
PLTRPALANTIR TECHNOLOGIES INC
4,675$353.6M0.11%
64
TSLATESLA INC
860$347.3M0.11%
65
ETENERGY TRANSFER L P
17,376$340.4M0.11%
66
USHYISHARES TR
9,000$331.1M0.11%
67
SOXXISHARES TR
1,497$322.6M0.10%
68
HONHONEYWELL INTL INC
1,339$302.5M0.10%
69
SCHXSCHWAB STRATEGIC TR
12,970$300.6M0.10%
70
VGSHVANGUARD SCOTTSDALE FDS
5,167$300.6M0.10%
71
OREALTY INCOME CORP
5,282$282.1M0.09%
72
GOOGALPHABET INC
1,481$282.1M0.09%
73
TRINTRINITY CAP INC
19,310$279.4M0.09%
74
GPKGRAPHIC PACKAGING HLDG CO
10,275$279.1M0.09%
75
NFLXNETFLIX INC
295$262.9M0.08%
76
AVYAVERY DENNISON CORP
1,357$253.9M0.08%
77
PFEPFIZER INC
9,191$243.8M0.08%
78
VIGVANGUARD SPECIALIZED FUNDS
1,230$240.9M0.08%
79
REGNREGENERON PHARMACEUTICALS
321$228.7M0.07%
80
TYASIMPLIFY EXCHANGE TRADED FUN
18,000$220.9M0.07%
81
SPSBSPDR SER TR
7,348$219.4M0.07%
82
CTVACORTEVA INC
3,782$215.4M0.07%
83
CSXCSX CORP
6,660$214.9M0.07%
84
EQTEQT CORP
4,500$207.5M0.07%
85
BABOEING CO
1,170$207.1M0.07%
86
KRKROGER CO
3,367$205.9M0.07%
87
LLYELI LILLY & CO
265$204.6M0.07%
88
POOLPOOL CORP
598$203.9M0.07%
89
BFLYBUTTERFLY NETWORK INC
41,050$128.1M0.04%
90
MSOSADVISORSHARES TR
18,975$72.3M0.02%