Sponsored

The Analysis of Rinkey Investments's Holdings & P&L

Currently, Rinkey Investments holds 125 types of securities in its portfolio with a total value $391.0M. In the most recent quarter, they have increased their positions in BND (+122.5K shares, valued at $9.0M), CMF (+65.3K shares, valued at $3.7M), VGLT (+54.2K shares, valued at $3.0M); decreased their positions in BNDX (-264.9K shares, valued at $12.7M), EMB (-38.2K shares, valued at $3.6M), SPDW (-42.5K shares, valued at $1.9M); initiated new positions in FLOT (+15.9K shares, valued at $808.3K), XLU (+16.2K shares, valued at $743.0K), AVDE (+3.1K shares, valued at $258.8K).

1M P&L

+8.6M+2.21%

3M P&L

-45.1M-10.18%

HY P&L

-30.9M-7.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A339.1M

88.9%

2Software - Infrastructure6.6M

1.7%

3Consumer Electronics5.6M

1.5%

Top Industries by Stock Count

1N/A72 stocks

60.5%

2Software - Infrastructure5 stocks

4.2%

3Semiconductors3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TFLO ISHARES TR796.8K shares-2.81%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS652.0K shares-6.12%2026-03-312026-05-11

SPTM SPDR SERIES TRUST365.3K shares-0.78%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS483.9K shares-35.38%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS310.2K shares-1.51%2026-03-312026-05-11

VTV VANGUARD INDEX FDS97.0K shares3.78%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS206.8K shares145.42%2026-03-312026-05-11

CMF ISHARES TR259.0K shares33.71%2026-03-312026-05-11

Sponsored

VTI VANGUARD INDEX FDS38.9K shares3.07%2026-03-312026-05-11

IEI ISHARES TR102.0K shares0.25%2026-03-312026-05-11

SPTS SPDR SERIES TRUST407.1K shares0.04%2026-03-312026-05-11

MUB ISHARES TR111.5K shares28.10%2026-03-312026-05-11

VB VANGUARD INDEX FDS31.7K shares2.97%2026-03-312026-05-11

VUG VANGUARD INDEX FDS19.0K shares4.83%2026-03-312026-05-11

VGLT VANGUARD SCOTTSDALE FDS145.7K shares59.27%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F108.1K shares51.14%2026-03-312026-05-11

Sponsored

SPEM SPDR INDEX SHS FDS120.3K shares-3.20%2026-03-312026-05-11

SPAB SPDR SERIES TRUST213.6K shares0.04%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR175.7K shares0.00%2026-03-312026-05-11

IVV ISHARES TR7.8K shares-0.14%2026-03-312026-05-11

AAPL APPLE INC20.1K shares-2.82%2026-03-312026-05-11

IEFA ISHARES TR50.4K shares0.00%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR144.7K shares-1.07%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.3K shares3.16%2026-03-312026-05-11

Sponsored

EMB ISHARES TR41.8K shares-47.76%2026-03-312026-05-11

MSFT MICROSOFT CORP7.9K shares-2.89%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR4.9K shares5.61%2026-03-312026-05-11

IWD ISHARES TR12.6K shares-5.83%2026-03-312026-05-11

TMUS T-MOBILE US INC11.1K shares0.00%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION2.3K shares-3.50%2026-03-312026-05-11

PGR PROGRESSIVE CORP11.1K shares0.00%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR46.1K shares57.76%2026-03-312026-05-11

Sponsored

XOM EXXON MOBIL CORP11.7K shares-1.26%2026-03-312026-05-11

SPIB SPDR SERIES TRUST57.0K shares1.13%2026-03-312026-05-11

SPIP SPDR SERIES TRUST72.1K shares2.21%2026-03-312026-05-11

OCGN OCUGEN INC1.0M shares4.22%2026-03-312026-05-11

AMZN AMAZON COM INC8.8K shares-1.93%2026-03-312026-05-11

BN BROOKFIELD CORP44.7K shares0.00%2026-03-312026-05-11

NVDA NVIDIA CORPORATION10.1K shares-3.33%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR60.3K shares0.00%2026-03-312026-05-11

Sponsored

VGT VANGUARD WORLD FD2.5K shares37.17%2026-03-312026-05-11

VWOB VANGUARD WHITEHALL FDS22.7K shares0.00%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS29.5K shares-1.63%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS17.6K shares13.86%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS21.2K shares12.88%2026-03-312026-05-11

ALPHABET INC ALPHABET INC4.2K shares-1.94%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON5.0K shares-4.53%2026-03-312026-05-11

RTX RTX CORPORATION6.0K shares0.00%2026-03-312026-05-11

Sponsored

ORCL ORACLE CORP7.4K shares0.13%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares-2.40%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC3.4K shares0.00%2026-03-312026-05-11

