Rinkey Investments

San Diego, CA

$425m in 128 US stocks at the end of 30 June 2026. The top 10 are 57.3% of the money. It changed about 6.6% of the portfolio this quarter.

Value

$425m

Stocks

128

Top 10 share

57.3%

Turnover

6.6%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Scottsdale FDSVGIT
0.2% of the fund
ARK ETF TRARKK
0.1% of the fund
Ishares TRIAGG
0.1% of the fund
Ishares TRITA
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
BroadcomAVGO
<0.1% of the fund
Dimensional ETF TrustDFUV
<0.1% of the fund
IsharesEWY
<0.1% of the fund
CitigroupC
<0.1% of the fund
Roundhill ETF TrustDRAM
<0.1% of the fund
Vanguard Specialized FundsVIG
<0.1% of the fund
BlackstoneBX
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRTFLO
11.5% of the fund
+21%
Vanguard Tax-Managed FDSVEA
5.5% of the fund
+7%
Vanguard Index FDSVTV
5.4% of the fund
+9%
Vanguard BD Index FDSBND
4.0% of the fund
+13%
Ishares TRCMF
3.6% of the fund
+3%
Vanguard Index FDSVTI
3.5% of the fund
+3%
Ishares TRMUB
2.9% of the fund
+4%
Vanguard Index FDSVUG
2.5% of the fund
+8%
Vanguard Index FDSVB
2.4% of the fund
+5%
Vanguard Scottsdale FDSVGLT
1.9% of the fund
+2%
Vanguard Intl Equity Index FVWO
1.6% of the fund
+7%
Invesco QQQ TRQQQ
0.9% of the fund
+8%
MicrosoftMSFT
0.7% of the fund
+7%
Vanguard Scottsdale FDSVGSH
0.5% of the fund
+68%
Spdr Series TrustSPIB
0.5% of the fund
+7%
Vanguard Scottsdale FDSVCIT
0.4% of the fund
+30%
Ishares TRSOXX
0.2% of the fund
+2%
TeslaTSLA
0.2% of the fund
+71%
Vanguard Star FDSVXUS
0.2% of the fund
+7%
Nuveen AMT-Free Municipal Credit Income FundNVG
0.2% of the fund
+24%
Nuveen Municipal Credit Income FundNZF
0.2% of the fund
+24%
IsharesEIS
0.1% of the fund
+10%
Schwab Strategic TRSCHX
0.1% of the fund
+36%
Meta PlatformsMETA
0.1% of the fund
+17%
WalmartWMT
0.1% of the fund
+8%

Cut

Sold some of their stake.

Spdr Series TrustSPTS
1.9% of the fund
-32%
Ishares TRIEI
1.7% of the fund
-41%
AppleAAPL
1.3% of the fund
-2%
Ishares TREMB
0.9% of the fund
-2%
Ishares TRIWD
0.7% of the fund
-8%
Costco WholesaleCOST
0.5% of the fund
-3%
BrookfieldBN
0.4% of the fund
-5%
Vanguard Whitehall FDSVWOB
0.4% of the fund
-2%
ExxonMobil HoldingsXOM
0.3% of the fund
-11%
T-Mobile USTMUS
0.3% of the fund
-35%
AlphabetGOOGL
0.3% of the fund
-20%
RTXRTX
0.2% of the fund
-10%
OracleORCL
0.2% of the fund
-29%
Ishares Bitcoin Trust ETFIBIT
0.2% of the fund
-8%
Select Sector Spdr TRXLU
0.2% of the fund
-8%
Advanced Micro DevicesAMD
0.2% of the fund
-11%
Ishares TRFLOT
0.2% of the fund
-19%
Micron TechnologyMU
0.1% of the fund
-41%
IsharesEEMV
0.1% of the fund
-10%
Ishares TRDGRO
<0.1% of the fund
-12%
Schwab Strategic TRSCHH
<0.1% of the fund
-2%
Eli LillyLLY
<0.1% of the fund
-32%
VisaV
<0.1% of the fund
-8%
AccentureACN
<0.1% of the fund
-27%
Eos Energy EnterprisesEOSE
<0.1% of the fund
-20%

Sold out

Sold their entire stake.

