Rinkey Investments
CIK: 0001730774SEC EDGAR →
Portfolio Value
$393.8M
Holdings
129
As of
Q4 2025
New Positions
125
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 819,788 | $41.4M | 10.51% |
| 2 | VANGUARD CHARLOTTE FDS | 748,803 | $36.2M | 9.19% |
| 3 | SPDR INDEX SHS FDS | 694,494 | $30.8M | 7.83% |
| 4 | SPDR SERIES TRUST | 368,202 | $30.4M | 7.71% |
| 5 | VANGUARD TAX-MANAGED FDS | 314,960 | $19.7M | 5.00% |
| 6 | VANGUARD INDEX FDS | 93,497 | $17.9M | 4.53% |
| 7 | VANGUARD INDEX FDS | 37,775 | $12.7M | 3.22% |
| 8 | ISHARES TR | 101,713 | $12.1M | 3.08% |
| 9 | SPDR SERIES TRUST | 406,949 | $11.9M | 3.03% |
| 10 | ISHARES TR | 193,681 | $11.1M | 2.83% |
Quarterly Changes
Top Buys
New Positions (17)
$505K · 44K shares
$409K · 8K shares
$383K · 357 shares
$376K · 4K shares
$349K · 1K shares
$335K · 21K shares
$325K · 927 shares
$316K · 2K shares
$315K · 1K shares
$271K · 871 shares
$249K · 2K shares
$244K · 3K shares
$239K · 838 shares
$222K · 5K shares
$206K · 4K shares
$204K · 2K shares
$203K · 2K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $339.7M | 86.3% |
| Technology | 15 | $18.3M | 4.6% |
| Unknown | 10 | $14.2M | 3.6% |
| Communication Services | 5 | $5.7M | 1.4% |
| Healthcare | 6 | $4.1M | 1.1% |
| Industrials | 8 | $3.4M | 0.9% |
| Consumer Defensive | 4 | $2.9M | 0.7% |
| Consumer Cyclical | 3 | $2.9M | 0.7% |
| Energy | 3 | $2.0M | 0.5% |
| Basic Materials | 1 | $541K | 0.1% |