0001642351-21-000004.txt : 20210517 0001642351-21-000004.hdr.sgml : 20210517 20210517171213 ACCESSION NUMBER: 0001642351-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rinet Co LLC CENTRAL INDEX KEY: 0001642351 IRS NUMBER: 800031560 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16986 FILM NUMBER: 21932247 BUSINESS ADDRESS: STREET 1: 101 FEDERAL STREET, 14TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6174882768 MAIL ADDRESS: STREET 1: 101 FEDERAL STREET, 14TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001642351 XXXXXXXX 03-31-2021 03-31-2021 Rinet Co LLC

101 FEDERAL STREET, 14TH FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-16986 N Scott A. Simpson 6174882768 Scott A. Simpson Boston MA 05-17-2021 0 76 488307 false INFORMATION TABLE 2 RINETCompanyLLC_13f.xml RINET Q1 2021 ISHARES TR CORE S&P MCP ETF 464287507 371 1425 SH SOLE 0 0 0 1425 ISHARES TR CORE S&P SCP ETF 464287804 976 8990 SH SOLE 0 0 0 8990 ISHARES TR CORE S&P500 ETF 464287200 4170 10483 SH SOLE 0 0 0 10483 ISHARES TR RUS 1000 ETF 464287622 177306 792145 SH SOLE 0 0 0 792145 ISHARES TR RUS 1000 VAL ETF 464287598 1598 10541 SH SOLE 0 0 0 10541 ISHARES TR RUS 1000 GRW ETF 464287614 4473 18404 SH SOLE 0 0 0 18404 ISHARES TR RUSSELL 2000 ETF 464287655 8720 39469 SH SOLE 0 0 0 39469 ISHARES TR RUS 2000 VAL ETF 464287630 3547 22243 SH SOLE 0 0 0 22243 ISHARES TR RUSSELL 3000 ETF 464287689 1935 8156 SH SOLE 0 0 0 8156 ISHARES TR CORE S&P US GWT 464287671 400 4410 SH SOLE 0 0 0 4410 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1474 3097 SH SOLE 0 0 0 3097 SPDR S&P 500 ETF TR TR UNIT 78462F103 1917 4836 SH SOLE 0 0 0 4836 AMAZON COM INC COM 023135106 2775 897 SH SOLE 0 0 0 897 BRISTOL-MYERS SQUIBB CO COM 110122108 277 4383 SH SOLE 0 0 0 4383 INVESCO QQQ TR UNIT SER 1 46090E103 244 766 SH SOLE 0 0 0 766 GENUINE PARTS CO COM 372460105 15417 133379 SH SOLE 0 0 0 133379 ISHARES TR RUS 2000 GRW ETF 464287648 11230 37341 SH SOLE 0 0 0 37341 DISNEY WALT CO COM 254687106 413 2240 SH SOLE 0 0 0 2240 JOHNSON & JOHNSON COM 478160104 209 1269 SH SOLE 0 0 0 1269 ISHARES TR MSCI EAFE ETF 464287465 21197 279381 SH SOLE 0 0 0 279381 MICROSOFT CORP COM 594918104 803 3406 SH SOLE 0 0 0 3406 PEPSICO INC COM 713448108 425 3004 SH SOLE 0 0 0 3004 ISHARES TR RUS MID CAP ETF 464287499 669 9054 SH SOLE 0 0 0 9054 ISHARES TR RUS MD CP GR ETF 464287481 271 2660 SH SOLE 0 0 0 2660 ISHARES TR RUS MDCP VAL ETF 464287473 4301 39351 SH SOLE 0 0 0 39351 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3805 25867 SH SOLE 0 0 0 25867 BK OF AMERICA CORP COM 060505104 484 12514 SH SOLE 0 0 0 12514 EXXON MOBIL CORP COM 30231G102 13167 235833 SH SOLE 0 0 0 235833 JPMORGAN CHASE & CO COM 46625H100 258 1692 SH SOLE 0 0 0 1692 ISHARES TR 1 3 YR TREAS BD 464287457 595 6900 SH SOLE 0 0 0 6900 ISHARES TR BARCLAYS 7 10 YR 464287440 739 6548 SH SOLE 0 0 0 6548 3M CO COM 88579Y101 267 1385 SH SOLE 0 0 0 1385 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2138 