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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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGK VANGUARD INTL EQUITY INDEX F 3,515.0 $311K 0.07% $88.54 +4.7%
102 MO ALTRIA GROUP INC Consumer Defensive 4,188.0 $301K 0.07% +200.0 +5.0% $71.95 -3.9%
103 XLI SELECT SECTOR SPDR TR 1,600.0 $296K 0.07% NEW $185.23 -2.6%
104 XBI SPDR SERIES TRUST 1,828.0 $289K 0.07% +153.0 +9.1% $158.25 +6.4%
105 SPSB SPDR SERIES TRUST 9,456.0 $284K 0.07% +518.0 +5.8% $30.01 -0.1%
106 LLY ELI LILLY & CO Healthcare 229.0 $275K 0.07% -128.0 -35.9% $1199.48 -0.8%
107 XT ISHARES TR 3,266.0 $270K 0.06% $82.63 -0.5%
108 NFLX NETFLIX INC. Communication Services 3,760.0 $268K 0.06% -200.0 -5.0% $71.40 +14.1%
109 BA BOEING CO Industrials 1,204.0 $261K 0.06% +40.0 +3.4% $216.47 -2.0%
110 PTEN PATTERSON-UTI ENERGY INC Energy 28,230.0 $259K 0.06% $9.18 +28.0%
111 V VISA INC Financial Services 751.0 $258K 0.06% -176.0 -19.0% $343.09 +11.9%
112 FXI ISHARES TR 8,071.0 $255K 0.06% $31.59 +12.5%
113 ACN ACCENTURE PLC IRELAND Technology 2,025.0 $252K 0.06% -1K -41.4% $124.44 +45.8%
114 AVGO BROADCOM INC Technology 641.0 $242K 0.06% NEW $377.75 -5.9%
115 TYA SIMPLIFY EXCHANGE TRADED FUN 18,000.0 $230K 0.05% $12.77 -3.1%
116 DFIV DIMENSIONAL ETF TRUST 4,147.0 $224K 0.05% $54.02 +7.8%
117 DFUV DIMENSIONAL ETF TRUST 4,031.0 $222K 0.05% NEW $55.01 +4.4%
118 WOR WORTHINGTON ENTERPRISES INC Industrials 3,994.0 $215K 0.05% $53.76 +7.8%
119 EWY ISHARES INC 1,060.0 $214K 0.05% NEW $201.90 -11.3%
120 C CITIGROUP INC Financial Services 1,517.0 $212K 0.05% -800.0 -34.5% $139.96 -4.6%
Page 6 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%