13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730774
Total reported value
$424.8M
$424.8M
95 檔
30.0%
According to the latest 13F quarterly dataset, Rinkey Investments managed an equity portfolio of $424.8M at the end of Q1 2025, spanning 95 distinct U.S. exchange-listed positions.
Rinkey Investments executed strategic sector rebalancing during Q1 2025, establishing 12 new positions while fully exiting 7 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPTM, SPDW) accounted for 30.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHA
市值: $2.0M
Top Position Liquidated / Trimmed
IGSB
前期市值: $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 13.17% | +1.14% | -6.00% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.27% | +0.38% | -2.34% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.16% | -0.02% | -5.57% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 5.72% | -0.10% | +45.02% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.12% | +0.46% | +26.15% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.96% | +0.56% | +16.00% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.52% | -0.13% | -2.15% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.05% | -0.51% | +20.71% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.56% | -1.44% | +0.04% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.54% | -1.14% | +13.18% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.75% | +0.29% | -8.45% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.46% | -0.07% | -3.08% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.36% | +0.37% | +11.21% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.31% | +0.25% | -11.62% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.20% | -0.12% | +16.96% | |
| 16 | CMF | Ishares California Muni Bond | ETF-Other | 1.57% | -0.15% | -51.20% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.46% | +0.02% | -16.78% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.03% | -5.07% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.07% | -0.08% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.21% | -0.02% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | +0.13% | -51.15% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.99% | +0.07% | +65.69% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.93% | -0.02% | -12.12% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.04% | -0.28% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 0.77% | +0.01% | — | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.76% | -0.01% | +4.41% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.73% | -0.31% | -0.41% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | — | +0.95% | |
| 29 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.66% | -0.05% | -10.43% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | +0.13% | +79.84% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.64% | +0.15% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.10% | -16.50% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.52% | -0.04% | -12.59% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.50% | +0.07% | — | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.40% | -0.03% | -0.20% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.12% | -0.45% | |
| 37 | BN | Brookfield CORP | Stock-Financials | 0.36% | -0.03% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | -3.21% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.34% | -0.08% | -0.57% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.32% | -0.03% | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.02% | +16.29% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.02% | -0.38% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.17% | — | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.26% | — | +102.96% | |
| 45 | OCGN | Ocugen Inc | Stock-Other | 0.26% | -0.48% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.02% | +5.99% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.26% | -1.01% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.10% | -0.72% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.04% | — | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.20% | -0.06% | -25.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +1.7% | +45.02% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.3% | +26.15% | Add |
| 3 | VTV | Vanguard Value ETF | +0.7% | +16.00% | Add |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.6% | +20.71% | Add |
| 5 | SCHA | Schwab US Small-cap ETF | +0.6% | NEW | New buy |
| 6 | SCHV | Schwab US Large-cap Value | +0.5% | NEW | New buy |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | +0.4% | +13.18% | Add |
| 8 | VCIT | Vanguard Int-term Corporate | +0.4% | +65.69% | Add |
| 9 | VGLT | Vanguard Long-term Treasury | +0.4% | +16.96% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.3% | +79.84% | Add |
| 11 | OCGN | Ocugen Inc | +0.3% | NEW | New buy |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +102.96% | Add |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.28% | Trim |
| 15 | PGR | Progressive CORP | +0.1% | — | Unchanged |
| 16 | TMUS | T-mobile US Inc | +0.1% | -0.41% | Trim |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | NEW | New buy |
| 18 | XLV | Ss Health Care Select Sector | +0.1% | NEW | New buy |
| 19 | VGSH | Vanguard Short-term Treasury | +0.1% | +102.61% | Add |
| 20 | FXI | Ishares China Large-cap ETF | +0.1% | NEW | New buy |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 22 | SCHB | Schwab US Broad Market ETF | +0.1% | NEW | New buy |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | Unchanged |
| 24 | VGK | Vanguard Ftse Europe ETF | +0.1% | NEW | New buy |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | New buy |
| 26 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +0.04% | Add |
| 28 | CSX | Csx CORP | -0.1% | EXIT | Sold out |
| 29 | AMZN | Amazon.com Inc | -0.1% | -3.21% | Trim |
| 30 | EQT | Eqt CORP | -0.1% | EXIT | Sold out |
| 31 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 32 | MSFT | Microsoft CORP | -0.1% | +0.95% | Add |
| 33 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 34 | O | Realty Income CORP | -0.1% | EXIT | Sold out |
| 35 | PLTR | Palantir Technologies Inc-a | -0.1% | EXIT | Sold out |
| 36 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -25.97% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.1% | -16.50% | Trim |
| 38 | PANW | Palo Alto Networks Inc | -0.1% | -49.63% | Trim |
| 39 | IWD | Ishares Russell 1000 Value E | -0.1% | -12.12% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -46.53% | Trim |
| 41 | SPEM | State Street Sp Ptf Em ETF | -0.3% | -16.78% | Trim |
| 42 | AAPL | Apple Inc | -0.3% | -5.07% | Trim |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -0.4% | EXIT | Sold out |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -8.45% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -85.78% | Trim |
| 46 | VB | Vanguard Small-cap ETF | -0.6% | -11.62% | Trim |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.7% | -2.34% | Trim |
| 48 | TFLO | Ishares Treasury Floating Ra | -0.9% | -6.00% | Trim |
| 49 | VWO | Vanguard Ftse Emerging Marke | -1.2% | -51.15% | Trim |
| 50 | CMF | Ishares California Muni Bond | -1.7% | -51.20% | Trim |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 95 disclosed positions in Q1 2025.
During Q1 2025, Rinkey Investments's top holdings by market value included TFLO (13.2%)、SPTM (8.3%)、SPDW (8.2%). The largest single position, TFLO, represented 13.2% of total portfolio value.
In Q1 2025, Rinkey Investments made 48 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 17 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.