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Rinkey Investments

Latest statistics and disclosures from Rinkey Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are TFLO, BNDX, SPDW, SPTM, VEA, and represent 40.24% of Rinkey Investments's stock portfolio.
Added to shares of these 10 stocks: BNDX (+$21M), TFLO, BN, VTI, BRK.B, MSFT, VTV, PGR, NEA, TMUS.
Started 17 new stock positions in LLY, XBI, EXPE, AVY, V, AMD, MU, AVUV, EIS, NEA. GFL, CB, EQT, DFIV, BBN, TXT, UBER.
Reduced shares in these 10 stocks: SPAB (-$6.9M), CMF, VGLT, MUB, SPDW, AON, BND, RSP, SPTM, BYM.
Sold out of its positions in AEM, AREB, BYM, AVGO, ET, ETHE, RSP, KWEB, OKE, REAX. BIL, TGT, VIG, AON.
Rinkey Investments was a net buyer of stock by $15M.
Rinkey Investments has $394M in assets under management (AUM), dropping by 4.47%.
Central Index Key (CIK): 0001730774

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Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	10.5	$41M	+9%	820k	50.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	9.2	$36M	+140%	749k	48.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.8	$31M	-4%	695k	44.41	View chart
Spdr Series Trust State Street Spd (SPTM)	7.7	$30M		368k	82.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.0	$20M		315k	62.47	View chart
Vanguard Index Fds Value Etf (VTV)	4.5	$18M	+3%	94k	190.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$13M	+5%	38k	335.28	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.1	$12M	+2%	102k	119.35	View chart
Spdr Series Trust State Street Spd (SPTS)	3.0	$12M		407k	29.28	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.8	$11M	-22%	194k	57.46	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$9.3M	-14%	87k	107.11	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$8.9M	-3%	18k	487.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$7.9M		31k	257.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.0	$7.7M		80k	96.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$6.2M	-15%	84k	74.07	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.5	$5.8M	-2%	124k	46.81	View chart
Apple (AAPL)	1.4	$5.6M	-5%	21k	271.87	View chart
Spdr Series Trust State Street Spd (SPAB)	1.4	$5.5M	-55%	214k	25.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$5.4M		7.8k	684.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$5.2M		176k	29.61	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.3	$5.1M	-29%	92k	55.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.5M		50k	89.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$4.2M		146k	28.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.0M	+20%	8.0k	502.65	View chart
Microsoft Corporation (MSFT)	1.0	$3.9M	+20%	8.1k	483.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$3.8M	-2%	72k	53.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.8M	+11%	4.6k	614.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.8M	-8%	13k	210.34	View chart
Progressive Corporation (PGR)	0.6	$2.5M	+29%	11k	227.72	View chart
Metropcs Communications (TMUS)	0.6	$2.3M	+28%	11k	203.04	View chart
Amazon (AMZN)	0.5	$2.1M		9.0k	230.82	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$2.1M	+108%	45k	45.89	View chart
Costco Wholesale Corporation (COST)	0.5	$2.0M	-5%	2.3k	862.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.0M		60k	32.62	View chart
NVIDIA Corporation (NVDA)	0.5	$2.0M	+2%	11k	186.50	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$1.9M		56k	33.81	View chart
Spdr Series Trust State Street Spd (SPIP)	0.5	$1.8M		71k	25.95	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$1.5M		23k	67.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.5M		30k	49.46	View chart
Oracle Corporation (ORCL)	0.4	$1.4M	+48%	7.4k	194.91	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.4M	+52%	12k	120.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.4M	-7%	1.8k	754.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	+7%	4.3k	313.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$1.3M	-25%	29k	46.04	View chart
Ocugen (OCGN)	0.3	$1.3M	-10%	991k	1.35	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.3M		15k	83.75	View chart
International Business Machines (IBM)	0.3	$1.2M		4.0k	296.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M	+3%	1.8k	627.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$1.1M	+23%	23k	49.65	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$1.1M	+32%	19k	58.73	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M	+70%	6.0k	183.40	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M	+22%	5.2k	206.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$994k		10k	99.88	View chart
Travelers Companies (TRV)	0.2	$977k		3.4k	290.06	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$967k		9.1k	106.70	View chart
Stryker Corporation (SYK)	0.2	$953k		2.7k	351.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$927k		3.5k	268.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$895k		2.9k	313.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$801k	-12%	2.0k	396.31	View chart