OcugenOCGN
-100%
Ishares TRIWM
-100%
BlackRock Taxable Municipal Bond TrustBBN
-100%
EQTEQT
-100%
Expedia GroupEXPE
-100%
Honeywell InternationalHON
-100%
CortevaCTVA
-100%
Avery DennisonAVY
-100%
LENZ TherapeuticsLENZ
-100%

Holdings

Ishares TRTFLO
Share
11.5%
Value
$49m
Shares
961,211
+21%
Spdr Series TrustSPTM
Share
7.8%
Value
$33m
Shares
363,352
Held
Spdr Index SHS FDSSPDW
Share
7.6%
Value
$32m
Shares
639,738
Held
Vanguard Tax-Managed FDSVEA
Share
5.5%
Value
$24m
Shares
330,467
+7%
Vanguard Charlotte FDSBNDX
Share
5.4%
Value
$23m
Shares
477,491
Held
Vanguard Index FDSVTV
Share
5.4%
Value
$23m
Shares
105,750
+9%
Vanguard BD Index FDSBND
Share
4.0%
Value
$17m
Shares
233,157
+13%
Ishares TRCMF
Share
3.6%
Value
$15m
Shares
266,511
+3%
Vanguard Index FDSVTI
Share
3.5%
Value
$15m
Shares
39,953
+3%
Ishares TRMUB
Share
2.9%
Value
$12m
Shares
115,606
+4%
Vanguard Index FDSVUG
Share
2.5%
Value
$11m
Shares
123,408
+8%
Vanguard Index FDSVB
Share
2.4%
Value
$10m
Shares
33,327
+5%
Vanguard Scottsdale FDSVGLT
Share
1.9%
Value
$8m
Shares
149,291
+2%
Spdr Series TrustSPTS
Share
1.9%
Value
$8m
Shares
278,526
-32%
Ishares TRIEI
Share
1.7%
Value
$7m
Shares
59,819
-41%
Vanguard Intl Equity Index FVWO
Share
1.6%
Value
$7m
Shares
115,190
+7%
Spdr Index SHS FDSSPEM
Share
1.5%
Value
$6m
Shares
119,924
Held
Schwab Strategic TRSCHV
Share
1.4%
Value
$6m
Shares
175,707
Held
Ishares TRIVV
Share
1.4%
Value
$6m
Shares
7,831
Held
AppleAAPL
Share
1.3%
Value
$6m
Shares
19,648
-2%
Spdr Series TrustSPAB
Share
1.3%
Value
$5m
Shares
210,919
Held
Schwab Strategic TRSCHA
Share
1.2%
Value
$5m
Shares
144,667
Held
Ishares TRIEFA
Share
1.1%
Value
$5m
Shares
50,387
Held
Berkshire HathawayBRK-B
Share
1.0%
Value
$4m
Shares
8,274
Held
Ishares TREMB
Share
0.9%
Value
$4m
Shares
40,795
-2%
Invesco QQQ TRQQQ
Share
0.9%
Value
$4m
Shares
5,254
+8%
MicrosoftMSFT
Share
0.7%
Value
$3m
Shares
8,439
+7%
Ishares TRIWD
Share
0.7%
Value
$3m
Shares
11,658
-8%
ProgressivePGR
Share
0.6%
Value
$2m
Shares
11,073
Held
Vanguard World FDVGT
Share
0.6%
Value
$2m
Shares
19,935
Held
Fidelity Merrimack STR TRFBND
Share
0.5%
Value
$2m
Shares
46,065
Held
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
8,787
Held
Vanguard Scottsdale FDSVGSH
Share
0.5%
Value
$2m
Shares
35,656
+68%
Schwab Strategic TRSCHG
Share
0.5%
Value
$2m
Shares
60,688
Held
Costco WholesaleCOST
Share
0.5%
Value
$2m
Shares
2,185
-3%
Spdr Series TrustSPIB
Share
0.5%
Value
$2m
Shares
60,896
+7%
NvidiaNVDA
Share
0.5%
Value
$2m
Shares
10,108
Held
Vanguard Scottsdale FDSVCIT
Share
0.4%
Value
$2m
Shares
22,798
+30%
Spdr Series TrustSPIP
Share
0.4%
Value
$2m
Shares
71,130
Held
BrookfieldBN
Share
0.4%
Value
$2m
Shares
42,547
-5%
Vanguard Whitehall FDSVWOB
Share
0.4%
Value
$1m
Shares
22,253
-2%
Vanguard Malvern FDSVTIP
Share
0.3%
Value
$1m
Shares
29,006
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$1m
Shares
10,480
-11%
Vanguard Index FDSVOO
Share
0.3%
Value
$1m
Shares
1,803
Held
T-Mobile USTMUS
Share
0.3%
Value
$1m
Shares
7,228
-35%
AlphabetGOOGL
Share
0.3%
Value
$1m
Shares
3,382
-20%
Travelers CompaniesTRV
Share
0.3%
Value
$1m
Shares
3,368
Held
International Business MachinesIBM
Share
0.2%
Value
$1m
Shares
3,703
Held
Ishares TRSOXX
Share
0.2%
Value
$1m
Shares
1,610
+2%
RTXRTX
Share
0.2%
Value
$1m
