The Analysis of Rinkey Investments's Holdings
Currently, Rinkey Investments holds 129 types of securities in its portfolio with a total value $393.8M. In the most recent quarter, they have increased their positions in BNDX (+438.0K shares, valued at $21.2M), TFLO (+74.3K shares, valued at $3.7M), BN (+23.3K shares, valued at $1.1M); decreased their positions in SPAB (-269.1K shares, valued at $6.9M), CMF (-56.2K shares, valued at $3.2M), VGLT (-37.8K shares, valued at $2.1M); initiated new positions in NEA (+43.5K shares, valued at $505.9K), N/A (+7.6K shares, valued at $409.7K), LLY (+357 shares, valued at $383.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TFLO ISHARES TR819.8K shares9.97%2025-12-312026-02-04
BNDX VANGUARD CHARLOTTE FDS748.8K shares140.90%2025-12-312026-02-04 SPDW SPDR INDEX SHS FDS694.5K shares-4.19%2025-12-312026-02-04 SPTM SPDR SERIES TRUST368.2K shares-1.67%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS315.0K shares0.64%2025-12-312026-02-04 VTV VANGUARD INDEX FDS93.5K shares3.58%2025-12-312026-02-04 VTI VANGUARD INDEX FDS37.8K shares5.99%2025-12-312026-02-04 IEI ISHARES TR101.7K shares2.85%2025-12-312026-02-04 SPTS SPDR SERIES TRUST406.9K shares-0.25%2025-12-312026-02-04 CMF ISHARES TR193.7K shares-22.49%2025-12-312026-02-04 MUB ISHARES TR87.0K shares-14.32%2025-12-312026-02-04 VUG VANGUARD INDEX FDS18.1K shares-3.46%2025-12-312026-02-04 VB VANGUARD INDEX FDS30.8K shares0.52%2025-12-312026-02-04 EMB ISHARES TR79.9K shares-1.37%2025-12-312026-02-04 BND VANGUARD BD INDEX FDS84.3K shares-15.18%2025-12-312026-02-04 SPEM SPDR INDEX SHS FDS124.3K shares-2.92%2025-12-312026-02-04 AAPL APPLE INC20.7K shares-5.40%2025-12-312026-02-04 SPAB SPDR SERIES TRUST213.5K shares-55.76%2025-12-312026-02-04 IVV ISHARES TR7.8K shares-0.04%2025-12-312026-02-04 SCHV SCHWAB STRATEGIC TR175.7K shares0.00%2025-12-312026-02-04 VGLT VANGUARD SCOTTSDALE FDS91.5K shares-29.23%2025-12-312026-02-04 IEFA ISHARES TR50.4K shares0.00%2025-12-312026-02-04 SCHA SCHWAB STRATEGIC TR146.3K shares-0.79%2025-12-312026-02-04 MSFT MICROSOFT CORP8.1K shares20.19%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F71.5K shares-2.49%2025-12-312026-02-04 IWD ISHARES TR13.4K shares-8.38%2025-12-312026-02-04 PGR PROGRESSIVE CORP11.1K shares29.71%2025-12-312026-02-04 TMUS T-MOBILE US INC11.1K shares28.03%2025-12-312026-02-04 AMZN AMAZON COM INC9.0K shares-0.75%2025-12-312026-02-04 BN BROOKFIELD CORP44.7K shares108.91%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW2.3K shares-5.87%2025-12-312026-02-04 SCHG SCHWAB STRATEGIC TR60.3K shares0.00%2025-12-312026-02-04 NVDA NVIDIA CORPORATION10.5K shares2.00%2025-12-312026-02-04 SPIB SPDR SERIES TRUST56.4K shares1.77%2025-12-312026-02-04 SPIP SPDR SERIES TRUST70.5K shares-1.04%2025-12-312026-02-04 VWOB VANGUARD WHITEHALL FDS22.7K shares-1.34%2025-12-312026-02-04 VTIP VANGUARD MALVERN FDS30.0K shares-0.89%2025-12-312026-02-04 ORCL ORACLE CORP7.4K shares48.25%2025-12-312026-02-04 XOM EXXON MOBIL CORP11.9K shares52.22%2025-12-312026-02-04 VGT VANGUARD WORLD FD1.8K shares-7.44%2025-12-312026-02-04 ALPHABET INC ALPHABET INC4.3K shares7.59%2025-12-312026-02-04 FBND FIDELITY MERRIMACK STR TR29.3K shares-25.86%2025-12-312026-02-04 OCGN OCUGEN INC991.2K shares-10.92%2025-12-312026-02-04 VCIT VANGUARD SCOTTSDALE FDS15.4K shares1.38%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS4.0K shares0.00%2025-12-312026-02-04 IBIT ISHARES BITCOIN TRUST ETF22.9K shares23.26%2025-12-312026-02-04 VGSH VANGUARD SCOTTSDALE FDS18.8K shares32.24%2025-12-312026-02-04 RTX RTX CORPORATION6.0K shares70.59%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON5.2K shares22.53%2025-12-312026-02-04 AGG ISHARES TR10.0K shares0.71%2025-12-312026-02-04 TRV TRAVELERS COMPANIES INC3.4K shares0.00%2025-12-312026-02-04 SUB ISHARES TR9.1K shares0.00%2025-12-312026-02-04 SYK STRYKER CORPORATION2.7K shares0.00%2025-12-312026-02-04 ALPHABET INC ALPHABET INC2.9K shares1.89%2025-12-312026-02-04 GLD SPDR GOLD TR2.0K shares-12.73%2025-12-312026-02-04 META META PLATFORMS INC1.2K shares91.44%2025-12-312026-02-04 