RI
| |
Rinkey Investments13F | |
| Rinkey Investments | |
| Last update 2026-05-11 | 125 Stocks (6 new) |
| Value $391.00 Mil | Turnover 7 % |
Rinkey Investments Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 796,761 | 40,340.0 | -2.81% | 10.320 | -0.30% | 0.600 | +0.96% | +1.85% | 6,673.0 | ||
SPDW |
State Street SPDR Portfolio Developed World ex-US
State Street SPDR Portfolio Developed World ex-US
| 651,963 | 29,762.1 | -6.12% | 7.610 | -0.48% | 0.080 | +13.50% | +13.88% | 39,771.3 | ||
SPTM |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 365,339 | 28,883.8 | -0.78% | 7.390 | -0.06% | 0.240 | +13.71% | +8.46% | 13,265.4 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 483,891 | 23,251.0 | -35.38% | 5.950 | -3.25% | 0.030 | +2.33% | +1.54% | 122,993.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 310,210 | 19,878.3 | -1.51% | 5.080 | -0.08% | 0.010 | +13.53% | +13.74% | 309,963.8 | ||
VTV | Vanguard Value ETF | 97,032 | 19,037.7 | +3.78% | 4.870 | +0.18% | 0.010 | +12.44% | +15.55% | 246,431.8 | ||
BND | Vanguard Total Bond Market ETF | 206,814 | 15,229.8 | +145.42% | 3.900 | +2.31% | 0.010 | +1.79% | +1.11% | 397,016.8 | ||
CMF | iShares California Muni Bond ETF | 258,963 | 14,724.6 | +33.71% | 3.770 | +0.95% | 0.350 | +2.50% | +1.47% | 4,492.8 | ||
VTI | Vanguard Total Stock Market ETF | 38,935 | 12,490.9 | +3.07% | 3.190 | +0.10% | 0.000 | +14.04% | +8.69% | 656,215.0 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 101,966 | 12,093.2 | +0.25% | 3.090 | +0.01% | 0.060 | +0.99% | +0.21% | 18,449.0 |
Rinkey Investments's Historical Top Holdings Breakdowns
Rinkey Investments's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2026-03-31 | Reduce Reduce | -3.25% | 47.66 ($48.49) 49.2 | $48.51 | 0.04% | Reduce -35.38% | 483,891 | -264,912 | |
BND | Vanguard Total Bond Market ETF | 2026-03-31 | Add Add | +2.31% | 73.11 ($74.19) 75.17 | $73.67 | -0.70% | Add 145.42% | 206,814 | 122,543 | |
CMF | iShares California Muni Bond ETF | 2026-03-31 | Add Add | +0.95% | 56.57 ($57.69) 58.41 | $57.60 | -0.16% | Add 33.71% | 258,963 | 65,282 | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 2026-03-31 | Reduce Reduce | -0.93% | 92.95 ($96.08) 97.74 | $96.54 | 0.48% | Reduce -47.76% | 41,756 | -38,170 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2026-03-31 | Add Add | +0.77% | 54.7 ($56.13) 57.84 | $55.72 | -0.73% | Add 59.27% | 145,711 | 54,226 | |
MUB | iShares National Muni Bond ETF | 2026-03-31 | Add Add | +0.66% | 105.6 ($107.52) 108.92 | $107.60 | 0.07% | Add 28.1% | 111,456 | 24,452 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2026-03-31 | Add Add | +0.50% | 52.42 ($56.02) 59.01 | $58.58 | 4.57% | Add 51.14% | 108,056 | 36,560 | |
SPDW |
State Street SPDR Portfolio Developed World ex-US
State Street SPDR Portfolio Developed World ex-US
| 2026-03-31 | Reduce Reduce | -0.48% | 44.19 ($46.92) 49.96 | $49.87 | 6.29% | Reduce -6.12% | 651,963 | -42,531 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2026-03-31 | Reduce Reduce | -0.30% | 50.47 ($50.56) 50.63 | $50.63 | 0.14% | Reduce -2.81% | 796,761 | -23,027 | |
FLOT | iShares Floating Rate Bond ETF | 2026-03-31 | New Buy New Buy | +0.21% | 50.76 ($50.93) 51.04 | $51.05 | 0.24% | New holding | 15,865 | 15,865 |
Rinkey Investments Total Holding History ($B)
Rinkey Investments's Asset Allocation
Rinkey Investments Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Rinkey Investments's Hypothetical Growth since 2026-03-31
Rinkey Investments's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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Rinkey Investments's Holdings Heat Map
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Rinkey Investments's Holdings Bubble Chart
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