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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 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGLT VANGUARD SCOTTSDALE FDS 91,485.0 $5.1M 1.30% -38K -29.2% $55.80 -3.0%
22 IEFA ISHARES TR 50,383.0 $4.5M 1.15% $89.46 +8.7%
23 SCHA SCHWAB STRATEGIC TR 146,310.0 $4.2M 1.06% -1K -0.8% $28.48 +17.0%
24 BERKSHIRE HATHAWAY INC DEL 8,018.0 $4.0M 1.02% +1K +20.6% $502.65
25 MSFT MICROSOFT CORP Technology 8,096.0 $3.9M 0.99% +1K +20.2% $483.63 -13.5%
26 VWO VANGUARD INTL EQUITY INDEX F 71,496.0 $3.8M 0.98% -2K -2.5% $53.76 +9.7%
27 QQQ INVESCO QQQ TR Financial Services 4,600.0 $2.8M 0.72% +462.0 +11.2% $614.33 +16.8%
28 IWD ISHARES TR 13,422.0 $2.8M 0.72% -1K -8.4% $210.34 +12.4%
29 PGR PROGRESSIVE CORP Financial Services 11,073.0 $2.5M 0.64% +3K +29.7% $227.72 -12.4%
30 TMUS T-MOBILE US INC Communication Services 11,128.0 $2.3M 0.57% +2K +28.0% $203.04 -5.7%
31 AMZN AMAZON COM INC Consumer Cyclical 9,007.0 $2.1M 0.53% -68.0 -0.8% $230.82 +15.4%
32 BN BROOKFIELD CORP Financial Services 44,717.0 $2.1M 0.52% +23K +108.9% $45.89 -1.1%
33 COST COSTCO WHSL CORP NEW Consumer Defensive 2,340.0 $2.0M 0.51% -146.0 -5.9% $862.34 +19.2%
34 SCHG SCHWAB STRATEGIC TR 60,311.0 $2.0M 0.50% $32.62 +5.4%
35 NVDA NVIDIA CORPORATION Technology 10,495.0 $2.0M 0.50% +206.0 +2.0% $186.50 +15.5%
36 SPIB SPDR SERIES TRUST 56,364.0 $1.9M 0.48% +978.0 +1.8% $33.81 -1.4%
37 SPIP SPDR SERIES TRUST 70,492.0 $1.8M 0.47% -742.0 -1.0% $25.95 -0.3%
38 VWOB VANGUARD WHITEHALL FDS 22,725.0 $1.5M 0.39% -308.0 -1.3% $67.43 -1.7%
39 VTIP VANGUARD MALVERN FDS 29,983.0 $1.5M 0.38% -268.0 -0.9% $49.46 +1.5%
40 ORCL ORACLE CORP Technology 7,439.0 $1.4M 0.37% +2K +48.2% $194.91 -1.5%
Page 2 of 7  ·  129 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%