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Rinkey Investments

Portfolio Manager
Rinkey Investments
Performance
-0.63% (2026 Q1)
AUM (13F)
$390.97M
# of Holdings
125
Performance Rank
Allocation (Top 20)
74.57%

Rinkey Investments Holdings Map

Top 50 Rinkey Investments Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TFLO
ISHARES TR
10.32%796.8K$40.3M
-2.81%(-23.03K)
2025-Q1: 820.6K shares2025-Q2: 680.6K shares2025-Q3: 745.5K shares2025-Q4: 819.8K shares2026-Q1: 796.8K shares
$50.52(-0.01%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
7.61%652.0K$29.8M
-6.12%(-42.53K)
2025-Q1: 707.1K shares2025-Q2: 738.7K shares2025-Q3: 724.9K shares2025-Q4: 694.5K shares2026-Q1: 652.0K shares
$33.64(+48.86%)
2026-03-31
SPTM
SPDR SERIES TRUST
7.39%365.3K$28.9M
-0.78%(-2.86K)
2025-Q1: 383.7K shares2025-Q2: 378.0K shares2025-Q3: 374.5K shares2025-Q4: 368.2K shares2026-Q1: 365.3K shares
$53.43(+69.45%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
5.95%483.9K$23.3M
-35.38%(-264.91K)
2025-Q1: 262.1K shares2025-Q2: 267.6K shares2025-Q3: 310.8K shares2025-Q4: 748.8K shares2026-Q1: 483.9K shares
$49.10(-1.75%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
5.08%310.2K$19.9M
-1.51%(-4.75K)
2025-Q1: 317.9K shares2025-Q2: 272.5K shares2025-Q3: 312.9K shares2025-Q4: 315.0K shares2026-Q1: 310.2K shares
$50.30(+40.77%)
2026-03-31
VTV
VANGUARD INDEX FDS
4.87%97.0K$19.0M
+3.78%(+3.54K)
2025-Q1: 90.5K shares2025-Q2: 82.0K shares2025-Q3: 90.3K shares2025-Q4: 93.5K shares2026-Q1: 97.0K shares
$171.03(+28.15%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.9%206.8K$15.2M
+145.42%(+122.54K)
2025-Q1: 28.2K shares2025-Q2: 66.2K shares2025-Q3: 99.3K shares2025-Q4: 84.3K shares2026-Q1: 206.8K shares
$73.75(-0.86%)
2026-03-31
CMF
ISHARES TR
3.77%259.0K$14.7M
+33.71%(+65.28K)
2025-Q1: 88.2K shares2025-Q2: 244.3K shares2025-Q3: 249.9K shares2025-Q4: 193.7K shares2026-Q1: 259.0K shares
$56.58(+1.78%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.19%38.9K$12.5M
+3.07%(+1.16K)
2025-Q1: 31.6K shares2025-Q2: 33.8K shares2025-Q3: 35.6K shares2025-Q4: 37.8K shares2026-Q1: 38.9K shares
$232.95(+58.30%)
2026-03-31
IEI
ISHARES TR
3.09%102.0K$12.1M
+0.25%(+253)
2025-Q1: 95.1K shares2025-Q2: 96.2K shares2025-Q3: 98.9K shares2025-Q4: 101.7K shares2026-Q1: 102.0K shares
$116.46(+0.56%)
2026-03-31

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