AGG ISHARES TR9.1K shares-8.87%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS3.7K shares-8.45%2026-03-312026-05-11

SYK STRYKER CORPORATION2.7K shares0.00%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF22.8K shares-0.48%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.9K shares1.75%2026-03-312026-05-11

Sponsored

GLD SPDR GOLD TR1.9K shares-5.04%2026-03-312026-05-11

FLOT ISHARES TR15.9K sharesnew addition2026-03-312026-05-11

VBK VANGUARD INDEX FDS2.5K shares23.33%2026-03-312026-05-11

SUB ISHARES TR7.2K shares-20.90%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR16.2K sharesnew addition2026-03-312026-05-11

IVW ISHARES TR5.9K shares-0.17%2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR25.1K shares0.00%2026-03-312026-05-11

VO VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-05-11

Sponsored

VV VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-11

VXUS VANGUARD STAR FDS7.7K shares7.52%2026-03-312026-05-11

ITM VANECK ETF TRUST12.1K shares0.00%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares-20.01%2026-03-312026-05-11

SHV ISHARES TR4.8K shares-2.36%2026-03-312026-05-11

VBR VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-05-11

SOXX ISHARES TR1.6K shares0.00%2026-03-312026-05-11

NVG NUVEEN AMT FREE MUN CR INC F41.4K shares0.00%2026-03-312026-05-11

Sponsored

NZF NUVEEN MUN CR INCOME FD41.1K shares0.49%2026-03-312026-05-11

MTUM ISHARES TR2.1K shares-0.58%2026-03-312026-05-11

WMT WALMART INC4.0K shares-0.50%2026-03-312026-05-11

NEA NUVEEN AMT FREE QLTY MUN INC43.5K shares0.00%2026-03-312026-05-11

TSLA TESLA INC1.3K shares26.03%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F3.4K shares-0.12%2026-03-312026-05-11

EIS ISHARES INC4.1K shares120.63%2026-03-312026-05-11

CSX CSX CORP11.2K shares2.32%2026-03-312026-05-11

Sponsored

EEMV ISHARES INC7.0K shares-0.03%2026-03-312026-05-11

META META PLATFORMS INC749 shares-38.00%2026-03-312026-05-11

GOVT ISHARES TR18.1K shares0.00%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T605 shares0.67%2026-03-312026-05-11

DGRO ISHARES TR5.3K shares0.00%2026-03-312026-05-11

IWM ISHARES TR1.5K shares-2.62%2026-03-312026-05-11

NFLX NETFLIX INC.3.8K shares-4.95%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC2.4K shares16.11%2026-03-312026-05-11

Sponsored

SCHR SCHWAB STRATEGIC TR14.3K shares-8.02%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR3.2K shares30.20%2026-03-312026-05-11

BBN BLACKROCK TAX MUNICPAL BD TR20.6K shares0.00%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC2.1K shares0.00%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR12.6K shares0.79%2026-03-312026-05-11

EQT CORP EQT CORP5.0K shares-33.95%2026-03-312026-05-11

SCHH SCHWAB STRATEGIC TR14.6K shares0.00%2026-03-312026-05-11

LLY ELI LILLY & CO337 shares-5.60%2026-03-312026-05-11

Sponsored

MU MICRON TECHNOLOGY INC905 shares8.00%2026-03-312026-05-11

PTEN PATTERSON-UTI ENERGY INC28.2K shares0.00%2026-03-312026-05-11

FXI ISHARES TR8.1K shares0.00%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO977 shares0.00%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC735 shares-20.80%2026-03-312026-05-11

EXPE EXPEDIA GROUP INC1.2K shares0.00%2026-03-312026-05-11

MO ALTRIA GROUP INC4.2K shares5.02%2026-03-312026-05-11

Sponsored

SPSB SPDR SERIES TRUST8.9K shares0.07%2026-03-312026-05-11

HON HONEYWELL INTL INC1.2K shares-0.84%2026-03-312026-05-11

CB CHUBB LTD SWITZ821 shares-5.74%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC1.3K shares-12.00%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR3.1K sharesnew addition2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR1.6K sharesnew addition2026-03-312026-05-11

CTVA CORTEVA INC3.0K shares-63.24%2026-03-312026-05-11

V VISA INC812 shares-12.41%2026-03-312026-05-11

Sponsored

KMI KINDER MORGAN INC DEL7.2K sharesnew addition2026-03-312026-05-11

TYA SIMPLIFY EXCHANGE TRADED FUN18.0K shares0.00%2026-03-312026-05-11

BA BOEING CO1.2K shares0.00%2026-03-312026-05-11

EOSE EOS ENERGY ENTERPRISES INC44.9K shares0.00%2026-03-312026-05-11

XT ISHARES TR3.3K shares0.00%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-11

