account_balance

Investment manager · 13F filer · SEC CIK 1730774

Rinkey Investments

Reported value$416Mas of Sep 30, 2026
Positions132 16 new, 12 sold out
Top 10 weight59.0%TFLO alone is 11%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TFLO iShares Tr 10.6% Trimmed −10%
SPTM SPDR Series Trust 7.9% Held
SPDW SPDR Index SHS FDS 7.5% Trimmed −3%
VTV Vanguard Index FDS 6.7% Added +22%
VEA Vanguard Tax-Managed FDS 6.3% Added +13%
BNDX Vanguard Charlotte FDS 5.6% Added +4%
BND Vanguard Bd Index FDS 4.3% Added +10%
VTI Vanguard Index FDS 3.6% Held
CMF iShares Tr 3.3% Trimmed −6%
MUB iShares Tr 3.1% Added +10%
VUG Vanguard Index FDS 3.0% Added +12%
VGLT Vanguard Scottsdale FDS 1.9% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
  • SHV +58%
  • XBI +52%
  • FBND +23%
  • VTV +22%
arrow_downwardTrimmed
  • VB −64%
  • VWO −30%
  • SCHA −23%
  • IEI −17%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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