Rinkey Investments
CIK: 0001730774SEC EDGAR →
Portfolio Value
$393.8B
Holdings
129
As of
Q4 2025
New Positions
125
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 819,788 | $41.4B | 10.51% |
| 2 | VANGUARD CHARLOTTE FDS | 748,803 | $36.2B | 9.19% |
| 3 | SPDR INDEX SHS FDS | 694,494 | $30.8B | 7.83% |
| 4 | SPDR SERIES TRUST | 368,202 | $30.4B | 7.71% |
| 5 | VANGUARD TAX-MANAGED FDS | 314,960 | $19.7B | 5.00% |
| 6 | VANGUARD INDEX FDS | 93,497 | $17.9B | 4.53% |
| 7 | VANGUARD INDEX FDS | 37,775 | $12.7B | 3.22% |
| 8 | ISHARES TR | 101,713 | $12.1B | 3.08% |
| 9 | SPDR SERIES TRUST | 406,949 | $11.9B | 3.03% |
| 10 | ISHARES TR | 193,681 | $11.1B | 2.83% |
Quarterly Changes
Top Buys
New Positions (17)
$505.0M · 44K shares
$409.0M · 8K shares
$383.0M · 357 shares
$376.0M · 4K shares
$349.0M · 1K shares
$335.0M · 21K shares
$325.0M · 927 shares
$316.0M · 2K shares
$315.0M · 1K shares
$271.0M · 871 shares
$249.0M · 2K shares
$244.0M · 3K shares
$239.0M · 838 shares
$222.0M · 5K shares
$206.0M · 4K shares
$204.0M · 2K shares
$203.0M · 2K shares
Closed Positions (14)
$1.2B · 3K shares
$580.1M · 3K shares
$487.3M · 45K shares
$466.0M · 5K shares
$379.4M · 5K shares
$351.4M · 2K shares
$299.0M · 17K shares
$257.6M · 3K shares
$254.2M · 6K shares
$222.3M · 1K shares
$207.8M · 630 shares
$201.2M · 5K shares
$69.2M · 73K shares
$45.6M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $339.7B | 86.3% |
| Technology | 15 | $18.3B | 4.6% |
| Unknown | 10 | $14.2B | 3.6% |
| Communication Services | 5 | $5.7B | 1.4% |
| Healthcare | 6 | $4.1B | 1.1% |
| Industrials | 8 | $3.4B | 0.9% |
| Consumer Defensive | 4 | $2.9B | 0.7% |
| Consumer Cyclical | 3 | $2.9B | 0.7% |
| Energy | 3 | $2.0B | 0.5% |
| Basic Materials | 1 | $541.0M | 0.1% |