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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVW ISHARES TR 5,934.0 $731K 0.19% -297.0 -4.8% $123.26 +10.8%
62 VO VANGUARD INDEX FDS 2,307.0 $670K 0.17% $290.22 -73.1%
63 VV VANGUARD INDEX FDS 2,110.0 $664K 0.17% $314.80 +9.0%
64 SCHP SCHWAB STRATEGIC TR 25,064.0 $664K 0.17% +1K +5.2% $26.49 +0.5%
65 VBK VANGUARD INDEX FDS 2,066.0 $624K 0.16% $302.11 +14.9%
66 ITM VANECK ETF TRUST 12,109.0 $571K 0.14% $47.16 -1.4%
67 SHV ISHARES TR 4,967.0 $547K 0.14% -480.0 -8.8% $110.15 +0.1%
68 CTVA CORTEVA INC Basic Materials 8,072.0 $541K 0.14% +4K +116.0% $67.03 +18.7%
69 VXUS VANGUARD STAR FDS 7,163.0 $540K 0.14% +749.0 +11.7% $75.45 +11.9%
70 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 41,400.0 $524K 0.13% $12.66 -2.8%
71 MTUM ISHARES TR 2,067.0 $517K 0.13% $250.31 +21.3%
72 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 40,925.0 $515K 0.13% $12.58 -2.0%
73 EOSE EOS ENERGY ENTERPRISES INC Industrials 44,877.0 $514K 0.13% -7K -13.6% $11.46 -29.7%
74 VBR VANGUARD INDEX FDS 2,392.0 $507K 0.13% $211.79 +9.9%
75 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 43,500.0 $506K 0.13% NEW $11.63 -2.8%
76 VT VANGUARD INTL EQUITY INDEX F 3,439.0 $485K 0.12% $141.06 +10.3%
77 SOXX ISHARES TR 1,571.0 $473K 0.12% +36.0 +2.4% $301.15 +78.4%
78 TSLA TESLA INC Consumer Cyclical 1,041.0 $468K 0.12% -135.0 -11.5% $449.72 -5.3%
79 EEMV ISHARES INC 6,965.0 $446K 0.11% $64.04 +13.3%
80 WMT WALMART INC Consumer Defensive 3,981.0 $444K 0.11% $111.41 +8.0%
Page 4 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%