Rinkey Investments

Rinkey Investments as of June 30, 2025

Portfolio Holdings for Rinkey Investments

Rinkey Investments holds 100 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr TRS FLT RT BD (TFLO) 10.4 $35M 681k 50.65
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.0 $30M 739k 40.49
Spdr Series Trust Portfoli S&p1500 (SPTM) 8.5 $28M 378k 74.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $16M 273k 57.01
Vanguard Index Fds Value Etf (VTV) 4.4 $15M 82k 176.74
Ishares Tr Calif Mun Bd Etf (CMF) 4.1 $14M 244k 55.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.0 $13M 268k 49.51
Spdr Series Trust Portfolio Agrgte (SPAB) 3.9 $13M 512k 25.60
Spdr Series Trust Portfolio Sh Tsr (SPTS) 3.6 $12M 404k 29.29
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.4 $12M 96k 119.09
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $10M 34k 303.93
Ishares Tr National Mun Etf (MUB) 3.0 $10M 97k 104.48
Vanguard Index Fds Growth Etf (VUG) 2.4 $8.0M 18k 438.40
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $7.7M 83k 92.62
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.1 $6.9M 123k 56.12
Vanguard Index Fds Small Cp Etf (VB) 1.9 $6.5M 27k 236.98
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $5.5M 128k 42.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $4.9M 66k 73.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $4.9M 176k 27.67
Apple (AAPL) 1.4 $4.6M 23k 205.17
Ishares Tr Core S&p500 Etf (IVV) 1.3 $4.4M 7.1k 620.92
Ishares Tr Core Msci Eafe (IEFA) 1.3 $4.2M 50k 83.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $3.7M 148k 25.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.6M 73k 49.46
Microsoft Corporation (MSFT) 1.0 $3.3M 6.7k 497.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.1M 6.4k 485.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $2.9M 15k 194.23
Progressive Corporation (PGR) 0.7 $2.3M 8.5k 266.86
Costco Wholesale Corporation (COST) 0.7 $2.2M 2.2k 989.94
Metropcs Communications (TMUS) 0.6 $2.1M 8.7k 238.26
Spdr Series Trust Portfli Tips Etf (SPIP) 0.6 $2.0M 77k 26.06
Amazon (AMZN) 0.6 $2.0M 9.1k 219.39
Spdr Series Trust Portfolio Intrmd (SPIB) 0.5 $1.8M 54k 33.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.8M 60k 29.21
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $1.7M 38k 45.75
NVIDIA Corporation (NVDA) 0.5 $1.6M 10k 157.99
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.6M 32k 50.27
Vanguard World Inf Tech Etf (VGT) 0.4 $1.4M 2.2k 663.14
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $1.3M 21k 61.85
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $1.3M 20k 65.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.2M 15k 82.92
International Business Machines (IBM) 0.4 $1.2M 4.1k 294.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.1M 19k 61.21
Ocugen (OCGN) 0.3 $1.1M 1.2M 0.97
Oracle Corporation (ORCL) 0.3 $1.1M 5.0k 218.63
Stryker Corporation (SYK) 0.3 $1.1M 2.7k 395.63
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.0M 3.5k 298.89
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.0M 10k 99.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $867k 1.5k 567.85
Exxon Mobil Corporation (XOM) 0.3 $842k 7.8k 107.80
Spdr Gold Tr Gold Shs (GLD) 0.2 $706k 2.3k 304.83
Alphabet Cap Stk Cl A (GOOGL) 0.2 $671k 3.8k 176.23
Johnson & Johnson (JNJ) 0.2 $663k 4.3k 152.75
Ishares Tr Short Treas Bd (SHV) 0.2 $661k 6.0k 110.42
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $650k 11k 58.78
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $626k 24k 26.68
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $572k 2.1k 276.94
Crowdstrike Hldgs Cl A (CRWD) 0.2 $501k 984.00 509.31
Nuveen Insd Dividend Advantage (NVG) 0.1 $494k 41k 11.93
Alphabet Cap Stk Cl C (GOOG) 0.1 $494k 2.8k 177.40
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $488k 41k 11.92
BlackRock Insured Municipal Income Trust (BYM) 0.1 $470k 45k 10.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $467k 2.4k 195.01
Palantir Technologies Cl A (PLTR) 0.1 $452k 3.3k 136.32
Lenz Therapeutics (LENZ) 0.1 $445k 15k 29.31
Oneok (OKE) 0.1 $429k 5.3k 81.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $429k 6.2k 69.09
Netflix (NFLX) 0.1 $425k 317.00 1339.13
Palo Alto Networks (PANW) 0.1 $422k 2.1k 204.64
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $415k 18k 22.98
Tesla Motors (TSLA) 0.1 $401k 1.3k 317.66
Wal-Mart Stores (WMT) 0.1 $388k 4.0k 97.78
Ishares Tr Msci India Etf (INDA) 0.1 $369k 6.6k 55.68
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $366k 1.5k 238.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $365k 591.00 617.85
Ishares Tr Broad Usd High (USHY) 0.1 $338k 9.0k 37.51
JPMorgan Chase & Co. (JPM) 0.1 $332k 1.1k 289.80
Ishares Tr Russell 2000 Etf (IWM) 0.1 $321k 1.5k 215.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $320k 18k 18.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $306k 13k 24.44
Ishares Tr China Lg-cap Etf (FXI) 0.1 $297k 8.1k 36.76
Honeywell International (HON) 0.1 $285k 1.2k 232.90
Corteva (CTVA) 0.1 $281k 3.8k 74.53
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $272k 3.5k 77.50
Worthington Industries (WOR) 0.1 $254k 4.0k 63.64
Altria (MO) 0.1 $251k 4.3k 58.63
Spdr Series Trust Portfolio Short (SPSB) 0.1 $248k 8.2k 30.19
Boeing Company (BA) 0.1 $245k 1.2k 209.53
Ishares Gold Tr Ishares New (IAU) 0.1 $245k 3.9k 62.36
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $243k 18k 13.49
Kroger (KR) 0.1 $242k 3.4k 71.73
Patriot Natl Bancorp Com New (PNBK) 0.1 $231k 152k 1.52
CSX Corporation (CSX) 0.1 $222k 6.8k 32.63
Meta Platforms Cl A (META) 0.1 $219k 297.00 738.42
Ishares Tr Us Aer Def Etf (ITA) 0.1 $217k 1.1k 188.64
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $211k 1.0k 204.67
Visa Com Cl A (V) 0.1 $203k 573.00 355.05
Trinity Cap (TRIN) 0.1 $168k 12k 14.07
Clearpoint Neuro (CLPT) 0.0 $122k 10k 11.94
Butterfly Network Com Cl A (BFLY) 0.0 $83k 42k 2.00