Rinkey Investments

Est. AUM

$391.0M

13F long equity, this entity only

Positions

125

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	TRS FLT RT BD	$40.3M	796761	10.32%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$29.8M	651963	7.61%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$28.9M	365339	7.39%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$23.3M	483891	5.95%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$19.9M	310210	5.08%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$19.0M	97032	4.87%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$15.2M	206814	3.90%	SOLE
8	ISHARES TR	CALIF MUN BD ETF	$14.7M	258963	3.77%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$12.5M	38935	3.19%	SOLE
10	ISHARES TR	3 7 YR TREAS BD	$12.1M	101966	3.09%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$11.9M	407126	3.04%	SOLE
12	ISHARES TR	NATIONAL MUN ETF	$11.8M	111456	3.03%	SOLE
13	VANGUARD INDEX FDS	SMALL CP ETF	$8.3M	31727	2.13%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$8.3M	19025	2.13%	SOLE
15	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$8.1M	145711	2.06%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.8M	108056	1.49%	SOLE
17	SPDR INDEX SHS FDS	STATE STREET SPD	$5.6M	120320	1.44%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	213563	1.40%	SOLE
19	SCHWAB STRATEGIC TR	US LCAP VA ETF	$5.4M	175707	1.37%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$5.1M	7831	1.31%	SOLE
21	APPLE INC	COM	$5.1M	20115	1.31%	SOLE
22	ISHARES TR	CORE MSCI EAFE	$4.6M	50383	1.17%	SOLE
23	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.2M	144749	1.08%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	8271	1.01%	SOLE
25	ISHARES TR	JPMORGAN USD EMG	$3.9M	41756	1.00%	SOLE
26	MICROSOFT CORP	COM	$2.9M	7862	0.74%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$2.8M	4858	0.72%	SOLE
28	ISHARES TR	RUS 1000 VAL ETF	$2.7M	12639	0.69%	SOLE
29	T-MOBILE US INC	COM	$2.3M	11128	0.60%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$2.2M	2258	0.58%	SOLE
31	PROGRESSIVE CORP	COM	$2.2M	11073	0.56%	SOLE
32	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.1M	46147	0.54%	SOLE
33	EXXON MOBIL CORP	COM	$2.0M	11740	0.51%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	57000	0.49%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	72051	0.48%	SOLE
36	OCUGEN INC	COM	$1.9M	1032989	0.48%	SOLE
37	AMAZON COM INC	COM	$1.8M	8833	0.47%	SOLE
38	BROOKFIELD CORP	CL A LTD VT SH	$1.8M	44717	0.46%	SOLE
39	NVIDIA CORPORATION	COM	$1.8M	10146	0.45%	SOLE
40	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	60311	0.45%	SOLE
41	VANGUARD WORLD FD	INF TECH ETF	$1.7M	2491	0.44%	SOLE
42	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.5M	22725	0.38%	SOLE
43	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.5M	29494	0.38%	SOLE
44	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	17569	0.37%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	21249	0.32%	SOLE
46	ALPHABET INC	CAP STK CL A	$1.2M	4242	0.31%	SOLE
47	JOHNSON & JOHNSON	COM	$1.2M	4954	0.31%	SOLE
48	RTX CORPORATION	COM	$1.2M	5993	0.30%	SOLE
49	ORACLE CORP	COM	$1.1M	7449	0.28%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1793	0.27%	SOLE

1–50 of 125

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.