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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, SPTM, SPDW, SPAB, VTV, and represent 40.04% of Rinkey Investments's stock portfolio.
Added to shares of these 10 stocks: VEA (+$6.1M), VTV, SPIB, VCIT, MSFT, VGLT, PANW, VB, SPTS, TMUS.
Started 17 new stock positions in IBTF, LLY, GPK, NFLX, PANW, CTVA, FBND, KR, USHY, EQT. CSX, BA, MSOS, ET, AVY, HON, REGN.
Reduced shares in these 10 stocks: SPEM, VWO, QQQ, CMF, , IGSB, TRV, SPDW, IWD, SPAB.
Sold out of its positions in BCAB, LODE, HPP, QQQ, TLT, LDTCW, TGT, TRV.
Rinkey Investments was a net buyer of stock by $10M.
Rinkey Investments has $313M in assets under management (AUM), dropping by 1.14%.
Central Index Key (CIK): 0001730774

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Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 90 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	14.1	$44M		873k	50.47	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	9.0	$28M		393k	71.43	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.2	$26M		749k	34.13	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	4.6	$14M	-2%	570k	24.99	View chart
Vanguard Index Fds Value Etf (VTV)	4.2	$13M	+9%	78k	169.30	View chart
Ishares Tr National Mun Etf (MUB)	4.0	$13M		118k	106.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$12M	+102%	252k	47.82	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.5	$11M		95k	115.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.4	$11M	+2%	217k	49.05	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	3.3	$10M	-8%	181k	57.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$10M		35k	289.81	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.1	$9.8M	+7%	338k	29.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.9	$8.9M	+8%	37k	240.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.5	$7.9M		89k	89.04	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$7.4M		18k	410.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$7.4M	-19%	168k	44.04	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.8	$5.7M	+15%	103k	55.35	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.7	$5.4M	-37%	141k	38.37	View chart
Apple (AAPL)	1.7	$5.2M		21k	250.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.2M		7.1k	588.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.5M		50k	70.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.1	$3.3M	-9%	18k	185.13	View chart
Microsoft Corporation (MSFT)	0.8	$2.4M	+47%	5.8k	421.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.4M	+26%	5.3k	453.28	View chart
Costco Wholesale Corporation (COST)	0.7	$2.3M		2.5k	916.27	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.7	$2.3M	+62%	69k	32.76	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.7	$2.2M	+2%	89k	25.31	View chart
Progressive Corporation (PGR)	0.7	$2.0M	+34%	8.5k	239.61	View chart
Metropcs Communications (TMUS)	0.6	$1.9M	+45%	8.7k	220.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.9M	+5%	3.2k	586.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.8M	+80%	23k	80.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.8M	-10%	38k	48.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.4M	-11%	2.2k	621.70	View chart
Amazon (AMZN)	0.4	$1.3M	+5%	5.9k	219.39	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$1.3M		20k	63.15	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.2M	+70%	3.5k	351.79	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$1.2M	+70%	21k	57.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$1.2M	-37%	22k	51.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.1M	+50%	16k	71.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$977k	+41%	18k	53.05	View chart
Stryker Corporation (SYK)	0.3	$977k		2.7k	360.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$881k	+11%	4.7k	189.30	View chart
International Business Machines (IBM)	0.3	$866k	+2%	3.9k	219.83	View chart
Exxon Mobil Corporation (XOM)	0.3	$840k	+35%	7.8k	107.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$832k		8.6k	96.90	View chart
Oracle Corporation (ORCL)	0.3	$812k	+115%	4.9k	166.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$773k	+4%	1.4k	538.78	View chart
NVIDIA Corporation (NVDA)	0.2	$771k	+42%	5.7k	134.29	View chart
Palo Alto Networks (PANW)	0.2	$733k	NEW	4.0k	181.96	View chart
Johnson & Johnson (JNJ)	0.2	$633k	+35%	4.4k	144.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$579k	+15%	2.1k	280.06	View chart
Oneok (OKE)	0.2	$562k		5.6k	100.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$561k	-4%	2.3k	242.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$544k	+100%	21k	25.83	View chart
Nuveen Insd Dividend Advantage (NVG)	0.2	$508k		41k	12.26	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.2	$498k		41k	12.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$498k	NEW	11k	44.87	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.2	$483k		45k	10.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$474k		2.4k	198.18	View chart
Lenz Therapeutics (LENZ)	0.1	$438k		15k	28.87	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$421k	-7%	18k	22.98	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$405k	NEW	17k	23.32	View chart
Palantir Technologies Cl A (PLTR)	0.1	$354k	-36%	4.7k	75.63	View chart
Tesla Motors (TSLA)	0.1	$347k	+3%	860.00	403.84	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$340k	NEW	17k	19.59	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$331k	NEW	9.0k	36.79	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$323k	+7%	1.5k	215.49	View chart
Honeywell International (HON)	0.1	$303k	NEW	1.3k	225.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$301k	+191%	13k	23.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$301k	+9%	5.2k	58.18	View chart
Realty Income (O)	0.1	$282k	+17%	5.3k	53.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$282k	+15%	1.5k	190.47	View chart
Trinity Cap (TRIN)	0.1	$279k	+90%	19k	14.47	View chart
Graphic Packaging Holding Company (GPK)	0.1	$279k	NEW	10k	27.16	View chart
Netflix (NFLX)	0.1	$263k	NEW	295.00	891.32	View chart
Avery Dennison Corporation (AVY)	0.1	$254k	NEW	1.4k	187.13	View chart
Pfizer (PFE)	0.1	$244k	+24%	9.2k	26.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$241k	-28%	1.2k	195.83	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$229k	NEW	321.00	712.33	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$221k		18k	12.27	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$219k		7.3k	29.86	View chart
Corteva (CTVA)	0.1	$215k	NEW	3.8k	56.96	View chart
CSX Corporation (CSX)	0.1	$215k	NEW	6.7k	32.27	View chart
EQT Corporation (EQT)	0.1	$208k	NEW	4.5k	46.11	View chart
Boeing Company (BA)	0.1	$207k	NEW	1.2k	177.00	View chart
Kroger (KR)	0.1	$206k	NEW	3.4k	61.15	View chart
Eli Lilly & Co. (LLY)	0.1	$205k	NEW	265.00	772.00	View chart
Pool Corporation (POOL)	0.1	$204k		598.00	340.98	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$128k	-5%	41k	3.12	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$72k	NEW	19k	3.81	View chart

Past Filings by Rinkey Investments

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

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
Rinkey Investments 2021 Q4 filed Feb. 17, 2022

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