Rinkey Investments Top Holdings and 13F Report (2025) About Rinkey InvestmentsInvestment ActivityRinkey Investments has $312.53 million in total holdings as of December 31, 2024.Rinkey Investments owns shares of 90 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Rinkey Investments has purchased 81 new stocks and bought additional shares in 43 stocks.Rinkey Investments sold shares of 21 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Treasury Floating Rate Bond ETF $44,061,281SPDR Portfolio S&P 1500 Composite Stock Market ETF $28,059,833SPDR Portfolio Developed World ex-US ETF $25,557,080SPDR Portfolio Aggregate Bond ETF $14,255,121Vanguard Value ETF $13,215,389 Largest New Holdings this Quarter Palo Alto Networks $733,299 HoldingFidelity Total Bond ETF $497,474 HoldingiShares iBonds Dec 2025 Term Treasury ETF $404,975 HoldingEnergy Transfer $340,396 HoldingiShares Broad USD High Yield Corporate Bond ETF $331,110 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 127,358 shares (about $6.09M)Vanguard Value ETF 6,514 shares (about $1.10M)SPDR Portfolio Intermediate Term Corporate Bond ETF 26,548 shares (about $869.71K)Vanguard Intermediate-Term Corporate Bond ETF 10,244 shares (about $822.29K)Microsoft 1,870 shares (about $788.14K) Largest Sales this Quarter SPDR Portfolio Emerging Markets ETF 82,753 shares (about $3.18M)Vanguard FTSE Emerging Markets ETF 41,678 shares (about $1.84M)iShares California Muni Bond ETF 16,833 shares (about $964.19K)iShares 1-5 Year Investment Grade Corporate Bond ETF 13,640 shares (about $705.19K)SPDR Portfolio Developed World ex-US ETF 10,074 shares (about $343.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRinkey Investments Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTFLOiShares Treasury Floating Rate Bond ETF$44,061,281$284,954 ▼-0.6%873,01914.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$28,059,833$115,288 ▼-0.4%392,8309.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$25,557,080$343,825 ▼-1.3%748,8168.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$14,255,121$307,802 ▼-2.1%570,4334.6%ETFVTVVanguard Value ETF$13,215,389$1,102,820 ▲9.1%78,0594.2%ETFMUBiShares National Muni Bond ETF$12,581,930$89,502 ▼-0.7%118,0854.0%ETFVEAVanguard FTSE Developed Markets ETF$12,048,644$6,090,266 ▲102.2%251,9583.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$10,989,518$174,827 ▲1.6%95,1063.5%ETFBNDXVanguard Total International Bond ETF$10,652,090$300,578 ▲2.9%217,1683.4%ETFCMFiShares California Muni Bond ETF$10,349,866$964,194 ▼-8.5%180,6893.3%ETFVTIVanguard Total Stock Market ETF$10,003,243$181,998 ▼-1.8%34,5173.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$9,797,553$665,403 ▲7.3%337,7303.1%ETFVBVanguard Small-Cap ETF$8,939,137$713,872 ▲8.7%37,2032.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$7,878,356$147,005 ▼-1.8%88,4812.5%ETFVUGVanguard Growth ETF$7,429,785$131,751 ▲1.8%18,1022.4%ETFVWOVanguard FTSE Emerging Markets ETF$7,413,204$1,835,498 ▼-19.8%168,3292.4%ETFVGLTVanguard Long-Term Treasury Index ETF$5,701,770$761,450 ▲15.4%103,0131.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,392,053$3,175,229 ▼-37.1%140,5281.7%ETFAAPLApple$5,209,054$73,624 ▲1.4%20,8011.7%Computer and TechnologyIVViShares Core S&P 500 ETF$4,188,009$17,072 ▲0.4%7,1141.3%ETFIEFAiShares Core MSCI EAFE ETF$3,540,9170.0%50,3831.1%ETFIWDiShares Russell 1000 Value ETF$3,302,904$341,565 ▼-9.4%17,8411.1%ETFMSFTMicrosoft$2,444,507$788,143 ▲47.6%5,8000.8%Computer and TechnologyBRK.BBerkshire Hathaway$2,389,239$504,954 ▲26.8%5,2710.8%FinanceCOSTCostco Wholesale$2,304,419$32,069 ▲1.4%2,5150.7%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,251,267$869,712 ▲63.0%68,7200.7%ETFSPIPSPDR Portfolio TIPS ETF$2,248,320$46,874 ▲2.1%88,8310.7%ETFPGRProgressive$2,045,551$528,819 ▲34.9%8,5370.7%FinanceTMUST-Mobile US$1,926,531$597,957 ▲45.0%8,7280.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,879,559$90,256 ▲5.0%3,2070.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,846,049$822,286 ▲80.3%22,9980.