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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPAB SPDR SERIES TRUST 210,919.0 $5.4M 1.27% -3K -1.2% $25.52 -1.2%
22 SCHA SCHWAB STRATEGIC TR 144,667.0 $5.2M 1.23% -2K -1.1% $36.13 -3.9%
23 IEFA ISHARES TR 50,387.0 $4.9M 1.15% $96.58 +4.5%
24 BERKSHIRE HATHAWAY INC DEL 8,274.0 $4.1M 0.97% +256.0 +3.2% $500.39
25 EMB ISHARES TR 40,795.0 $3.9M 0.93% -39K -49.0% $96.44 -1.2%
26 QQQ INVESCO QQQ TR Financial Services 5,254.0 $3.9M 0.91% +654.0 +14.2% $736.43 -3.4%
27 MSFT MICROSOFT CORP Technology 8,439.0 $3.1M 0.74% +343.0 +4.2% $373.04 +33.1%
28 IWD ISHARES TR 11,658.0 $2.8M 0.67% -2K -13.1% $242.43 +6.6%
29 PGR PROGRESSIVE CORP Financial Services 11,073.0 $2.4M 0.57% $218.45 +1.9%
30 VGT VANGUARD WORLD FD 19,935.0 $2.4M 0.56% +18K +997.7% $119.52 -1.3%
31 FBND FIDELITY MERRIMACK STR TR 46,065.0 $2.1M 0.49% +17K +57.5% $45.49 -0.8%
32 AMZN AMAZON COM INC Consumer Cyclical 8,787.0 $2.1M 0.49% -220.0 -2.4% $238.34 +9.2%
33 VGSH VANGUARD SCOTTSDALE FDS 35,656.0 $2.1M 0.49% +17K +89.4% $58.20 -0.1%
34 SCHG SCHWAB STRATEGIC TR 60,688.0 $2.1M 0.48% +377.0 +0.6% $33.84 +4.3%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,185.0 $2.0M 0.48% -155.0 -6.6% $935.47 +2.2%
36 SPIB SPDR SERIES TRUST 60,896.0 $2.0M 0.48% +5K +8.0% $33.46 -0.8%
37 NVDA NVIDIA CORPORATION Technology 10,108.0 $2.0M 0.48% -387.0 -3.7% $200.09 +4.8%
38 VCIT VANGUARD SCOTTSDALE FDS 22,798.0 $1.9M 0.44% +7K +47.8% $82.65 -1.4%
39 SPIP SPDR SERIES TRUST 71,130.0 $1.8M 0.43% +638.0 +0.9% $25.68 -1.9%
40 BN BROOKFIELD CORP Financial Services 42,547.0 $1.8M 0.43% -2K -4.8% $42.59 -2.2%
Page 2 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%