Rinkey Investments Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$376.9B

Holdings

126

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (126 positions)

#StockSharesValue% PortfolioType
1
TFLOISHARES TR
745,499$37.7B10.01%
2
SPDWSPDR INDEX SHS FDS
724,901$31.0B8.23%
3
SPTMSPDR SERIES TRUST
374,471$30.2B8.01%
4
VEAVANGUARD TAX-MANAGED FDS
312,945$18.8B4.97%
5
VTVVANGUARD INDEX FDS
90,265$16.8B4.47%
6
BNDXVANGUARD CHARLOTTE FDS
310,833$15.4B4.08%
7
CMFISHARES TR
249,880$14.3B3.78%
8
SPABSPDR SERIES TRUST
482,617$12.5B3.31%
9
SPTSSPDR SERIES TRUST
407,956$12.0B3.17%
10
IEIISHARES TR
98,890$11.8B3.14%
11
VTIVANGUARD INDEX FDS
35,641$11.7B3.10%
12
MUBISHARES TR
101,547$10.8B2.87%
13
VUGVANGUARD INDEX FDS
18,798$9.0B2.39%
14
VBVANGUARD INDEX FDS
30,653$7.8B2.07%
15
EMBISHARES TR
81,033$7.7B2.05%
16
BNDVANGUARD BD INDEX FDS
99,349$7.4B1.96%
17
VGLTVANGUARD SCOTTSDALE FDS
129,266$7.4B1.95%
18
SPEMSPDR INDEX SHS FDS
128,042$6.0B1.59%
19
AAPLAPPLE INC
21,880$5.6B1.48%
20
IVVISHARES TR
7,845$5.3B1.39%
21
SCHVSCHWAB STRATEGIC TR
175,707$5.1B1.36%
22
AQLTISHARES TR
50,383$4.4B1.17%
23
SCHASCHWAB STRATEGIC TR
147,477$4.1B1.09%
24
VWOVANGUARD INTL EQUITY INDEX F
73,320$4.0B1.05%
25
MSFTMICROSOFT CORP
6,736$3.5B0.93%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
6,650$3.3B0.89%
27
IWDISHARES TR
14,649$3.0B0.79%
28
NDQINVESCO QQQ TR
4,138$2.5B0.66%
29
COSTCOSTCO WHSL CORP NEW
2,486$2.3B0.61%
30
PGRPROGRESSIVE CORP
8,537$2.1B0.56%
31
TMUST-MOBILE US INC
8,692$2.1B0.55%
32
AMZNAMAZON COM INC
9,075$2.0B0.53%
33
SCHGSCHWAB STRATEGIC TR
60,311$1.9B0.51%
34
NVDANVIDIA CORPORATION
10,289$1.9B0.51%
35
SPIBSPDR SERIES TRUST
55,386$1.9B0.50%
36
SPIPSPDR SERIES TRUST
71,234$1.9B0.50%
37
FBNDFIDELITY MERRIMACK STR TR
39,453$1.8B0.48%
38
OCGNOCUGEN INC
1,112,674$1.8B0.48%
39
VWOBVANGUARD WHITEHALL FDS
23,033$1.5B0.41%
40
VTIPVANGUARD MALVERN FDS
30,251$1.5B0.41%
41
BNBROOKFIELD CORP
21,405$1.5B0.39%
42
VGTVANGUARD WORLD FD
1,962$1.5B0.39%
43
ORCLORACLE CORP
5,018$1.4B0.37%
44
VCITVANGUARD SCOTTSDALE FDS
15,220$1.3B0.34%
45
IBITISHARES BITCOIN TRUST ETF
18,561$1.2B0.32%
46
AONAON PLC
3,376$1.2B0.32%
47
IBMINTERNATIONAL BUSINESS MACHS
4,045$1.1B0.30%
48
VOOVANGUARD INDEX FDS
1,780$1.1B0.29%