Meta Platforms Cl A (META)	0.2	$798k	+91%	1.2k	660.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$731k	-4%	5.9k	123.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$670k		2.3k	290.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$664k		2.1k	314.80	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$664k	+5%	25k	26.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$624k		2.1k	302.11	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$571k		12k	47.16	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$547k	-8%	5.0k	110.15	View chart
Corteva (CTVA)	0.1	$541k	+116%	8.1k	67.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$540k	+11%	7.2k	75.45	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$524k		41k	12.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$517k		2.1k	250.31	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$515k		41k	12.58	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.1	$514k	-13%	45k	11.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$507k		2.4k	211.79	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$506k	NEW	44k	11.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$485k		3.4k	141.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$473k	+2%	1.6k	301.15	View chart
Tesla Motors (TSLA)	0.1	$468k	-11%	1.0k	449.72	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$446k		7.0k	64.04	View chart
Wal-Mart Stores (WMT)	0.1	$444k		4.0k	111.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$435k		928.00	468.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$416k		18k	23.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$410k		601.00	681.92	View chart
EQT Corporation (EQT)	0.1	$410k	NEW	7.6k	53.60	View chart
CSX Corporation (CSX)	0.1	$398k	+64%	11k	36.25	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$393k	-16%	6.1k	64.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$393k	-17%	4.8k	81.17	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$389k		16k	25.08	View chart
Eli Lilly & Co. (LLY)	0.1	$384k	NEW	357.00	1074.68	View chart
Palo Alto Networks (PANW)	0.1	$380k		2.1k	184.20	View chart
Textron (TXT)	0.1	$376k	NEW	4.3k	87.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$376k	+2%	1.5k	246.16	View chart
Palantir Technologies Cl A (PLTR)	0.1	$372k	+5%	2.1k	177.75	View chart
Netflix (NFLX)	0.1	$371k	+1057%	4.0k	93.76	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$368k		5.3k	69.42	View chart
Expedia Group Com New (EXPE)	0.1	$350k	NEW	1.2k	283.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$337k		13k	26.91	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$337k		9.0k	37.40	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$336k	NEW	21k	16.32	View chart
Visa Com Cl A (V)	0.1	$325k	NEW	927.00	350.71	View chart
Avery Dennison Corporation (AVY)	0.1	$317k	NEW	1.7k	181.88	View chart
Advanced Micro Devices (AMD)	0.1	$316k	NEW	1.5k	214.16	View chart
JPMorgan Chase & Co. (JPM)	0.1	$315k		977.00	322.22	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$309k		8.1k	38.29	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$304k		15k	20.89	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$294k		3.5k	83.61	View chart
Chubb (CB)	0.1	$272k	NEW	871.00	312.12	View chart
Citigroup Com New (C)	0.1	$270k		2.3k	116.69	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$270k		8.9k	30.20	View chart
Boeing Company (BA)	0.1	$253k		1.2k	217.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$250k	NEW	2.5k	101.98	View chart
Uber Technologies (UBER)	0.1	$245k	NEW	3.0k	81.71	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$243k		18k	13.50	View chart
Lenz Therapeutics (LENZ)	0.1	$243k		15k	16.00	View chart
Micron Technology (MU)	0.1	$239k	NEW	838.00	285.41	View chart
Honeywell International (HON)	0.1	$233k	-2%	1.2k	195.13	View chart
Altria (MO)	0.1	$230k	-6%	4.0k	57.66	View chart
Ishares Tr Future Exponenti (XT)	0.1	$228k		3.3k	69.74	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.1	$223k	NEW	5.2k	42.95	View chart
Patriot Natl Bancorp Com New (PNBK)	0.1	$222k		122k	1.82	View chart
Trinity Cap (TRIN)	0.1	$217k	-2%	15k	14.65	View chart
Kroger (KR)	0.1	$210k		3.4k	62.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$207k	NEW	4.1k	49.90	View chart
Worthington Industries (WOR)	0.1	$206k		4.0k	51.57	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$204k	NEW	1.7k	121.93	View chart
Ishares Msci Israel Etf (EIS)	0.1	$203k	NEW	1.8k	110.03	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$201k		3.1k	65.91	View chart
Patterson-UTI Energy (PTEN)	0.0	$173k		28k	6.11	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$158k	-5%	42k	3.80	View chart

Past Filings by Rinkey Investments

SEC 13F filings are viewable for Rinkey Investments going back to 2021

Rinkey Investments 2025 Q4 filed Feb. 4, 2026
Rinkey Investments 2025 Q3 filed Nov. 14, 2025
Rinkey Investments 2025 Q2 filed Aug. 13, 2025
Rinkey Investments 2025 Q1 filed May 15, 2025
Rinkey Investments 2024 Q4 filed Feb. 14, 2025
Rinkey Investments 2024 Q3 filed Nov. 13, 2024
Rinkey Investments 2024 Q2 filed July 31, 2024
Rinkey Investments 2024 Q1 filed May 2, 2024
Rinkey Investments 2023 Q4 filed Feb. 12, 2024
Rinkey Investments 2023 Q3 filed Nov. 9, 2023
Rinkey Investments 2023 Q2 filed Aug. 10, 2023
Rinkey Investments 2023 Q1 filed May 12, 2023
Rinkey Investments 2022 Q4 filed Feb. 13, 2023
Rinkey Investments 2022 Q3 filed Nov. 14, 2022
Rinkey Investments 2022 Q2 filed Aug. 9, 2022
Rinkey Investments 2022 Q1 filed May 9, 2022

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