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CIK: 0001730774
Total reported value
$424.8M
$424.8M
100 檔
28.9%
The Q2 2025 SEC filing reveals that Rinkey Investments held a total portfolio value of $424.8M, covering 100 public equity positions.
In Q2 2025, Rinkey Investments displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, SPDW, SPTM) accounted for 28.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 10.36% | +1.14% | -17.06% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.99% | -0.02% | +4.48% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.51% | +0.38% | -1.46% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.67% | +0.46% | -14.26% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.36% | +0.56% | -9.42% | |
| 6 | CMF | Ishares California Muni Bond | ETF-Other | 4.09% | -0.15% | +177.03% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.98% | -0.51% | +2.10% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.94% | -0.13% | -8.27% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.56% | -1.14% | +5.81% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.44% | -1.44% | +1.08% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.08% | +0.29% | +6.81% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 3.04% | -0.10% | -43.49% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.41% | +0.37% | -9.27% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.31% | -0.07% | -3.40% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.07% | -0.12% | +1.68% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.95% | +0.25% | -16.84% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.64% | +0.02% | +9.30% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.47% | +0.13% | +135.29% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.46% | +0.07% | +193.05% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.03% | +14.06% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.07% | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.02% | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.12% | +0.15% | +70.84% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.09% | +0.13% | -10.73% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | — | +15.00% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.04% | +22.15% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.87% | -0.02% | -4.50% | |
| 28 | PGR | Progressive CORP | Stock-Financials | 0.68% | +0.01% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.10% | +4.43% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | -0.31% | — | |
| 31 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.60% | -0.05% | -3.21% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.02% | +58.16% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.54% | -0.01% | -25.16% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | +0.03% | +450.99% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.52% | -0.05% | +222.18% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.03% | +90.29% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.48% | -0.04% | -4.08% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.12% | -2.66% | |
| 39 | BN | Brookfield CORP | Stock-Financials | 0.40% | -0.03% | — | |
| 40 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.39% | -0.03% | -1.19% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.37% | +0.07% | -61.27% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.02% | +4.33% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | -0.06% | +37.73% | |
| 44 | OCGN | Ocugen Inc | Stock-Other | 0.34% | -0.48% | EXIT | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.10% | +3.74% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.32% | -0.03% | — | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.31% | -0.08% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | -0.02% | +1.98% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.02% | +0.39% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.17% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CMF | Ishares California Muni Bond | +2.5% | +177.03% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +1% | +193.05% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +4.48% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.8% | +135.29% | Add |
| 5 | SCHA | Schwab US Small-cap ETF | +0.5% | +70.84% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.4% | +450.99% | Add |
| 7 | FBND | Fidelity Total Bond ETF | +0.4% | +222.18% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +6.81% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +15.00% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | +90.29% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | +58.16% | Add |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | -1.46% | Trim |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | NEW | New buy |
| 14 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +9.30% | Add |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +37.73% | Add |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 18 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 19 | ORCL | Oracle CORP | +0.1% | +3.74% | Add |
| 20 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 21 | INDA | Ishares Msci India ETF | +0.1% | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 24 | OCGN | Ocugen Inc | +0.1% | +1.25% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +53.03% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +87.85% | Add |
| 27 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 28 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | Unchanged |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.15% | Add |
| 32 | VUG | Vanguard Growth ETF | 0% | -9.27% | Trim |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +5.81% | Add |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +2.10% | Add |
| 35 | GPK | Graphic Packaging Holding Co | -0.1% | EXIT | Sold out |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | EXIT | Sold out |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | EXIT | Sold out |
| 38 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | Sold out |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | EXIT | Sold out |
| 40 | TMUS | T-mobile US Inc | -0.1% | — | Unchanged |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | EXIT | Sold out |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | -25.16% | Trim |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | -0.3% | EXIT | Sold out |
| 44 | VB | Vanguard Small-cap ETF | -0.4% | -16.84% | Trim |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.5% | -14.26% | Trim |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | -0.6% | -8.27% | Trim |
| 47 | VTV | Vanguard Value ETF | -0.6% | -9.42% | Trim |
| 48 | VCIT | Vanguard Int-term Corporate | -0.6% | -61.27% | Trim |
| 49 | MUB | Ishares National Muni Bond E | -2.7% | -43.49% | Trim |
| 50 | TFLO | Ishares Treasury Floating Ra | -2.8% | -17.06% | Trim |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 100 disclosed positions in Q2 2025.
During Q2 2025, Rinkey Investments's top holdings by market value included TFLO (10.4%)、SPDW (9.0%)、SPTM (8.5%). The largest single position, TFLO, represented 10.4% of total portfolio value.
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.
Top New Position Initiated
SHV
市值: $660.9K
Top Position Liquidated / Trimmed
TLT
前期市值: $823.7K
In Q2 2025, Rinkey Investments made 47 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 10 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.
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