Rinkey Investments
129 holdingsFiling period: 2026-06-30Current AUM: $424.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TFLO | iShares TR | 961.2K | $48.7M | $48.7M | 11.48% | +164.4K | 2026-06-30 |
| 2 | SPTM | Spdr Series Trust | 363.4K | $33.0M | $33.6M | 7.91% | -1,987 | 2026-06-30 |
| 3 | SPDW | Spdr Index Shs Fds | 639.7K | $32.2M | $31.5M | 7.42% | -12,225 | 2026-06-30 |
| 4 | VEA | Vanguard Tax-Managed Fds | 330.5K | $23.5M | $22.9M | 5.40% | +20.3K | 2026-06-30 |
| 5 | BNDX | Vanguard Charlotte Fds | 477.5K | $23.1M | $22.5M | 5.32% | -6,400 | 2026-06-30 |
| 6 | VTV | Vanguard Index Fds | 105.8K | $23.0M | $24.0M | 5.65% | +8.7K | 2026-06-30 |
| 7 | BND | Vanguard BD Index Fds | 233.2K | $17.1M | $16.6M | 3.92% | +26.3K | 2026-06-30 |
| 8 | CMF | iShares TR | 266.5K | $15.4M | $14.7M | 3.48% | +7.5K | 2026-06-30 |
| 9 | VTI | Vanguard Index Fds | 40.0K | $14.8M | $15.0M | 3.53% | +1.0K | 2026-06-30 |
| 10 | MUB | iShares TR | 115.6K | $12.4M | $11.9M | 2.81% | +4.2K | 2026-06-30 |
| 11 | VUG | Vanguard Index Fds | 123.4K | $10.6M | $10.8M | 2.54% | +104.4K | 2026-06-30 |
| 12 | VB | Vanguard Index Fds | 33.3K | $10.1M | $9.6M | 2.27% | +1.6K | 2026-06-30 |
| 13 | VGLT | Vanguard Scottsdale Fds | 149.3K | $8.2M | $7.8M | 1.84% | +3.6K | 2026-06-30 |
| 14 | SPTS | Spdr Series Trust | 278.5K | $8.1M | $8.0M | 1.89% | -128,600 | 2026-06-30 |
| 15 | IEI | iShares TR | 59.8K | $7.0M | $6.9M | 1.62% | -42,147 | 2026-06-30 |
| 16 | VWO | Vanguard Intl Equity Index F | 115.2K | $6.9M | $6.5M | 1.54% | +7.1K | 2026-06-30 |
| 17 | SPEM | Spdr Index Shs Fds | 119.9K | $6.2M | $6.0M | 1.40% | -396 | 2026-06-30 |
| 18 | SCHV | Schwab Strategic TR | 175.7K | $6.1M | $6.1M | 1.43% | -- | 2026-06-30 |
| 19 | IVV | iShares TR | 7.8K | $5.9M | $6.0M | 1.42% | -- | 2026-06-30 |
| 20 | AAPL | Apple Inc | 19.6K | $5.7M | $6.8M | 1.61% | -467 | 2026-06-30 |
| 21 | SPAB | Spdr Series Trust | 210.9K | $5.4M | $5.2M | 1.23% | -2,644 | 2026-06-30 |
| 22 | SCHA | Schwab Strategic TR | 144.7K | $5.2M | $4.7M | 1.11% | -82 | 2026-06-30 |
| 23 | IEFA | iShares TR | 50.4K | $4.9M | $4.8M | 1.14% | +4 | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 8.3K | $4.1M | $4.1M | 0.98% | +3 | 2026-06-30 |
| 25 | EMB | iShares TR | 40.8K | $3.9M | $3.7M | 0.88% | -961 | 2026-06-30 |
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