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,827,246$210,000 ▼-10.3%37,7370.6%ManufacturingVGTVanguard Information Technology ETF$1,387,645$178,429 ▼-11.4%2,2320.4%ETFAMZNAmazon.com$1,305,151$71,302 ▲5.8%5,9490.4%Retail/WholesaleVWOBVanguard Emerging Markets Government Bond ETF$1,257,253$4,484 ▼-0.4%19,9090.4%ETFACNAccenture$1,230,913$507,281 ▲70.1%3,4990.4%Computer and TechnologyBNBrookfield$1,229,717$508,720 ▲70.6%21,4050.4%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,151,721$705,188 ▼-38.0%22,2770.4%ManufacturingBNDVanguard Total Bond Market ETF$1,125,679$378,678 ▲50.7%15,6540.4%ETFISHARES BITCOIN TRUST ETF$976,544$286,258 ▲41.5%18,4080.3%SHS BEN INTSYKStryker$976,456$10,802 ▲1.1%2,7120.3%MedicalGOOGLAlphabet$881,192$90,864 ▲11.5%4,6550.3%Computer and TechnologyIBMInternational Business Machines$866,350$17,586 ▲2.1%3,9410.3%Computer and TechnologyXOMExxon Mobil$840,229$220,411 ▲35.6%7,8110.3%EnergyAGGiShares Core U.S. Aggregate Bond ETF$832,080$7,946 ▲1.0%8,5870.3%FinanceORCLOracle$811,870$435,764 ▲115.9%4,8720.3%Computer and TechnologyVOOVanguard S&P 500 ETF$773,152$33,943 ▲4.6%1,4350.2%ETFNVDANVIDIA$771,097$228,966 ▲42.2%5,7420.2%Computer and TechnologyPANWPalo Alto Networks$733,299$733,299 ▲New Holding4,0300.2%Computer and TechnologyJNJJohnson & Johnson$633,005$164,868 ▲35.2%4,3770.2%MedicalVBKVanguard Small-Cap Growth ETF$578,604$75,616 ▲15.0%2,0660.2%ETFOKEONEOK$562,240$3,514 ▼-0.6%5,6000.2%EnergyGLDSPDR Gold Shares$561,015$25,424 ▼-4.3%2,3170.2%FinanceSCHPSchwab U.S. TIPS ETF$543,515$271,758 ▲100.0%21,0420.2%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$507,5640.0%41,4000.2%Financial ServicesNZFNuveen Municipal Credit Income Fund$498,0570.0%40,9250.2%Financial ServicesFBNDFidelity Total Bond ETF$497,474$497,474 ▲New Holding11,0870.2%ETFBYMBlackRock Municipal Income Quality Trust$482,8250.0%44,5000.2%Financial ServicesVBRVanguard Small-Cap Value ETF$474,0470.0%2,3920.2%ETFLENZ THERAPEUTICS INC$438,4200.0%15,1860.1%COMGOVTiShares U.S. Treasury Bond ETF$420,699$36,125 ▼-7.9%18,3070.1%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$404,975$404,975 ▲New Holding17,3660.1%ManufacturingPALANTIR TECHNOLOGIES INC$353,570$206,092 ▼-36.8%4,6750.1%CL ATSLATesla$347,302$11,711 ▲3.5%8600.1%Auto/Tires/TrucksETEnergy Transfer$340,396$340,396 ▲New Holding17,3760.1%EnergyUSHYiShares Broad USD High Yield Corporate Bond ETF$331,110$331,110 ▲New Holding9,0000.1%ETFSOXXiShares Semiconductor ETF$322,589$21,549 ▲7.2%1,4970.1%ETFHONHoneywell International$302,467$302,467 ▲New Holding1,3390.1%Multi-Sector ConglomeratesSCHXSchwab US Large-Cap ETF$300,637$197,581 ▲191.7%12,9700.1%ETFVGSHVanguard Short-Term Treasury Index ETF$300,616$25,250 ▲9.2%5,1670.1%ETFORealty Income$282,112$41,553 ▲17.3%5,2820.1%FinanceGOOGAlphabet$282,085$38,284 ▲15.7%1,4810.1%Computer and TechnologyTRINTrinity Capital$279,416$132,502 ▲90.2%19,3100.1%FinanceGPKGraphic Packaging$279,069$279,069 ▲New Holding10,2750.1%IndustrialsNFLXNetflix$262,939$262,939 ▲New Holding2950.1%Consumer DiscretionaryAVYAvery Dennison$253,935$253,935 ▲New Holding1,3570.1%IndustrialsPFEPfizer$243,837$48,364 ▲24.7%9,1910.1%MedicalVIGVanguard Dividend Appreciation ETF$240,871$97,915 ▼-28.9%1,2300.1%ETFREGNRegeneron Pharmaceuticals$228,658$228,658 ▲New Holding3210.1%MedicalTYASimplify Intermediate Term Treasury Futures Strategy ETF$220,9390.0%18,0000.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$219,4110.0%7,3480.1%ETFCTVACorteva$215,431$215,431 ▲New Holding3,7820.1%Consumer StaplesCSXCSX$214,918$214,918 ▲New Holding6,6600.1%TransportationEQTEQT$207,495$207,495 ▲New Holding4,5000.1%EnergyBABoeing$207,090$207,090 ▲New Holding1,1700.1%AerospaceKRKroger$205,892$205,892 ▲New Holding3,3670.1%Retail/WholesaleLLYEli Lilly and Company$204,580$204,580 ▲New Holding2650.1%MedicalPOOLPool$203,9070.0%5980.1%Consumer DiscretionaryBFLYButterfly Network$128,076$7,800 ▼-5.7%41,0500.0%MedicalMSOSAdvisorShares Pure US Cannabis ETF$72,295$72,295 ▲New Holding18,9750.0%ETFQQQInvesco QQQ$0$1,830,751 ▼-100.0%00.0%FinanceTGTTarget$0$815,438 ▼-100.0%00.0%Retail/WholesaleTRVTravelers Companies$0$626,271 ▼-100.0%00.0%FinanceHPPHudson Pacific Properties$0$215,100 ▼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$203,263 ▼-100.0%00.0%ETFBCABBioAtla$0$44,546 ▼-100.0%00.0%MedicalLODEComstock$0$5,203 ▼-100.0%00.0%Basic MaterialsLEDDARTECH HLDGS INC$0$681 ▼-100.0%00.0%*W EXP 12/21/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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