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Company Main View
  Name: Rinkey Investments
  City: San Diego
  State: CA
  Zip: 92122
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $274,368,000
  Total Value Change : $20,436,000
  Securities Held Change : 10
   
All Securities Held : 71
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 33
  Unchanged Positions : 13
  Decreased Positions : 13

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 18 New $209.44 $3,717,000 17,673 1.35% 3,717,000 17,673 0.001    Closed - End Fund - E...
   (AON)1 Year Chart         AON Aon Plc 39 New $287.79 $784,000 2,350 0.29% 784,000 2,350 0.001    Life & Health Insurance
   (ACN)1 Year Chart         ACN Accenture Plc 41 New $308.52 $713,000 2,057 0.26% 713,000 2,057 0    Management Services
   (BN)1 Year Chart         BN BROOKFIELD Corp 48 New $44.85 $525,000 12,550 0.19% 525,000 12,550 0.001    N/A
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 50 New $11.97 $503,000 41,400 0.18% 503,000 41,400 0.019    Closed - End Fund - Debt
   (NZF)1 Year Chart         NZF Nuveen Dividend Advantage M... 51 New $12.06 $501,000 40,925 0.18% 501,000 40,925 0.021    Closed - End Fund - Debt
   (BYM)1 Year Chart         BYM Blackrock Insured Municipal... 55 New $11.23 $351,000 30,300 0.13% 351,000 30,300 0.115    Closed - End Fund - Debt
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 56 New $0.00 $342,000 3,722 0.12% 342,000 3,722 0    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 57 New $946.30 $341,000 377 0.12% 341,000 377 0    Semiconductor - Speci...
   (O)1 Year Chart         O Realty Income Corp 66 New $55.11 $233,000 4,309 0.08% 233,000 4,309 0.001    REIT - Retail
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 67 New $37.67 $229,000 5,649 0.08% 229,000 5,649 0.063    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 68 New $0.00 $218,000 9,571 0.08% 218,000 9,571 0    N/A
      12 Records Found
  1    
Page 1 of 1
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