Rinkey Investments 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI Rinkey Investments | Institutional Filer | ▼ 0.71% | $391.0M | 125 |
Current Portfolio Holdings
Showing all 125 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | — | 797K | $40.3M | 10.32% |
| 2 | SPDW | SPDR INDEX SHS FDS | — | 652K | $29.8M | 7.61% |
| 3 | SPTM | SPDR SERIES TRUST | — | 365K | $28.9M | 7.39% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | — | 484K | $23.3M | 5.95% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 310K | $19.9M | 5.08% |
| 6 | VTV | VANGUARD INDEX FDS | — | 97K | $19.0M | 4.87% |
| 7 | BND | VANGUARD BD INDEX FDS | — | 207K | $15.2M | 3.90% |
| 8 | CMF | ISHARES TR | — | 259K | $14.7M | 3.77% |
| 9 | VTI | VANGUARD INDEX FDS | — | 39K | $12.5M | 3.19% |
| 10 | IEI | ISHARES TR | — | 102K | $12.1M | 3.09% |
| 11 | SPTS | SPDR SERIES TRUST | — | 407K | $11.9M | 3.04% |
| 12 | MUB | ISHARES TR | — | 111K | $11.8M | 3.03% |
| 13 | VB | VANGUARD INDEX FDS | — | 32K | $8.3M | 2.13% |
| 14 | VUG | VANGUARD INDEX FDS | — | 19K | $8.3M | 2.13% |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | — | 146K | $8.1M | 2.06% |
Showing 1 to 15 of 125 holdings