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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 : 13     View All Holdings Currently Viewing:  Decreased 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
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 1 - $0.00 $43,457,000 857,309 15.84% -275,000 -9,178 0.095    N/A
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 2 - $64.95 $40,283,000 627,955 14.68% 3,278,000 -5,148 0.654    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 6 - $262.64 $9,998,000 38,467 3.64% 676,000 -830 0.004    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 13 - $49.56 $4,637,000 92,419 1.69% 181,000 -612 0.004    Closed - End Fund - F...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 15 - $0.00 $3,832,000 20,454 1.4% 387,000 -1,505 0.002    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 21 - $787.04 $2,700,000 3,686 0.98% 244,000 -35 0.001    Discount, Variety Stores
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 22 - $104.77 $1,964,000 18,755 0.72% -78,000 -616 0.021    Closed - End Fund - Debt
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 26 - $452.90 $1,667,000 3,755 0.61% -1,003,000 -2,766 0.001    Closed - End Fund - Debt
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 32 - $536.12 $1,111,000 2,119 0.4% -404,000 -1,010 0    Closed - End Fund - E...
   (TGT)1 Year Chart         TGT Target Corp 36 - $157.51 $968,000 5,464 0.35% 131,000 -413 0.001    Discount, Variety Stores
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 61 - $220.89 $277,000 1,346 0.1% -3,264,000 -17,176 0    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 63 - $168.06 $262,000 1,548 0.1% -27,000 -285 0.001    Closed - End Fund - E...
   (BFLY)1 Year Chart         BFLY Butterfly Network Ord Shs C... 69 - $1.04 $45,000 41,300 0.02% -1,000 -1,000 0.022    N/A
      13 Records Found
  1    
Page 1 of 1
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