Rinkey Investments

Institutional manager (13F) · CIK 1730774

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $359M

#	Issuer	Value	Shares
1	ISHARES TR	$40M	796,761
2	SPDR INDEX SHS FDS	$30M	651,963
3	SPDR SERIES TRUST	$29M	365,339
4	VANGUARD CHARLOTTE FDS	$23M	483,891
5	VANGUARD TAX-MANAGED FDS	$20M	310,210
6	VANGUARD INDEX FDS	$19M	97,032
7	VANGUARD BD INDEX FDS	$15M	206,814
8	ISHARES TR	$15M	258,963
9	VANGUARD INDEX FDS	$12M	38,935
10	ISHARES TR	$12M	101,966
11	SPDR SERIES TRUST	$12M	407,126
12	ISHARES TR	$12M	111,456
13	VANGUARD INDEX FDS	$8M	31,727
14	VANGUARD INDEX FDS	$8M	19,025
15	VANGUARD SCOTTSDALE FDS	$8M	145,711
16	VANGUARD INTL EQUITY INDEX F	$6M	108,056
17	SPDR INDEX SHS FDS	$6M	120,320
18	SPDR SERIES TRUST	$5M	213,563
19	SCHWAB STRATEGIC TR	$5M	175,707
20	ISHARES TR	$5M	7,831
21	APPLE INC	$5M	20,115
22	ISHARES TR	$5M	50,383
23	SCHWAB STRATEGIC TR	$4M	144,749
24	BERKSHIRE HATHAWAY INC DEL	$4M	8,271
25	ISHARES TR	$4M	41,756
26	MICROSOFT CORP	$3M	7,862
27	INVESCO QQQ TR	$3M	4,858
28	ISHARES TR	$3M	12,639
29	T-MOBILE US INC	$2M	11,128
30	COSTCO WHOLESALE CORPORATION	$2M	2,258
31	PROGRESSIVE CORP	$2M	11,073
32	FIDELITY MERRIMACK STR TR	$2M	46,147
33	EXXON MOBIL CORP	$2M	11,740
34	SPDR SERIES TRUST	$2M	57,000
35	SPDR SERIES TRUST	$2M	72,051
36	OCUGEN INC	$2M	1,032,989
37	AMAZON COM INC	$2M	8,833
38	BROOKFIELD CORP	$2M	44,717
39	NVIDIA CORPORATION	$2M	10,146
40	SCHWAB STRATEGIC TR	$2M	60,311
41	VANGUARD WORLD FD	$2M	2,491
42	VANGUARD WHITEHALL FDS	$1M	22,725
43	VANGUARD MALVERN FDS	$1M	29,494
44	VANGUARD SCOTTSDALE FDS	$1M	17,569
45	VANGUARD SCOTTSDALE FDS	$1M	21,249
46	ALPHABET INC	$1M	4,242
47	JOHNSON & JOHNSON	$1M	4,954
48	RTX CORPORATION	$1M	5,993
49	ORACLE CORP	$1M	7,449
50	VANGUARD INDEX FDS	$1M	1,793

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.