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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $425M AUM 128 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 42 Added 47 Reduced 18 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPIP SPDR SERIES TRUST 71,130.0 $1.8M 0.43% +638.0 +0.9% $25.68 -1.9%
22 SOXX ISHARES TR 1,610.0 $1.0M 0.24% +39.0 +2.5% $640.76 -19.6%
23 GOOG ALPHABET INC 2,869.0 $1.0M 0.24% +17.0 +0.6% $353.36
24 TSLA TESLA INC Consumer Cyclical 2,247.0 $945K 0.22% +1K +115.8% $420.60 -17.8%
25 VBK VANGUARD INDEX FDS 2,549.0 $932K 0.22% +483.0 +23.4% $365.71 -2.6%
26 IVW ISHARES TR 6,022.0 $828K 0.20% +88.0 +1.5% $137.53 +0.8%
27 VO VANGUARD INDEX FDS 9,228.0 $744K 0.17% +7K +300.0% $80.57 +3.2%
28 VXUS VANGUARD STAR FDS 8,241.0 $705K 0.17% +1K +15.1% $85.49 +2.7%
29 SCHP SCHWAB STRATEGIC TR 25,252.0 $669K 0.16% +188.0 +0.8% $26.50 -1.7%
30 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 51,400.0 $658K 0.15% +10K +24.1% $12.80 -4.5%
31 NZF NUVEEN MUN CR INCOME FD Financial Services 50,925.0 $646K 0.15% +10K +24.4% $12.68 -3.5%
32 EIS ISHARES INC 4,469.0 $539K 0.13% +3K +142.0% $120.71 +2.5%
33 CSX CSX CORP Industrials 11,240.0 $534K 0.13% +255.0 +2.3% $47.53 +8.9%
34 SCHX SCHWAB STRATEGIC TR 17,090.0 $503K 0.12% +5K +36.6% $29.43 +2.6%
35 WMT WALMART INC Consumer Defensive 4,261.0 $483K 0.11% +280.0 +7.0% $113.27 -7.9%
36 AVUV AMERICAN CENTY ETF TR 3,716.0 $464K 0.11% +1K +51.7% $124.76 +0.8%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 610.0 $456K 0.11% +9.0 +1.5% $746.78 +2.6%
38 CB CHUBB LIMITED Financial Services 987.0 $336K 0.08% +116.0 +13.3% $340.74 +0.9%
39 MO ALTRIA GROUP INC Consumer Defensive 4,188.0 $301K 0.07% +200.0 +5.0% $71.95 -3.9%
40 XBI SPDR SERIES TRUST 1,828.0 $289K 0.07% +153.0 +9.1% $158.25 +6.4%
Page 2 of 3  ·  42 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 36.3%
Financial Services 31.3%
Communication Services 6.9%
Consumer Cyclical 6.6%
Consumer Defensive 6.2%
Industrials 4.9%
Energy 4.1%
Healthcare 3.6%