Institutional Manager · CIK 0001730774
Rinkey Investments
San Diego, CA · File #028-22269
Latest AUM
$393.8M
Positions
129
Top-10 Concentration
62.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025129 pos · $393.8M
- 13F HOLDINGS REPORTQ/E Sep 2025126 pos · $376.9M
- 13F HOLDINGS REPORTQ/E Jun 2025100 pos · $332.8M
- 13F HOLDINGS REPORTQ/E Mar 202595 pos · $315.7M
- 13F HOLDINGS REPORTQ/E Dec 202490 pos · $312.5M
- 13F HOLDINGS REPORTQ/E Sep 202481 pos · $309.0M
- 13F HOLDINGS REPORTQ/E Jun 202472 pos · $278.3M
- 13F HOLDINGS REPORTQ/E Mar 202471 pos · $274.4M
- 13F HOLDINGS REPORTQ/E Dec 202347 pos · $218.3M
- 13F HOLDINGS REPORTQ/E Sep 202361 pos · $218.7M
- 13F HOLDINGS REPORTQ/E Jun 202355 pos · $190.8M
- 13F HOLDINGS REPORTQ/E Mar 202353 pos · $167.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46434V860 | 819,788 | $41.4M | 11.53% |
| 2 | VANGUARD CHARLOTTE FDS | 92203J407 | 748,803 | $36.2M | 10.09% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 694,494 | $30.8M | 8.60% |
| 4 | SPDR SERIES TRUST | 78464A805 | 368,202 | $30.4M | 8.47% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 314,960 | $19.7M | 5.48% |
| 6 | VANGUARD INDEX FDS | 922908744 | 93,497 | $17.9M | 4.98% |
| 7 | VANGUARD INDEX FDS | 922908769 | 37,775 | $12.7M | 3.53% |
| 8 | ISHARES TR | 464288661 | 101,713 | $12.1M | 3.38% |
| 9 | SPDR SERIES TRUST | 78468R101 | 406,949 | $11.9M | 3.32% |
| 10 | ISHARES TR | 464288356 | 193,681 | $11.1M | 3.10% |
| 11 | ISHARES TR | 464288414 | 87,004 | $9.3M | 2.60% |
| 12 | VANGUARD INDEX FDS | 922908736 | 18,148 | $8.9M | 2.47% |
| 13 | VANGUARD INDEX FDS | 922908751 | 30,813 | $7.9M | 2.22% |
| 14 | ISHARES TR | 464288281 | 79,926 | $7.7M | 2.15% |
| 15 | VANGUARD BD INDEX FDS | 921937835 | 84,271 | $6.2M | 1.74% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 124,303 | $5.8M | 1.62% |
| 17 | APPLE INC | AAPL | 20,698 | $5.6M | 1.57% |
| 18 | SPDR SERIES TRUST | 78464A649 | 213,487 | $5.5M | 1.53% |
| 19 | ISHARES TR | 464287200 | 7,842 | $5.4M | 1.50% |
| 20 | SCHWAB STRATEGIC TR | 808524409 | 175,707 | $5.2M | 1.45% |