Rinkey Investments

CIK 0001730774 • 6 13F filings • May 15, 2025 – Jul 20, 2026

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Filer information

Filed by: Rinkey Investments, President
Address: 11622 El Camino Real, Suite 100, San Diego, CA, 92130
Phone: 858-246-6855
AUM: $393.8M

AUM over time

$424.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $393.8M123 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$927K	0.2%Prev: 0.2%	3,454 SH	Increased-25 SH
ADVANCED MICRO DEVICES INC	COM	$316K	0.1%	1,475 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.3%Prev: 0.3%	4,326 SH	Increased+305 SH
ALPHABET INC	CAP STK CL C	$895K	0.2%Prev: 0.2%	2,852 SH	Increased+53 SH
ALTRIA GROUP INC	COM	$230K	0.1%Prev: 0.1%	3,988 SH	Decreased-290 SH
AMAZON COM INC	COM	$2.1M	0.5%Prev: 0.5%	9,007 SH	Increased-68 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$250K	0.1%	2,450 SH	New
APPLE INC	COM	$5.6M	1.4%Prev: 1.5%	20,698 SH	Increased-1,182 SH
AVERY DENNISON CORP	COM	$317K	0.1%	1,742 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	1.0%Prev: 0.9%	8,018 SH	Increased+1,368 SH
BLACKROCK TAX MUNICPAL BD TR	SHS	$336K	0.1%	20,585 SH	New
BOEING CO	COM	$253K	0.1%Prev: 0.1%	1,164 SH	Increased
BROOKFIELD CORP	CL A LTD VT SH	$2.1M	0.5%Prev: 0.4%	44,717 SH	Increased+23,312 SH
BUTTERFLY NETWORK INC	COM CL A	$158K	0.0%Prev: 0.0%	41,600 SH	Increased-2,500 SH
CHUBB LIMITED	COM	$272K	0.1%	871 SH	New
CITIGROUP INC	COM NEW	$270K	0.1%Prev: 0.1%	2,317 SH	Increased
CORTEVA INC	COM	$541K	0.1%Prev: 0.1%	8,072 SH	Increased+4,335 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.5%Prev: 0.6%	2,340 SH	Decreased-146 SH
CROWDSTRIKE HLDGS INC	CL A	$435K	0.1%Prev: 0.1%	928 SH	Decreased-13 SH
CSX CORP	COM	$398K	0.1%Prev: 0.1%	10,985 SH	Increased+4,325 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$207K	0.1%	4,147 SH	New
ELI LILLY & CO	COM	$384K	0.1%	357 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$514K	0.1%Prev: 0.2%	44,877 SH	Decreased-7,050 SH
EQT CORP	COM	$410K	0.1%	7,644 SH	New
EXPEDIA GROUP INC	COM NEW	$350K	0.1%	1,235 SH	New
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.2%	11,890 SH	Increased+4,079 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.3M	0.3%Prev: 0.5%	29,251 SH	Decreased-10,202 SH
GFL ENVIRONMENTAL INC	SUB VTG SHS	$223K	0.1%	5,185 SH	New
HONEYWELL INTL INC	COM	$233K	0.1%Prev: 0.1%	1,196 SH	Decreased-28 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.3%Prev: 0.3%	4,045 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$2.8M	0.7%Prev: 0.7%	4,600 SH	Increased+462 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.1M	0.3%Prev: 0.3%	22,878 SH	Decreased+4,317 SH
ISHARES GOLD TR	ISHARES NEW	$392K	0.1%Prev: 0.1%	4,835 SH	Decreased-1,040 SH
ISHARES INC	MSCI EMERG MRKT	$446K	0.1%Prev: 0.1%	6,965 SH	Increased
ISHARES INC	MSCI ISRAEL ETF	$203K	0.1%	1,847 SH	New
ISHARES SILVER TR	ISHARES	$393K	0.1%Prev: 0.1%	6,100 SH	Increased-1,210 SH
ISHARES TR	3 7 YR TREAS BD	$12.1M	3.1%Prev: 3.1%	101,713 SH	Increased+2,823 SH
ISHARES TR	BROAD USD HIGH	$337K	0.1%Prev: 0.1%	9,000 SH	Decreased
ISHARES TR	CALIF MUN BD ETF	$11.1M	2.8%Prev: 3.8%	193,681 SH	Decreased-56,199 SH
ISHARES TR	CHINA LG-CAP ETF	$309K	0.1%Prev: 0.1%	8,071 SH	Decreased
ISHARES TR	CORE DIV GRWTH	$368K	0.1%Prev: 0.1%	5,304 SH	Increased
ISHARES TR	CORE MSCI EAFE	$4.5M	1.1%Prev: 1.2%	50,383 SH	Increased
ISHARES TR	CORE S&P500 ETF	$5.4M	1.4%Prev: 1.4%	7,842 SH	Increased-3 SH
ISHARES TR	CORE US AGGBD ET	$994K	0.3%Prev: 0.3%	9,951 SH	Increased+70 SH
