Top 50 Rinkey Investments Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 10.32% | 796.8K | $40.3M | -2.81%(-23.03K) | $50.52(-0.01%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.61% | 652.0K | $29.8M | -6.12%(-42.53K) | $33.64(+48.86%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 7.39% | 365.3K | $28.9M | -0.78%(-2.86K) | $53.43(+69.45%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.95% | 483.9K | $23.3M | -35.38%(-264.91K) | $49.10(-1.75%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.08% | 310.2K | $19.9M | -1.51%(-4.75K) | $50.30(+40.77%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.87% | 97.0K | $19.0M | +3.78%(+3.54K) | $171.03(+28.15%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.9% | 206.8K | $15.2M | +145.42%(+122.54K) | $73.75(-0.86%) | 2026-03-31 | |
| CMF | ISHARES TR | 3.77% | 259.0K | $14.7M | +33.71%(+65.28K) | $56.58(+1.78%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.19% | 38.9K | $12.5M | +3.07%(+1.16K) | $232.95(+58.30%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.09% | 102.0K | $12.1M | +0.25%(+253) | $116.46(+0.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.10% | +22.85% |
| Top 20 Holdings Unweighted | +7.76% | +25.13% |
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