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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $377M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 126 New
Page 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BN BROOKFIELD CORP Financial Services 21,405.0 $1.5M 0.39% NEW $68.58 -33.8%
42 VGT VANGUARD WORLD FD 1,962.0 $1.5M 0.39% NEW $746.83 -84.5%
43 ORCL ORACLE CORP Technology 5,018.0 $1.4M 0.37% NEW $281.24 -31.7%
44 VCIT VANGUARD SCOTTSDALE FDS 15,220.0 $1.3M 0.34% NEW $84.11 -2.2%
45 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,561.0 $1.2M 0.32% NEW $65.00 -33.9%
46 AON AON PLC Financial Services 3,376.0 $1.2M 0.32% NEW $356.58 -8.9%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 4,045.0 $1.1M 0.30% NEW $282.16 -10.0%
48 VOO VANGUARD INDEX FDS 1,780.0 $1.1M 0.29% NEW $612.54 +11.9%
49 SYK STRYKER CORPORATION Healthcare 2,712.0 $1.0M 0.27% NEW $369.67 -14.4%
50 AGG ISHARES TR 9,881.0 $991K 0.26% NEW $100.25 -1.8%
51 GOOGL ALPHABET INC Communication Services 4,021.0 $978K 0.26% NEW $243.10 +57.5%
52 SUB ISHARES TR 9,058.0 $967K 0.26% NEW $106.78 -0.5%
53 TRV TRAVELERS COMPANIES INC Financial Services 3,368.0 $940K 0.25% NEW $279.22 +9.8%
54 XOM EXXON MOBIL CORP Energy 7,811.0 $881K 0.23% NEW $112.75 +37.4%
55 ACN ACCENTURE PLC IRELAND Technology 3,479.0 $858K 0.23% NEW $246.60 -27.3%
56 VGSH VANGUARD SCOTTSDALE FDS 14,235.0 $838K 0.22% NEW $58.85 -1.1%
57 GLD SPDR GOLD TR Financial Services 2,317.0 $824K 0.22% NEW $355.47 +16.4%
58 JNJ JOHNSON & JOHNSON Healthcare 4,235.0 $785K 0.21% NEW $185.42 +26.4%
59 IVW ISHARES TR 6,231.0 $752K 0.20% NEW $120.72 +13.2%
60 LENZ LENZ THERAPEUTICS INC Healthcare 15,186.0 $707K 0.19% NEW $46.58 -83.8%
Page 3 of 7  ·  126 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 32.3%
Financial Services 27.6%
Communication Services 9.4%
Healthcare 9.0%
Consumer Defensive 7.5%
Consumer Cyclical 5.1%
Industrials 4.4%
Energy 3.5%
Basic Materials 1.2%
Real Estate 0.1%