ISHARES TR	FUTURE EXPONENTI	$228K	0.1%Prev: 0.1%	3,266 SH	Decreased
ISHARES TR	ISHARES SEMICDTR	$473K	0.1%Prev: 0.1%	1,571 SH	Increased+36 SH
ISHARES TR	JPMORGAN USD EMG	$7.7M	2.0%Prev: 2.0%	79,926 SH	Decreased-1,107 SH
ISHARES TR	MSCI USA MMENTM	$517K	0.1%Prev: 0.1%	2,067 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$9.3M	2.4%Prev: 2.9%	87,004 SH	Decreased-14,543 SH
ISHARES TR	RUS 1000 VAL ETF	$2.8M	0.7%Prev: 0.8%	13,422 SH	Decreased-1,227 SH
ISHARES TR	RUSSELL 2000 ETF	$376K	0.1%Prev: 0.1%	1,526 SH	Increased+40 SH
ISHARES TR	S&P 500 GRWT ETF	$731K	0.2%Prev: 0.2%	5,934 SH	Decreased-297 SH
ISHARES TR	SHRT NAT MUN ETF	$966K	0.2%Prev: 0.3%	9,058 SH	Decreased
ISHARES TR	TRS FLT RT BD	$41.4M	10.5%Prev: 10.0%	819,788 SH	Increased+74,289 SH
ISHARES TR	TRUST ISHARE 0-1	$547K	0.1%	4,967 SH	New
ISHARES TR	US TREAS BD ETF	$416K	0.1%Prev: 0.1%	18,057 SH	Decreased
J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$201K	0.1%Prev: 0.1%	3,055 SH	Decreased-25 SH
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.2%	5,189 SH	Increased+954 SH
JPMORGAN CHASE & CO.	COM	$315K	0.1%Prev: 0.1%	977 SH	Increased
KROGER CO	COM	$210K	0.1%Prev: 0.1%	3,367 SH	Decreased
LENZ THERAPEUTICS INC	COM	$243K	0.1%Prev: 0.2%	15,186 SH	Decreased
META PLATFORMS INC	CL A	$798K	0.2%Prev: 0.1%	1,208 SH	Increased+577 SH
MICRON TECHNOLOGY INC	COM	$239K	0.1%	838 SH	New
MICROSOFT CORP	COM	$3.9M	1.0%Prev: 0.9%	8,096 SH	Increased+1,360 SH
NETFLIX INC	COM	$371K	0.1%Prev: 0.1%	3,960 SH	Decreased+3,618 SH
NUVEEN AMT FREE MUN CR INC F	COM	$524K	0.1%Prev: 0.1%	41,400 SH	Increased
NUVEEN AMT FREE QLTY MUN INC	COM	$506K	0.1%	43,500 SH	New
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$515K	0.1%Prev: 0.1%	40,925 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	0.5%Prev: 0.5%	10,495 SH	Increased+206 SH
OCUGEN INC	COM	$1.3M	0.3%Prev: 0.5%	991,186 SH	Decreased-121,488 SH
ORACLE CORP	COM	$1.4M	0.4%Prev: 0.4%	7,439 SH	Increased+2,421 SH
PALANTIR TECHNOLOGIES INC	CL A	$372K	0.1%Prev: 0.1%	2,092 SH	Increased+108 SH
PALO ALTO NETWORKS INC	COM	$379K	0.1%Prev: 0.1%	2,060 SH	Decreased
PATRIOT NATL BANCORP INC	COM NEW	$222K	0.1%Prev: 0.0%	121,828 SH	Increased
PATTERSON-UTI ENERGY INC	COM	$172K	0.0%Prev: 0.0%	28,230 SH	Increased
PROGRESSIVE CORP	COM	$2.5M	0.6%Prev: 0.6%	11,073 SH	Increased+2,536 SH
RTX CORPORATION	COM	$1.1M	0.3%Prev: 0.2%	5,993 SH	Increased+2,480 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$389K	0.1%Prev: 0.1%	15,493 SH	Decreased-15 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	0.5%Prev: 0.5%	60,311 SH	Increased
SCHWAB STRATEGIC TR	US LCAP VA ETF	$5.2M	1.3%Prev: 1.4%	175,707 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$337K	0.1%Prev: 0.1%	12,507 SH	Increased
SCHWAB STRATEGIC TR	US REIT ETF	$304K	0.1%Prev: 0.1%	14,560 SH	Decreased
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.2M	1.1%Prev: 1.1%	146,310 SH	Increased-1,167 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$664K	0.2%Prev: 0.2%	25,064 SH	Increased+1,228 SH
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$243K	0.1%Prev: 0.1%	18,000 SH	Decreased
SPDR GOLD TR	GOLD SHS	$801K	0.2%Prev: 0.2%	2,022 SH	Decreased-295 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$30.8M	7.8%Prev: 8.2%	694,494 SH	Decreased-30,407 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5.8M	1.5%Prev: 1.6%	124,303 SH	Decreased-3,739 SH
SPDR S&P 500 ETF TR	TR UNIT	$410K	0.1%Prev: 0.1%	601 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$52.0M	13.2%	1,126,107 SH	New