Shares
5,415
-10%
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
2,869
Held
TeslaTSLA
Share
0.2%
Value
$945,088
Shares
2,247
+71%
Vanguard Index FDSVBK
Share
0.2%
Value
$932,185
Shares
2,549
Held
Ishares TRAGG
Share
0.2%
Value
$901,312
Shares
9,106
Held
StrykerSYK
Share
0.2%
Value
$853,846
Shares
2,712
Held
Ishares TRIVW
Share
0.2%
Value
$828,206
Shares
6,022
Held
OracleORCL
Share
0.2%
Value
$780,379
Shares
5,325
-29%
Ishares TRSUB
Share
0.2%
Value
$762,858
Shares
7,165
Held
Vanguard Index FDSVO
Share
0.2%
Value
$743,500
Shares
9,228
Held
Vanguard Scottsdale FDSVGIT
Share
0.2%
Value
$734,360
Shares
12,451
New
Vanguard Index FDSVV
Share
0.2%
Value
$725,650
Shares
2,110
Held
Spdr Gold TRGLD
Share
0.2%
Value
$720,183
Shares
1,955
Held
Vanguard Star FDSVXUS
Share
0.2%
Value
$704,532
Shares
8,241
+7%
Ishares TRMTUM
Share
0.2%
Value
$704,516
Shares
2,055
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.2%
Value
$697,625
Shares
20,956
-8%
Palo Alto NetworksPANW
Share
0.2%
Value
$692,271
Shares
2,030
Held
Select Sector Spdr TRXLU
Share
0.2%
Value
$678,967
Shares
14,975
-8%
Advanced Micro DevicesAMD
Share
0.2%
Value
$672,113
Shares
1,157
-11%
Schwab Strategic TRSCHP
Share
0.2%
Value
$669,178
Shares
25,252
Held
Nuveen AMT-Free Municipal Credit Income FundNVG
Share
0.2%
Value
$657,920
Shares
51,400
+24%
Ishares TRFLOT
Share
0.2%
Value
$655,330
Shares
12,837
-19%
Nuveen Municipal Credit Income FundNZF
Share
0.2%
Value
$645,729
Shares
50,925
+24%
Micron TechnologyMU
Share
0.1%
Value
$614,082
Shares
532
-41%
ARK ETF TRARKK
Share
0.1%
Value
$596,694
Shares
7,383
New
Vanguard Index FDSVBR
Share
0.1%
Value
$581,232
Shares
2,392
Held
Vaneck ETF TrustITM
Share
0.1%
Value
$569,002
Shares
12,109
Held
CrowdStrike HoldingsCRWD
Share
0.1%
Value
$559,382
Shares
733
Held
Ishares TRSHV
Share
0.1%
Value
$545,570
Shares
4,944
Held
IsharesEIS
Share
0.1%
Value
$539,453
Shares
4,469
+10%
Vanguard Intl Equity Index FVT
Share
0.1%
Value
$539,123
Shares
3,435
Held
CSXCSX
Share
0.1%
Value
$534,237
Shares
11,240
Held
Ishares TRIAGG
Share
0.1%
Value
$513,590
Shares
10,150
New
Nuveen AMT Free Qlty MUNXNEAX
Share
0.1%
Value
$510,690
Shares
43,500
Held
Schwab Strategic TRSCHX
Share
0.1%
Value
$502,978
Shares
17,090
+36%
Meta PlatformsMETA
Share
0.1%
Value
$493,001
Shares
875
+17%
WalmartWMT
Share
0.1%
Value
$482,629
Shares
4,261
+8%
IsharesEEMV
Share
0.1%
Value
$473,737
Shares
6,293
-10%
American Centy ETF TRAVUV
Share
0.1%
Value
$463,608
Shares
3,716
+16%
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$455,537
Shares
610
Held
Applied MaterialsAMAT
Share
0.1%
Value
$449,706
Shares
622
Held
Ishares TRGOVT
Share
<0.1%
Value
$411,338
Shares
18,057
Held
Ishares TRDGRO
Share
<0.1%
Value
$354,470
Shares
4,677
-12%
Schwab Strategic TRSCHR
Share
<0.1%
Value
$351,430
Shares
14,251
Held
Ishares TRITA
Share
<0.1%
Value
$342,297
Shares
1,412
New
Butterfly NetworkBFLY
Share
<0.1%
Value
$340,168
Shares
40,400
+32%
Schwab Strategic TRSCHH
Share
<0.1%
Value
$337,748
Shares
14,263
-2%
ChubbCB
Share
<0.1%
Value
$336,310
Shares
987
+20%
American Centy ETF TRAVDE
Share
<0.1%
Value
$320,050
Shares
3,588
+18%
JPMorgan ChaseJPM
Share
<0.1%
Value
$319,801
Shares
977
Held
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$312,808
Shares
655
New