10345 SH SOLE 0 0 0 10345 APPLE INC COM 037833100 7507 61455 SH SOLE 0 0 0 61455 ISHARES TR MSCI EMG MKT ETF 464287234 516 9666 SH SOLE 0 0 0 9666 AMERICAN EXPRESS CO COM 025816109 4332 30625 SH SOLE 0 0 0 30625 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9946 191086 SH SOLE 0 0 0 191086 CIGNA CORP NEW COM 125523100 380 1572 SH SOLE 0 0 0 1572 ISHARES TR CORE US AGGBD ET 464287226 27581 242300 SH SOLE 0 0 0 242300 ALPHABET INC CAP STK CL A 02079K305 1068 518 SH SOLE 0 0 0 518 SPDR GOLD TR GOLD SHS 78463V107 495 3094 SH SOLE 0 0 0 3094 VANGUARD INDEX FDS MID CAP ETF 922908629 788 3559 SH SOLE 0 0 0 3559 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 203 2207 SH SOLE 0 0 0 2207 VANGUARD INDEX FDS SMALL CP ETF 922908751 830 3875 SH SOLE 0 0 0 3875 AMERIPRISE FINL INC COM 03076C106 3602 15496 SH SOLE 0 0 0 15496 ABIOMED INC COM 003654100 1271 3989 SH SOLE 0 0 0 3989 BOSTON PROPERTIES INC COM 101121101 277 2739 SH SOLE 0 0 0 2739 ISHARES GOLD TR ISHARES 464285105 211 12949 SH SOLE 0 0 0 12949 ISHARES TR EAFE VALUE ETF 464288877 35439 695286 SH SOLE 0 0 0 695286 ISHARES TR EAFE GRWTH ETF 464288885 1862 18532 SH SOLE 0 0 0 18532 H & E EQUIPMENT SERVICES INC COM 404030108 1155 30406 SH SOLE 0 0 0 30406 SALESFORCE COM INC COM 79466L302 952 4492 SH SOLE 0 0 0 4492 ISHARES SILVER TR ISHARES 46428Q109 341 15000 SH SOLE 0 0 0 15000 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 127 16561 SH SOLE 0 0 0 16561 LHC GROUP INC COM 50187A107 5356 28010 SH SOLE 0 0 0 28010 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 597 7268 SH SOLE 0 0 0 7268 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 4939 132152 SH SOLE 0 0 0 132152 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 455 4502 SH SOLE 0 0 0 4502 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1392 28339 SH SOLE 0 0 0 28339 ISHARES TR EAFE SML CP ETF 464288273 39091 544144 SH SOLE 0 0 0 544144 VISA INC COM CL A 92826C839 201 947 SH SOLE 0 0 0 947 ISHARES TR MSCI ACWI ETF 464288257 569 5980 SH SOLE 0 0 0 5980 BLACKROCK CAP INVT CORP COM 092533108 56 16754 SH SOLE 0 0 0 16754 BOTTOMLINE TECH DEL INC COM 101388106 679 15000 SH SOLE 0 0 0 15000 ISHARES TR SHRT NAT MUN ETF 464288158 243 2250 SH SOLE 0 0 0 2250 WASTE CONNECTIONS INC COM 94106B101 395 3655 SH SOLE 0 0 0 3655 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1018 2795 SH SOLE 0 0 0 2795 SHOPIFY INC CL A 82509L107 322 291 SH SOLE 0 0 0 291 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 244 4530 SH SOLE 0 0 0 4530 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 19450 266724 SH SOLE 0 0 0 266724 VOLITIONRX LTD COM 928661107 95 25000 SH SOLE 0 0 0 25000 FACEBOOK INC CL A 30303M102 23109 78461 SH SOLE 0 0 0 78461 ISHARES TR CORE MSCI EAFE 46432F842 382 5307 SH SOLE 0 0 0 5307 ALPHABET INC CAP STK CL C 02079K107 1351 653 SH SOLE 0 0 0 653 ARK ETF TR INNOVATION ETF 00214Q104 362 3022 SH SOLE 0 0 0 3022 AMERICAN WELL CORP CL A 03044L105 2547 146659 SH SOLE 0 0 0 146659