STRYKER CORPORATION	COM	$953K	0.2%Prev: 0.3%	2,712 SH	Decreased
T-MOBILE US INC	COM	$2.3M	0.6%Prev: 0.6%	11,128 SH	Increased+2,436 SH
TESLA INC	COM	$468K	0.1%Prev: 0.1%	1,041 SH	Decreased-135 SH
TEXTRON INC	COM	$376K	0.1%	4,315 SH	New
TRAVELERS COMPANIES INC	COM	$977K	0.2%Prev: 0.2%	3,368 SH	Increased
TRINITY CAP INC	COM	$217K	0.1%Prev: 0.1%	14,787 SH	Decreased-364 SH
UBER TECHNOLOGIES INC	COM	$245K	0.1%	2,995 SH	New
VANECK ETF TRUST	INTRMDT MUNI ETF	$571K	0.1%Prev: 0.1%	12,109 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.2M	1.6%Prev: 2.0%	84,271 SH	Decreased-15,078 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$36.2M	9.2%Prev: 4.1%	748,803 SH	Increased+437,970 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.9M	2.2%Prev: 2.4%	18,148 SH	Decreased-650 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$664K	0.2%Prev: 0.2%	2,110 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$670K	0.2%Prev: 0.2%	2,307 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.3%Prev: 0.3%	1,837 SH	Increased+57 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$507K	0.1%Prev: 0.1%	2,392 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$7.9M	2.0%Prev: 2.1%	30,813 SH	Increased+160 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$624K	0.2%Prev: 0.2%	2,066 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$12.7M	3.2%Prev: 3.1%	37,775 SH	Increased+2,134 SH
VANGUARD INDEX FDS	VALUE ETF	$17.9M	4.5%Prev: 4.5%	93,497 SH	Increased+3,232 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	1.0%Prev: 1.1%	71,496 SH	Decreased-1,824 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$294K	0.1%Prev: 0.1%	3,515 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$485K	0.1%Prev: 0.1%	3,439 SH	Increased
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.5M	0.4%Prev: 0.4%	29,983 SH	Decreased-268 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	0.3%Prev: 0.3%	15,430 SH	Increased+210 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$5.1M	1.3%Prev: 2.0%	91,485 SH	Decreased-37,781 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.1M	0.3%Prev: 0.2%	18,824 SH	Increased+4,589 SH
VANGUARD STAR FDS	VG TL INTL STK F	$540K	0.1%Prev: 0.1%	7,163 SH	Increased+749 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$19.7M	5.0%Prev: 5.0%	314,960 SH	Increased+2,015 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.5M	0.4%Prev: 0.4%	22,725 SH	Decreased-308 SH
VANGUARD WORLD FD	INF TECH ETF	$1.4M	0.3%Prev: 0.4%	1,816 SH	Decreased-146 SH
VISA INC	COM CL A	$325K	0.1%	927 SH	New
WALMART INC	COM	$444K	0.1%Prev: 0.1%	3,981 SH	Increased
WORTHINGTON ENTERPRISES INC	COM	$206K	0.1%Prev: 0.1%	3,994 SH	Decreased

Sold (vs prior filing)

AGNICO EAGLE MINES LTD — $351K
AMERICAN REBEL HLDGS INC — $69K
AON PLC — $1.2M
BLACKROCK MUN INCOME QUALITY — $487K
BROADCOM INC — $208K
ENERGY TRANSFER L P — $299K
GRAYSCALE ETHEREUM TRUST ETF — $201K
INVESCO EXCHANGE TRADED FD T — $580K
ISHARES TR — $602K
KRANESHARES TRUST — $254K
ONEOK INC NEW — $379K
SPDR SERIES TRUST — $258K
SPDR SERIES TRUST — $1.9M
SPDR SERIES TRUST — $30.2M
SPDR SERIES TRUST — $12.5M
SPDR SERIES TRUST — $1.9M
SPDR SERIES TRUST — $12.0M
SPDR SERIES TRUST — $269K
TARGET CORP — $466K
THE REAL BROKERAGE INC — $46K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001172661-26-000467	$393.8M	View
Nov 14, 2025	Q3 2025	13F-HR	0001172661-25-004914	$376.9M	View
Jul 20, 2026	Q2 2026