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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 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTM SPDR SERIES TRUST 363,352.0 $33.0M 7.77% -5K -1.3% $90.79 +2.3%
2 SPDW SPDR INDEX SHS FDS 639,738.0 $32.2M 7.59% -55K -7.9% $50.39 +3.4%
3 BNDX VANGUARD CHARLOTTE FDS 477,491.0 $23.1M 5.44% -271K -36.2% $48.43 -1.3%
4 SPTS SPDR SERIES TRUST 278,526.0 $8.1M 1.90% -128K -31.6% $29.01 -0.1%
5 IEI ISHARES TR 59,819.0 $7.0M 1.65% -42K -41.2% $117.45 -0.7%
6 SPEM SPDR INDEX SHS FDS 119,924.0 $6.2M 1.46% -4K -3.5% $51.78 +1.7%
7 AAPL APPLE INC Technology 19,648.0 $5.7M 1.34% -1K -5.1% $289.36 +8.1%
8 SPAB SPDR SERIES TRUST 210,919.0 $5.4M 1.27% -3K -1.2% $25.52 -1.2%
9 SCHA SCHWAB STRATEGIC TR 144,667.0 $5.2M 1.23% -2K -1.1% $36.13 -4.1%
10 EMB ISHARES TR 40,795.0 $3.9M 0.93% -39K -49.0% $96.44 -1.3%
11 IWD ISHARES TR 11,658.0 $2.8M 0.67% -2K -13.1% $242.43 +6.7%
12 AMZN AMAZON COM INC Consumer Cyclical 8,787.0 $2.1M 0.49% -220.0 -2.4% $238.34 +8.5%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,185.0 $2.0M 0.48% -155.0 -6.6% $935.47 +2.5%
14 NVDA NVIDIA CORPORATION Technology 10,108.0 $2.0M 0.48% -387.0 -3.7% $200.09 +5.3%
15 BN BROOKFIELD CORP Financial Services 42,547.0 $1.8M 0.43% -2K -4.8% $42.59 -1.5%
16 VWOB VANGUARD WHITEHALL FDS 22,253.0 $1.5M 0.35% -472.0 -2.1% $67.24 -1.6%
17 VTIP VANGUARD MALVERN FDS 29,006.0 $1.5M 0.34% -977.0 -3.3% $50.23 -0.9%
18 XOM EXXON MOBIL CORP Energy 10,480.0 $1.4M 0.34% -1K -11.9% $136.72 +17.7%
19 VOO VANGUARD INDEX FDS 1,803.0 $1.2M 0.29% -34.0 -1.9% $686.81 +2.4%
20 TMUS T-MOBILE US INC Communication Services 7,228.0 $1.2M 0.28% -4K -35.0% $167.73 +8.1%
Page 1 of 3  ·  47 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%