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CIK: 0001730774
Total reported value
$424.8M
$424.8M
129 檔
37.3%
At the close of Q4 2025, Rinkey Investments disclosed equity holdings valued at approximately $424.8M, spread across 129 reported holdings.
In Q4 2025, Rinkey Investments displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, BNDX, SPDW) accounted for 37.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 10.51% | +1.14% | +9.96% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.19% | -0.51% | +140.90% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.83% | -0.02% | -4.19% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.71% | +0.38% | -1.67% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.00% | +0.46% | +0.64% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.53% | +0.56% | +3.58% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.22% | +0.29% | +5.99% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.08% | -1.44% | +2.85% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.03% | -1.14% | -0.25% | |
| 10 | CMF | Ishares California Muni Bond | ETF-Other | 2.83% | -0.15% | -22.49% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.37% | -0.10% | -14.32% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.25% | +0.37% | -3.46% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.02% | +0.25% | +0.52% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.95% | -0.07% | -1.37% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.59% | +0.13% | -15.18% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.48% | +0.02% | -2.92% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.03% | -5.40% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.40% | -0.13% | -55.76% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.07% | -0.04% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.32% | +0.07% | — | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.30% | -0.12% | -29.23% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | -0.02% | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.06% | +0.15% | -0.79% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.04% | +20.57% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | — | +20.19% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | +0.13% | -2.49% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.19% | +11.16% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | -0.02% | -8.38% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.64% | +0.01% | +29.71% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.57% | -0.31% | +28.03% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.02% | -0.75% | |
| 32 | BN | Brookfield CORP | Stock-Financials | 0.52% | -0.03% | +108.91% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.10% | -5.87% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | +0.03% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.03% | +2.00% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.48% | -0.01% | +1.77% | |
| 37 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.46% | -0.05% | -1.04% | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.39% | -0.03% | -1.34% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | -0.04% | -0.89% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.10% | +48.25% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.17% | +52.22% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.12% | -7.44% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.03% | +7.59% | |
| 44 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.34% | -0.05% | -25.86% | |
| 45 | OCGN | Ocugen Inc | Stock-Other | 0.34% | -0.48% | EXIT | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.33% | +0.07% | +1.38% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.02% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | +3.20% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.29% | -0.06% | +23.26% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.28% | +0.17% | +32.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | +5.1% | +140.90% | Add |
| 2 | TFLO | Ishares Treasury Floating Ra | +0.5% | +9.96% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +20.57% | Add |
| 4 | BN | Brookfield CORP | +0.1% | +108.91% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +52.22% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +5.99% | Add |
| 7 | RTX | Rtx CORP | +0.1% | +70.59% | Add |
| 8 | PGR | Progressive CORP | +0.1% | +29.71% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.59% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +91.44% | Add |
| 11 | VTV | Vanguard Value ETF | +0.1% | +3.58% | Add |
| 12 | CTVA | Corteva Inc | +0.1% | +116.00% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | +20.19% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.16% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +22.53% | Add |
| 16 | VGSH | Vanguard Short-term Treasury | +0.1% | +32.24% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | 0% | +0.64% | Add |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +2.85% | Add |
| 19 | COST | Costco Wholesale CORP | -0.1% | -5.87% | Trim |
| 20 | LENZ | Lenz Therapeutics Inc | -0.1% | — | Unchanged |
| 21 | FBND | Fidelity Total Bond ETF | -0.1% | -25.86% | Trim |
| 22 | OCGN | Ocugen Inc | -0.1% | -10.92% | Trim |
| 23 | BND | Vanguard Total Bond Market | -0.4% | -15.18% | Trim |
| 24 | MUB | Ishares National Muni Bond E | -0.5% | -14.32% | Trim |
| 25 | VGLT | Vanguard Long-term Treasury | -0.7% | -29.23% | Trim |
| 26 | CMF | Ishares California Muni Bond | -1% | -22.49% | Trim |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | -1.9% | -55.76% | Trim |
| 28 | AON | Aon plc | — | EXIT | Sold out |
| 29 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 30 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | — | NEW | New buy |
| 31 | BLK | BlackRock, Inc. | — | EXIT | Sold out |
| 32 | TGT | Target CORP | — | EXIT | Sold out |
| 33 | EQT | Eqt CORP | — | NEW | New buy |
| 34 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 35 | OKE | Oneok Inc | — | EXIT | Sold out |
| 36 | TXT | Textron Inc | — | NEW | New buy |
| 37 | AEM | Agnico Eagle Mines LTD | — | EXIT | Sold out |
| 38 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 39 | BBN | Blackrock Taxable Muni Bnd | — | NEW | New buy |
| 40 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 41 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 42 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 43 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 44 | CB | Chubb Limited | — | NEW | New buy |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 46 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
| 47 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 48 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 49 | MU | Micron Technology Inc | — | NEW | New buy |
| 50 | GFL | Gfl Environmental Inc-sub Vt | — | NEW | New buy |
According to official SEC Form 13F filings, Rinkey Investments reported a total U.S. public equity portfolio value of $424.8M across 129 disclosed positions in Q4 2025.
During Q4 2025, Rinkey Investments's top holdings by market value included TFLO (10.5%)、BNDX (9.2%)、SPDW (7.8%). The largest single position, TFLO, represented 10.5% of total portfolio value.
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Top New Position Initiated
XNEAX
市值: $505.9K
Top Position Liquidated / Trimmed
AON
前期市值: $1.2M
In Q4 2025, Rinkey Investments made 49 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 8 holdings, and fully liquidating 9 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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