XBI SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-11

AMAT APPLIED MATLS INC622 sharesnew addition2026-03-312026-05-11

Sponsored

WOR WORTHINGTON ENTERPRISES INC4.0K shares0.00%2026-03-312026-05-11

AVY AVERY DENNISON CORP1.2K shares-31.17%2026-03-312026-05-11

PNBK PATRIOT NATL BANCORP INC121.8K shares0.00%2026-03-312026-05-11

LENZ LENZ THERAPEUTICS INC15.2K shares0.00%2026-03-312026-05-11

BFLY BUTTERFLY NETWORK INC30.7K shares-26.20%2026-03-312026-05-11

TFLO

ISHARES TR

-2.81%

Shares796.8K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-6.12%

Shares652.0K

Event2026-03-31

Filed2026-05-11

SPTM

SPDR SERIES TRUST

-0.78%

Shares365.3K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

-35.38%

Shares483.9K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-1.51%

Shares310.2K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

3.78%

Shares97.0K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

145.42%

Shares206.8K

Event2026-03-31

Filed2026-05-11

CMF

ISHARES TR

33.71%

Shares259.0K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

3.07%

Shares38.9K

Event2026-03-31

Filed2026-05-11

IEI

ISHARES TR

0.25%

Shares102.0K

Event2026-03-31

Filed2026-05-11

SPTS

SPDR SERIES TRUST

0.04%

Shares407.1K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

28.10%

Shares111.5K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

2.97%

Shares31.7K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

4.83%

Shares19.0K

Event2026-03-31

Filed2026-05-11

VGLT

VANGUARD SCOTTSDALE FDS

59.27%

Shares145.7K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

51.14%

Shares108.1K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

-3.20%

Shares120.3K

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SERIES TRUST

0.04%

Shares213.6K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares175.7K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-0.14%

Shares7.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-2.82%

Shares20.1K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.00%

Shares50.4K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

-1.07%

Shares144.7K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

3.16%

Shares8.3K

Event2026-03-31

Filed2026-05-11

EMB

ISHARES TR

-47.76%

Shares41.8K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-2.89%

Shares7.9K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

5.61%

Shares4.9K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-5.83%

Shares12.6K

Event2026-03-31

Filed2026-05-11

TMUS

T-MOBILE US INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-3.50%

Shares2.3K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

57.76%

Shares46.1K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-1.26%

Shares11.7K

Event2026-03-31

Filed2026-05-11

SPIB

SPDR SERIES TRUST

1.13%

Shares57.0K

Event2026-03-31

Filed2026-05-11

SPIP

SPDR SERIES TRUST

2.21%

Shares72.1K

Event2026-03-31

Filed2026-05-11

OCGN

OCUGEN INC

4.22%

Shares1.0M

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-1.93%

Shares8.8K

Event2026-03-31

Filed2026-05-11

BROOKFIELD CORP

0.00%

Shares44.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-3.33%

Shares10.1K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares60.3K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

37.17%

Shares2.5K

Event2026-03-31

Filed2026-05-11

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

-1.63%

Shares29.5K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

13.86%

Shares17.6K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

12.88%

Shares21.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.94%

Shares4.2K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-4.53%

Shares5.0K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

0.13%

Shares7.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-2.40%

Shares1.8K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-8.87%

Shares9.1K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

-8.45%

Shares3.7K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

-0.48%

Shares22.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.75%

Shares2.9K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-5.04%

Shares1.9K

Event2026-03-31

Filed2026-05-11

FLOT

ISHARES TR

New

Shares15.9K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

23.33%

Shares2.5K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

-20.90%

Shares7.2K

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

New

Shares16.2K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-0.17%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

7.52%

Shares7.7K

Event2026-03-31

Filed2026-05-11

ITM

VANECK ETF TRUST

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-20.01%

Shares2.8K

Event2026-03-31

Filed2026-05-11

SHV

ISHARES TR

-2.36%

Shares4.8K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SOXX

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares41.4K

Event2026-03-31

Filed2026-05-11

NZF

NUVEEN MUN CR INCOME FD

0.49%

Shares41.1K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

-0.58%

Shares2.1K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-0.50%

Shares4.0K

Event2026-03-31

Filed2026-05-11

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares43.5K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

26.03%

Shares1.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

-0.12%

Shares3.4K

Event2026-03-31

Filed2026-05-11

EIS

ISHARES INC

120.63%

Shares4.1K

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP

2.32%

Shares11.2K

Event2026-03-31

Filed2026-05-11

EEMV

ISHARES INC

-0.03%

Shares7.0K

Event2026-03-31

Filed2026-05-11