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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 SPDW SPDR INDEX SHS FDS 694,494.0 $30.8M 7.83% -30K -4.2% $44.41 +13.1%
2 SPTM SPDR SERIES TRUST 368,202.0 $30.4M 7.71% -6K -1.7% $82.50 +9.5%
3 CMF ISHARES TR 193,681.0 $11.1M 2.83% -56K -22.5% $57.46 -1.1%
4 MUB ISHARES TR 87,004.0 $9.3M 2.37% -15K -14.3% $107.11 -0.9%
5 VUG VANGUARD INDEX FDS 18,148.0 $8.9M 2.25% -650.0 -3.5% $487.86 -82.1%
6 EMB ISHARES TR 79,926.0 $7.7M 1.95% -1K -1.4% $96.28 -1.2%
7 BND VANGUARD BD INDEX FDS 84,271.0 $6.2M 1.58% -15K -15.2% $74.07 -1.4%
8 SPEM SPDR INDEX SHS FDS 124,303.0 $5.8M 1.48% -4K -2.9% $46.81 +9.8%
9 AAPL APPLE INC Technology 20,698.0 $5.6M 1.43% -1K -5.4% $271.87 +13.6%
10 SPAB SPDR SERIES TRUST 213,487.0 $5.5M 1.40% -269K -55.8% $25.75 -1.5%
11 VGLT VANGUARD SCOTTSDALE FDS 91,485.0 $5.1M 1.30% -38K -29.2% $55.80 -3.0%
12 SCHA SCHWAB STRATEGIC TR 146,310.0 $4.2M 1.06% -1K -0.8% $28.48 +17.0%
13 VWO VANGUARD INTL EQUITY INDEX F 71,496.0 $3.8M 0.98% -2K -2.5% $53.76 +9.7%
14 IWD ISHARES TR 13,422.0 $2.8M 0.72% -1K -8.4% $210.34 +12.4%
15 AMZN AMAZON COM INC Consumer Cyclical 9,007.0 $2.1M 0.53% -68.0 -0.8% $230.82 +15.4%
16 COST COSTCO WHSL CORP NEW Consumer Defensive 2,340.0 $2.0M 0.51% -146.0 -5.9% $862.34 +19.2%
17 SPIP SPDR SERIES TRUST 70,492.0 $1.8M 0.47% -742.0 -1.0% $25.95 -0.3%
18 VWOB VANGUARD WHITEHALL FDS 22,725.0 $1.5M 0.39% -308.0 -1.3% $67.43 -1.7%
19 VTIP VANGUARD MALVERN FDS 29,983.0 $1.5M 0.38% -268.0 -0.9% $49.46 +1.5%
20 VGT VANGUARD WORLD FD 1,816.0 $1.4M 0.35% -146.0 -7.4% $754.00 -84.6%
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%