Company	Share of fund	Value	Shares	Change
Ishares TRTFLO	11.5%	$49m	961,211	+21%
Spdr Series TrustSPTM	7.8%	$33m	363,352	Held
Spdr Index SHS FDSSPDW	7.6%	$32m	639,738	Held
Vanguard Tax-Managed FDSVEA	5.5%	$24m	330,467	+7%
Vanguard Charlotte FDSBNDX	5.4%	$23m	477,491	Held
Vanguard Index FDSVTV	5.4%	$23m	105,750	+9%
Vanguard BD Index FDSBND	4.0%	$17m	233,157	+13%
Ishares TRCMF	3.6%	$15m	266,511	+3%
Vanguard Index FDSVTI	3.5%	$15m	39,953	+3%
Ishares TRMUB	2.9%	$12m	115,606	+4%
Vanguard Index FDSVUG	2.5%	$11m	123,408	+8%
Vanguard Index FDSVB	2.4%	$10m	33,327	+5%
Vanguard Scottsdale FDSVGLT	1.9%	$8m	149,291	+2%
Spdr Series TrustSPTS	1.9%	$8m	278,526	-32%
Ishares TRIEI	1.7%	$7m	59,819	-41%
Vanguard Intl Equity Index FVWO	1.6%	$7m	115,190	+7%
Spdr Index SHS FDSSPEM	1.5%	$6m	119,924	Held
Schwab Strategic TRSCHV	1.4%	$6m	175,707	Held
Ishares TRIVV	1.4%	$6m	7,831	Held
AppleAAPL	1.3%	$6m	19,648	-2%
Spdr Series TrustSPAB	1.3%	$5m	210,919	Held
Schwab Strategic TRSCHA	1.2%	$5m	144,667	Held
Ishares TRIEFA	1.1%	$5m	50,387	Held
Berkshire HathawayBRK-B	1.0%	$4m	8,274	Held
Ishares TREMB	0.9%	$4m	40,795	-2%
Invesco QQQ TRQQQ	0.9%	$4m	5,254	+8%
MicrosoftMSFT	0.7%	$3m	8,439	+7%
Ishares TRIWD	0.7%	$3m	11,658	-8%
ProgressivePGR	0.6%	$2m	11,073	Held
Vanguard World FDVGT	0.6%	$2m	19,935	Held
Fidelity Merrimack STR TRFBND	0.5%	$2m	46,065	Held
Amazon.comAMZN	0.5%	$2m	8,787	Held
Vanguard Scottsdale FDSVGSH	0.5%	$2m	35,656	+68%
Schwab Strategic TRSCHG	0.5%	$2m	60,688	Held
Costco WholesaleCOST	0.5%	$2m	2,185	-3%
Spdr Series TrustSPIB	0.5%	$2m	60,896	+7%
NvidiaNVDA	0.5%	$2m	10,108	Held
Vanguard Scottsdale FDSVCIT	0.4%	$2m	22,798	+30%
Spdr Series TrustSPIP	0.4%	$2m	71,130	Held
BrookfieldBN	0.4%	$2m	42,547	-5%
Vanguard Whitehall FDSVWOB	0.4%	$1m	22,253	-2%
Vanguard Malvern FDSVTIP	0.3%	$1m	29,006	Held
ExxonMobil HoldingsXOM	0.3%	$1m	10,480	-11%
Vanguard Index FDSVOO	0.3%	$1m	1,803	Held
T-Mobile USTMUS	0.3%	$1m	7,228	-35%
AlphabetGOOGL	0.3%	$1m	3,382	-20%
Travelers CompaniesTRV	0.3%	$1m	3,368	Held
International Business MachinesIBM	0.2%	$1m	3,703	Held
Ishares TRSOXX	0.2%	$1m	1,610	+2%
RTXRTX	0.2%	$1m	5,415	-10%
AlphabetGOOG	0.2%	$1m	2,869	Held
TeslaTSLA	0.2%	$945,088	2,247	+71%
Vanguard Index FDSVBK	0.2%	$932,185	2,549	Held
Ishares TRAGG	0.2%	$901,312	9,106	Held
StrykerSYK	0.2%	$853,846	2,712	Held
Ishares TRIVW	0.2%	$828,206	6,022	Held
OracleORCL	0.2%	$780,379	5,325	-29%
