Rinkey Investments
126 holdingsFiling period: 2026-03-31Current AUM: $417.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 796.8K | $40.3M | $40.4M | 9.67% | -23,027 | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 652.0K | $29.8M | $32.6M | 7.82% | -42,531 | 2026-03-31 |
| 3 | SPTM | SPDR SERIES TRUST | 365.3K | $28.9M | $33.1M | 7.94% | -2,863 | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 483.9K | $23.3M | $23.1M | 5.54% | -264,912 | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 310.2K | $19.9M | $21.9M | 5.25% | -4,750 | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 97.0K | $19.0M | $21.3M | 5.11% | +3.5K | 2026-03-31 |
| 7 | BND | VANGUARD BD INDEX FDS | 206.8K | $15.2M | $14.9M | 3.58% | +122.5K | 2026-03-31 |
| 8 | CMF | ISHARES TR | 259.0K | $14.7M | $14.6M | 3.51% | +65.3K | 2026-03-31 |
| 9 | VTI | VANGUARD INDEX FDS | 38.9K | $12.5M | $14.3M | 3.43% | +1.2K | 2026-03-31 |
| 10 | IEI | ISHARES TR | 102.0K | $12.1M | $11.9M | 2.84% | +253 | 2026-03-31 |
| 11 | SPTS | SPDR SERIES TRUST | 407.1K | $11.9M | $11.8M | 2.82% | +177 | 2026-03-31 |
| 12 | MUB | ISHARES TR | 111.5K | $11.8M | $11.8M | 2.82% | +24.5K | 2026-03-31 |
| 13 | VB | VANGUARD INDEX FDS | 31.7K | $8.3M | $9.4M | 2.24% | +914 | 2026-03-31 |
| 14 | VUG | VANGUARD INDEX FDS | 19.0K | $8.3M | $9.7M | 2.33% | +877 | 2026-03-31 |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | 145.7K | $8.1M | $7.7M | 1.84% | +54.2K | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 108.1K | $5.8M | $6.3M | 1.52% | +36.6K | 2026-03-31 |
| 17 | SPEM | SPDR INDEX SHS FDS | 120.3K | $5.6M | $6.1M | 1.47% | -3,983 | 2026-03-31 |
| 18 | SPAB | SPDR SERIES TRUST | 213.6K | $5.5M | $5.4M | 1.28% | +76 | 2026-03-31 |
| 19 | SCHV | SCHWAB STRATEGIC TR | 175.7K | $5.4M | $6.0M | 1.43% | -- | 2026-03-31 |
| 20 | IVV | ISHARES TR | 7.8K | $5.1M | $5.9M | 1.41% | -11 | 2026-03-31 |
| 21 | AAPL | APPLE INC | 20.1K | $5.1M | $6.2M | 1.49% | -583 | 2026-03-31 |
| 22 | IEFA | ISHARES TR | 50.4K | $4.6M | $4.9M | 1.19% | -- | 2026-03-31 |
| 23 | SCHA | SCHWAB STRATEGIC TR | 144.7K | $4.2M | $4.9M | 1.16% | -1,561 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.3K | $4.0M | $4.0M | 0.95% | +253 | 2026-03-31 |
| 25 | EMB | ISHARES TR | 41.8K | $3.9M | $4.0M | 0.95% | -38,170 | 2026-03-31 |
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