49
SYKSTRYKER CORPORATION
2,712$1.0B0.27%
50
AGGISHARES TR
9,881$990.6M0.26%
51
GOOGLALPHABET INC
4,021$977.5M0.26%
52
SUBISHARES TR
9,058$967.2M0.26%
53
TRVTRAVELERS COMPANIES INC
3,368$940.4M0.25%
54
XOMEXXON MOBIL CORP
7,811$880.7M0.23%
55
ACNACCENTURE PLC IRELAND
3,479$857.9M0.23%
56
VGSHVANGUARD SCOTTSDALE FDS
14,235$837.7M0.22%
57
GQ9SPDR GOLD TR
2,317$823.6M0.22%
58
JNJJOHNSON & JOHNSON
4,235$785.3M0.21%
59
IVWISHARES TR
6,231$752.2M0.20%
60
LENZLENZ THERAPEUTICS INC
15,186$707.4M0.19%
61
GOOGALPHABET INC
2,799$681.8M0.18%
62
VOVANGUARD INDEX FDS
2,307$677.7M0.18%
63
VVVANGUARD INDEX FDS
2,110$649.6M0.17%
64
SCHPSCHWAB STRATEGIC TR
23,836$642.4M0.17%
65
VBKVANGUARD INDEX FDS
2,066$614.9M0.16%
66
SHVISHARES TR
5,447$601.8M0.16%
67
EOSEEOS ENERGY ENTERPRISES INC
51,927$591.4M0.16%
68
RTXRTX CORPORATION
3,513$587.8M0.16%
69
RSPINVESCO EXCHANGE TRADED FD T
3,058$580.1M0.15%
70
ITMVANECK ETF TRUST
12,109$564.3M0.15%
71
MTUMISHARES TR
2,067$530.1M0.14%
72
TSLATESLA INC
1,176$523.0M0.14%
73
NZFNUVEEN MUNICIPAL CREDIT INC
40,925$514.0M0.14%
74
NVGNUVEEN AMT FREE MUN CR INC F
41,400$508.8M0.13%
75
VBRVANGUARD INDEX FDS
2,392$499.2M0.13%
76
BYMBLACKROCK MUN INCOME QUALITY
44,500$487.3M0.13%
77
VTVANGUARD INTL EQUITY INDEX F
3,439$473.9M0.13%
78
VXUSVANGUARD STAR FDS
6,414$471.2M0.13%
79
DYHTARGET CORP
5,195$466.0M0.12%
80
METAMETA PLATFORMS INC
631$463.5M0.12%
81
CRWDCROWDSTRIKE HLDGS INC
941$461.4M0.12%
82
EEMVISHARES INC
6,965$444.6M0.12%
83
IAU*ISHARES GOLD TR
5,875$427.5M0.11%
84
PANWPALO ALTO NETWORKS INC
2,060$419.5M0.11%
85
AQLTISHARES TR
18,057$417.5M0.11%
86
SOXXISHARES TR
1,535$416.2M0.11%
87
WMTWALMART INC
3,981$410.3M0.11%
88
NFLXNETFLIX INC
342$410.0M0.11%
89
SPYSPDR S&P 500 ETF TR
601$400.4M0.11%
90
SCHRSCHWAB STRATEGIC TR
15,508$389.7M0.10%
91
OKEONEOK INC NEW
5,200$379.4M0.10%
92
PLTRPALANTIR TECHNOLOGIES INC
1,984$361.9M0.10%
93
DGROISHARES TR
5,304$361.1M0.10%
94
IWMISHARES TR
1,486$359.6M0.10%
95
AEMAGNICO EAGLE MINES LTD
2,085$351.4M0.09%
96
USHYISHARES TR
9,000$340.0M0.09%
97
FXIISHARES TR
8,071$332.0M0.09%
98
SCHXSCHWAB STRATEGIC TR
12,507$329.5M0.09%
99
SCHHSCHWAB STRATEGIC TR
14,560$314.1M0.08%
100
SLVISHARES SILVER TR
7,310$309.7M0.08%
Page 1 of 2Next