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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TFLO ISHARES TR 961,211.0 $48.7M 11.46% +141K +17.2% $50.63 -0.0%
2 SPTM SPDR SERIES TRUST 363,352.0 $33.0M 7.77% -5K -1.3% $90.79 +2.3%
3 SPDW SPDR INDEX SHS FDS 639,738.0 $32.2M 7.59% -55K -7.9% $50.39 +3.4%
4 VEA VANGUARD TAX-MANAGED FDS 330,467.0 $23.5M 5.54% +16K +4.9% $71.25 +3.2%
5 BNDX VANGUARD CHARLOTTE FDS 477,491.0 $23.1M 5.44% -271K -36.2% $48.43 -1.3%
6 VTV VANGUARD INDEX FDS 105,750.0 $23.0M 5.42% +12K +13.1% $217.93 +4.3%
7 BND VANGUARD BD INDEX FDS 233,157.0 $17.1M 4.03% +149K +176.7% $73.41 -1.2%
8 CMF ISHARES TR 266,511.0 $15.4M 3.62% +73K +37.6% $57.64 -2.0%
9 VTI VANGUARD INDEX FDS 39,953.0 $14.8M 3.48% +2K +5.8% $370.05 +2.1%
10 MUB ISHARES TR 115,606.0 $12.4M 2.93% +29K +32.9% $107.62 -2.0%
11 VUG VANGUARD INDEX FDS 123,408.0 $10.6M 2.50% +105K +580.0% $86.14 +1.2%
12 VB VANGUARD INDEX FDS 33,327.0 $10.1M 2.38% +3K +8.2% $303.12 +0.2%
13 VGLT VANGUARD SCOTTSDALE FDS 149,291.0 $8.2M 1.94% +58K +63.2% $55.18 -3.3%
14 SPTS SPDR SERIES TRUST 278,526.0 $8.1M 1.90% -128K -31.6% $29.01 -0.1%
15 IEI ISHARES TR 59,819.0 $7.0M 1.65% -42K -41.2% $117.45 -0.7%
16 VWO VANGUARD INTL EQUITY INDEX F 115,190.0 $6.9M 1.62% +44K +61.1% $59.69 +1.7%
17 SPEM SPDR INDEX SHS FDS 119,924.0 $6.2M 1.46% -4K -3.5% $51.78 +1.7%
18 SCHV SCHWAB STRATEGIC TR 175,707.0 $6.1M 1.44% $34.81 +0.5%
19 IVV ISHARES TR 7,831.0 $5.9M 1.38% $748.91 +2.7%
20 AAPL APPLE INC Technology 19,648.0 $5.7M 1.34% -1K -5.1% $289.36 +8.1%
Page 1 of 7  ·  128 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%