IVW ISHARES TR5.9K shares-4.77%2025-12-312026-02-04 VO VANGUARD INDEX FDS2.3K shares0.00%2025-12-312026-02-04 VV VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-02-04 SCHP SCHWAB STRATEGIC TR25.1K shares5.15%2025-12-312026-02-04 VBK VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-02-04 ITM VANECK ETF TRUST12.1K shares0.00%2025-12-312026-02-04 SHV ISHARES TR5.0K shares-8.81%2025-12-312026-02-04 CTVA CORTEVA INC8.1K shares116.00%2025-12-312026-02-04 VXUS VANGUARD STAR FDS7.2K shares11.68%2025-12-312026-02-04 NVG NUVEEN AMT FREE MUN CR INC F41.4K shares0.00%2025-12-312026-02-04 MTUM ISHARES TR2.1K shares0.00%2025-12-312026-02-04 NZF NUVEEN MUNICIPAL CREDIT INC40.9K shares0.00%2025-12-312026-02-04 EOSE EOS ENERGY ENTERPRISES INC44.9K shares-13.58%2025-12-312026-02-04 VBR VANGUARD INDEX FDS2.4K shares0.00%2025-12-312026-02-04 NEA NUVEEN AMT FREE QLTY MUN INC43.5K sharesnew addition2025-12-312026-02-04 VT VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2025-12-312026-02-04 SOXX ISHARES TR1.6K shares2.35%2025-12-312026-02-04 TSLA TESLA INC1.0K shares-11.48%2025-12-312026-02-04 EEMV ISHARES INC7.0K shares0.00%2025-12-312026-02-04 WMT WALMART INC4.0K shares0.00%2025-12-312026-02-04 CRWD CROWDSTRIKE HLDGS INC928 shares-1.38%2025-12-312026-02-04 GOVT ISHARES TR18.1K shares0.00%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR601 shares0.00%2025-12-312026-02-04 EQT CORP EQT CORP7.6K sharesnew addition2025-12-312026-02-04 CSX CSX CORP11.0K shares64.94%2025-12-312026-02-04 SLV ISHARES SILVER TR6.1K shares-16.55%2025-12-312026-02-04 SCHR SCHWAB STRATEGIC TR15.5K shares-0.10%2025-12-312026-02-04 LLY ELI LILLY & CO357 sharesnew addition2025-12-312026-02-04 PANW PALO ALTO NETWORKS INC2.1K shares0.00%2025-12-312026-02-04 TXT TEXTRON INC4.3K sharesnew addition2025-12-312026-02-04 IWM ISHARES TR1.5K shares2.69%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC2.1K shares5.44%2025-12-312026-02-04 NFLX NETFLIX INC4.0K shares1057.89%2025-12-312026-02-04 DGRO ISHARES TR5.3K shares0.00%2025-12-312026-02-04 EXPE EXPEDIA GROUP INC1.2K sharesnew addition2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR12.5K shares0.00%2025-12-312026-02-04 USHY ISHARES TR9.0K shares0.00%2025-12-312026-02-04 BBN BLACKROCK TAX MUNICPAL BD TR20.6K sharesnew addition2025-12-312026-02-04 V VISA INC927 sharesnew addition2025-12-312026-02-04 AVY AVERY DENNISON CORP1.7K sharesnew addition2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.977 shares0.00%2025-12-312026-02-04 FXI ISHARES TR8.1K shares0.00%2025-12-312026-02-04 SCHH SCHWAB STRATEGIC TR14.6K shares0.00%2025-12-312026-02-04 VGK VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2025-12-312026-02-04 CB CHUBB LIMITED871 sharesnew addition2025-12-312026-02-04 SPSB SPDR SERIES TRUST8.9K shares0.74%2025-12-312026-02-04 BA BOEING CO1.2K shares0.00%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR2.5K sharesnew addition2025-12-312026-02-04 UBER UBER TECHNOLOGIES INC3.0K sharesnew addition2025-12-312026-02-04 TYA SIMPLIFY EXCHANGE TRADED FUN18.0K shares0.00%2025-12-312026-02-04 LENZ LENZ THERAPEUTICS INC15.2K shares0.00%2025-12-312026-02-04 MU MICRON TECHNOLOGY INC838 sharesnew addition2025-12-312026-02-04 HON HONEYWELL INTL INC1.2K shares-2.29%2025-12-312026-02-04 MO ALTRIA GROUP INC4.0K shares-6.78%2025-12-312026-02-04 XT ISHARES TR3.3K shares0.00%2025-12-312026-02-04 GFL GFL ENVIRONMENTAL INC5.2K sharesnew addition2025-12-312026-02-04 PNBK PATRIOT NATL BANCORP INC121.8K shares0.00%2025-12-312026-02-04 TRIN TRINITY CAP INC14.8K shares-2.40%2025-12-312026-02-04 KR KROGER CO3.4K shares0.00%2025-12-312026-02-04 DFIV DIMENSIONAL ETF TRUST4.1K sharesnew addition2025-12-312026-02-04 WOR WORTHINGTON ENTERPRISES INC4.0K shares0.00%2025-12-312026-02-04 XBI SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-02-04 EIS ISHARES INC1.8K sharesnew addition2025-12-312026-02-04 PTEN PATTERSON-UTI ENERGY INC28.2K shares0.00%2025-12-312026-02-04 BFLY BUTTERFLY NETWORK INC41.6K shares-5.67%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available