Ishares TRSUB	0.2%	$762,858	7,165	Held
Vanguard Index FDSVO	0.2%	$743,500	9,228	Held
Vanguard Scottsdale FDSVGIT	0.2%	$734,360	12,451	New
Vanguard Index FDSVV	0.2%	$725,650	2,110	Held
Spdr Gold TRGLD	0.2%	$720,183	1,955	Held
Vanguard Star FDSVXUS	0.2%	$704,532	8,241	+7%
Ishares TRMTUM	0.2%	$704,516	2,055	Held
Ishares Bitcoin Trust ETFIBIT	0.2%	$697,625	20,956	-8%
Palo Alto NetworksPANW	0.2%	$692,271	2,030	Held
Select Sector Spdr TRXLU	0.2%	$678,967	14,975	-8%
Advanced Micro DevicesAMD	0.2%	$672,113	1,157	-11%
Schwab Strategic TRSCHP	0.2%	$669,178	25,252	Held
Nuveen AMT-Free Municipal Credit Income FundNVG	0.2%	$657,920	51,400	+24%
Ishares TRFLOT	0.2%	$655,330	12,837	-19%
Nuveen Municipal Credit Income FundNZF	0.2%	$645,729	50,925	+24%
Micron TechnologyMU	0.1%	$614,082	532	-41%
ARK ETF TRARKK	0.1%	$596,694	7,383	New
Vanguard Index FDSVBR	0.1%	$581,232	2,392	Held
Vaneck ETF TrustITM	0.1%	$569,002	12,109	Held
CrowdStrike HoldingsCRWD	0.1%	$559,382	733	Held
Ishares TRSHV	0.1%	$545,570	4,944	Held
IsharesEIS	0.1%	$539,453	4,469	+10%
Vanguard Intl Equity Index FVT	0.1%	$539,123	3,435	Held
CSXCSX	0.1%	$534,237	11,240	Held
Ishares TRIAGG	0.1%	$513,590	10,150	New
Nuveen AMT Free Qlty MUNXNEAX	0.1%	$510,690	43,500	Held
Schwab Strategic TRSCHX	0.1%	$502,978	17,090	+36%
Meta PlatformsMETA	0.1%	$493,001	875	+17%
WalmartWMT	0.1%	$482,629	4,261	+8%
IsharesEEMV	0.1%	$473,737	6,293	-10%
American Centy ETF TRAVUV	0.1%	$463,608	3,716	+16%
State STR Spdr S&P 500 ETF TSPY	0.1%	$455,537	610	Held
Applied MaterialsAMAT	0.1%	$449,706	622	Held
Ishares TRGOVT	<0.1%	$411,338	18,057	Held
Ishares TRDGRO	<0.1%	$354,470	4,677	-12%
Schwab Strategic TRSCHR	<0.1%	$351,430	14,251	Held
Ishares TRITA	<0.1%	$342,297	1,412	New
Butterfly NetworkBFLY	<0.1%	$340,168	40,400	+32%
Schwab Strategic TRSCHH	<0.1%	$337,748	14,263	-2%
ChubbCB	<0.1%	$336,310	987	+20%
American Centy ETF TRAVDE	<0.1%	$320,050	3,588	+18%
JPMorgan ChaseJPM	<0.1%	$319,801	977	Held
Taiwan Semiconductor ManufacturingTSM	<0.1%	$312,808	655	New

Showing the largest 100 of 128.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.6% since 30 June 2025.

Where the money is

Technology4.0%

Financial services2.1%

Media & telecom1.0%

Retail & consumer0.7%

Everyday goods0.7%

Energy0.4%

Industrials0.4%

Real estate0.4%

Health care0.4%

Materials0.1%

Other89.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.