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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $394M AUM 129 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 36 Added 36 Reduced 14 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TFLO ISHARES TR 819,788.0 $41.4M 10.51% +74K +10.0% $50.46 +0.3%
2 BNDX VANGUARD CHARLOTTE FDS 748,803.0 $36.2M 9.19% +438K +140.9% $48.32 -0.5%
3 VEA VANGUARD TAX-MANAGED FDS 314,960.0 $19.7M 5.00% +2K +0.6% $62.47 +12.8%
4 VTV VANGUARD INDEX FDS 93,497.0 $17.9M 4.54% +3K +3.6% $190.99 +10.4%
5 VTI VANGUARD INDEX FDS 37,775.0 $12.7M 3.22% +2K +6.0% $335.28 +9.4%
6 IEI ISHARES TR 101,713.0 $12.1M 3.08% +3K +2.9% $119.35 -1.9%
7 VB VANGUARD INDEX FDS 30,813.0 $7.9M 2.02% +160.0 +0.5% $257.95 +12.1%
8 BERKSHIRE HATHAWAY INC DEL 8,018.0 $4.0M 1.02% +1K +20.6% $502.65
9 MSFT MICROSOFT CORP Technology 8,096.0 $3.9M 0.99% +1K +20.2% $483.63 -13.5%
10 QQQ INVESCO QQQ TR Financial Services 4,600.0 $2.8M 0.72% +462.0 +11.2% $614.33 +16.8%
11 PGR PROGRESSIVE CORP Financial Services 11,073.0 $2.5M 0.64% +3K +29.7% $227.72 -12.4%
12 TMUS T-MOBILE US INC Communication Services 11,128.0 $2.3M 0.57% +2K +28.0% $203.04 -5.7%
13 BN BROOKFIELD CORP Financial Services 44,717.0 $2.1M 0.52% +23K +108.9% $45.89 -1.1%
14 NVDA NVIDIA CORPORATION Technology 10,495.0 $2.0M 0.50% +206.0 +2.0% $186.50 +15.5%
15 SPIB SPDR SERIES TRUST 56,364.0 $1.9M 0.48% +978.0 +1.8% $33.81 -1.4%
16 ORCL ORACLE CORP Technology 7,439.0 $1.4M 0.37% +2K +48.2% $194.91 -1.5%
17 XOM EXXON MOBIL CORP Energy 11,890.0 $1.4M 0.36% +4K +52.2% $120.34 +28.7%
18 GOOGL ALPHABET INC Communication Services 4,326.0 $1.4M 0.34% +305.0 +7.6% $313.04 +22.3%
19 VCIT VANGUARD SCOTTSDALE FDS 15,430.0 $1.3M 0.33% +210.0 +1.4% $83.75 -1.8%
20 VOO VANGUARD INDEX FDS 1,837.0 $1.2M 0.29% +57.0 +3.2% $627.16 +9.3%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 27.9%
Communication Services 10.5%
Healthcare 7.7%
Industrials 6.7%
Consumer Defensive 5.4%
Consumer Cyclical 5.4%
Energy 3.7%
Basic Materials 1.0%