The Analysis of Rinkey Investments's Holdings
Currently, Rinkey Investments holds 126 types of securities in its portfolio with a total value $376.9M. In the most recent quarter, they have increased their positions in TFLO (+64.9K shares, valued at $3.3M), QQQ (+4.1K shares, valued at $2.5M), BND (+33.1K shares, valued at $2.5M); decreased their positions in SPAB (-29.4K shares, valued at $759.1K), SPDW (-13.8K shares, valued at $592.3K), SPTM (-3.6K shares, valued at $287.6K); initiated new positions in QQQ (+4.1K shares, valued at $2.5M), AON (+3.4K shares, valued at $1.2M), SUB (+9.1K shares, valued at $967.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TFLO ISHARES TR745.5K shares9.53%2025-09-302025-11-14
SPDW SPDR INDEX SHS FDS724.9K shares-1.87%2025-09-302025-11-14 SPTM SPDR SERIES TRUST374.5K shares-0.94%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS312.9K shares14.83%2025-09-302025-11-14 VTV VANGUARD INDEX FDS90.3K shares10.05%2025-09-302025-11-14 BNDX VANGUARD CHARLOTTE FDS310.8K shares16.14%2025-09-302025-11-14 CMF ISHARES TR249.9K shares2.30%2025-09-302025-11-14 SPAB SPDR SERIES TRUST482.6K shares-5.74%2025-09-302025-11-14 SPTS SPDR SERIES TRUST408.0K shares0.87%2025-09-302025-11-14 IEI ISHARES TR98.9K shares2.82%2025-09-302025-11-14 VTI VANGUARD INDEX FDS35.6K shares5.59%2025-09-302025-11-14 MUB ISHARES TR101.5K shares4.94%2025-09-302025-11-14 VUG VANGUARD INDEX FDS18.8K shares2.92%2025-09-302025-11-14 VB VANGUARD INDEX FDS30.7K shares12.10%2025-09-302025-11-14 EMB ISHARES TR81.0K shares-2.18%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS99.3K shares49.99%2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS129.3K shares5.51%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS128.0K shares0.18%2025-09-302025-11-14 AAPL APPLE INC21.9K shares-2.85%2025-09-302025-11-14 IVV ISHARES TR7.8K shares10.37%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR175.7K shares0.00%2025-09-302025-11-14 IEFA ISHARES TR50.4K shares0.00%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR147.5K shares0.00%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F73.3K shares-0.11%2025-09-302025-11-14 MSFT MICROSOFT CORP6.7K shares0.04%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL6.7K shares3.58%2025-09-302025-11-14 IWD ISHARES TR14.6K shares-2.16%2025-09-302025-11-14 QQQ INVESCO QQQ TR4.1K sharesnew addition2025-09-302025-11-14 COST COSTCO WHSL CORP NEW2.5K shares13.36%2025-09-302025-11-14 PGR PROGRESSIVE CORP8.5K shares0.00%2025-09-302025-11-14 TMUS T-MOBILE US INC8.7K shares0.00%2025-09-302025-11-14 AMZN AMAZON COM INC9.1K shares-0.35%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR60.3K shares0.00%2025-09-302025-11-14 NVDA NVIDIA CORPORATION10.3K shares0.58%2025-09-302025-11-14 SPIB SPDR SERIES TRUST55.4K shares3.15%2025-09-302025-11-14 SPIP SPDR SERIES TRUST71.2K shares-7.50%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR39.5K shares5.21%2025-09-302025-11-14 OCGN OCUGEN INC1.1M shares-5.63%2025-09-302025-11-14 VWOB VANGUARD WHITEHALL FDS23.0K shares17.31%2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS30.3K shares-4.39%2025-09-302025-11-14 BN BROOKFIELD CORP21.4K shares0.00%2025-09-302025-11-14 VGT VANGUARD WORLD FD2.0K shares-9.29%2025-09-302025-11-14 ORCL ORACLE CORP5.0K shares0.00%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS15.2K shares3.12%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF18.6K shares-1.10%2025-09-302025-11-14 AON AON PLC3.4K sharesnew addition2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS4.0K shares-1.25%2025-09-302025-11-14 VOO VANGUARD INDEX FDS1.8K shares16.57%2025-09-302025-11-14 SYK STRYKER CORPORATION2.7K shares0.00%2025-09-302025-11-14 AGG ISHARES TR9.9K shares-2.98%2025-09-302025-11-14 GOOGL ALPHABET INC4.0K shares5.57%2025-09-302025-11-14 SUB ISHARES TR9.1K sharesnew addition2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC3.4K sharesnew addition2025-09-302025-11-14 XOM EXXON MOBIL CORP7.8K shares0.00%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND3.5K shares0.00%2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS14.2K shares28.84%2025-09-302025-11-14 GLD SPDR GOLD TR2.3K shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON4.2K shares-2.35%2025-09-302025-11-14 IVW ISHARES TR6.2K sharesnew addition2025-09-302025-11-14 LENZ LENZ THERAPEUTICS INC15.2K shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC2.8K shares0.61%2025-09-302025-11-14 VO VANGUARD INDEX FDS2.3K sharesnew addition2025-09-302025-11-14 VV VANGUARD INDEX FDS2.1K sharesnew addition2025-09-302025-11-14 SCHP SCHWAB STRATEGIC TR23.8K shares1.62%2025-09-302025-11-14 VBK VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-14 SHV ISHARES TR5.4K shares-8.99%2025-09-302025-11-14 EOSE EOS ENERGY ENTERPRISES INC51.9K sharesnew addition2025-09-302025-11-14 RTX RTX CORPORATION3.5K sharesnew addition2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T3.1K sharesnew addition2025-09-302025-11-14 ITM VANECK ETF TRUST12.1K sharesnew addition2025-09-302025-11-14 MTUM ISHARES TR2.1K sharesnew addition2025-09-302025-11-14 TSLA TESLA INC1.2K shares-6.74%2025-09-302025-11-14 NZF NUVEEN MUNICIPAL CREDIT INC40.9K shares0.00%2025-09-302025-11-14 NVG NUVEEN AMT FREE MUN CR INC F41.4K shares0.00%2025-09-302025-11-14 VBR VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-11-14 BYM BLACKROCK MUN INCOME QUALITY44.5K shares0.00%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F3.4K sharesnew addition2025-09-302025-11-14 VXUS VANGUARD STAR FDS6.4K shares3.38%2025-09-302025-11-14 TGT TARGET CORP5.2K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC631 shares112.46%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC941 shares-4.37%2025-09-302025-11-14 EEMV ISHARES INC7.0K sharesnew addition2025-09-302025-11-14 IAU ISHARES GOLD TR5.9K shares49.68%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC2.1K shares0.00%2025-09-302025-11-14 GOVT ISHARES TR18.1K shares0.00%2025-09-302025-11-14 SOXX ISHARES TR1.5K shares0.00%2025-09-302025-11-14 WMT WALMART INC4.0K shares0.25%2025-09-302025-11-14 NFLX NETFLIX INC342 shares7.89%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR601 shares1.69%2025-09-302025-11-14 SCHR SCHWAB STRATEGIC TR15.5K sharesnew addition2025-09-302025-11-14 OKE ONEOK INC NEW5.2K shares-1.14%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC2.0K shares-40.20%2025-09-302025-11-14 DGRO ISHARES TR5.3K sharesnew addition2025-09-302025-11-14 IWM ISHARES TR1.5K shares0.00%2025-09-302025-11-14 AEM AGNICO EAGLE MINES LTD2.1K sharesnew addition2025-09-302025-11-14 USHY ISHARES TR9.0K shares0.00%2025-09-302025-11-14 FXI ISHARES TR8.1K shares0.00%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR12.5K shares-0.01%2025-09-302025-11-14 SCHH SCHWAB STRATEGIC TR14.6K sharesnew addition2025-09-302025-11-14 SLV ISHARES SILVER TR7.3K sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.977 shares-14.60%2025-09-302025-11-14 ET ENERGY TRANSFER L P17.4K shares-1.13%2025-09-302025-11-14 MO ALTRIA GROUP INC4.3K shares0.00%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2025-09-302025-11-14 SPSB SPDR SERIES TRUST8.9K shares7.92%2025-09-302025-11-14 HON HONEYWELL INTL INC1.2K shares0.00%2025-09-302025-11-14 BIL SPDR SERIES TRUST2.8K sharesnew addition2025-09-302025-11-14 KWEB KRANESHARES TRUST6.0K sharesnew addition2025-09-302025-11-14 CTVA CORTEVA INC3.7K shares-0.69%2025-09-302025-11-14 BA BOEING CO1.2K shares-0.51%2025-09-302025-11-14 TYA SIMPLIFY EXCHANGE TRADED FUN18.0K shares0.00%2025-09-302025-11-14 CSX CSX CORP6.7K shares-1.90%2025-09-302025-11-14 C CITIGROUP INC2.3K sharesnew addition2025-09-302025-11-14 XT ISHARES TR3.3K sharesnew addition2025-09-302025-11-14 TRIN TRINITY CAP INC15.2K shares26.71%2025-09-302025-11-14 KR KROGER CO3.4K shares0.00%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2025-09-302025-11-14 WOR WORTHINGTON ENTERPRISES INC4.0K shares0.00%2025-09-302025-11-14 AVGO BROADCOM INC630 sharesnew addition2025-09-302025-11-14 BBJP J P MORGAN EXCHANGE TRADED F3.1K sharesnew addition2025-09-302025-11-14 ETHE GRAYSCALE ETHEREUM TRUST ETF5.1K sharesnew addition2025-09-302025-11-14 PNBK PATRIOT NATL BANCORP INC121.8K shares-19.86%2025-09-302025-11-14 PTEN PATTERSON-UTI ENERGY INC28.2K sharesnew addition2025-09-302025-11-14 BFLY BUTTERFLY NETWORK INC44.1K shares6.27%2025-09-302025-11-14 AREB AMERICAN REBEL HLDGS INC72.6K sharesnew addition2025-09-302025-11-14 REAX THE REAL BROKERAGE INC10.9K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available