RI

Rinkey Investments Portfolio holdings

AUM $377M
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$8.7M
2 +$3.2M
3 +$2.8M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.55M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.44M

Top Sells

1 +$7.78M
2 +$7.09M
3 +$2.58M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.94M
5
VTV icon
Vanguard Value ETF
VTV
+$1.51M

Sector Composition

1 Technology 4.3%
2 Financials 2.3%
3 Communication Services 1.17%
4 Healthcare 1.06%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLD icon
51
SPDR Gold Trust
GLD
$131B
$706K 0.21%
2,317
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$3.34T
$671K 0.2%
3,809
+1,320
JNJ icon
53
Johnson & Johnson
JNJ
$472B
$662K 0.2%
4,337
+4
SHV icon
54
iShares Short Treasury Bond ETF
SHV
$20.7B
$661K 0.2%
+5,985
VGSH icon
55
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$649K 0.2%
11,049
+580
SCHP icon
56
Schwab US TIPS ETF
SCHP
$14.3B
$626K 0.19%
23,456
+333
VBK icon
57
Vanguard Small-Cap Growth ETF
VBK
$19.9B
$572K 0.17%
2,066
CRWD icon
58
CrowdStrike
CRWD
$135B
$501K 0.15%
+984
NVG icon
59
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$494K 0.15%
41,400
GOOG icon
60
Alphabet (Google) Class C
GOOG
$3.34T
$494K 0.15%
2,782
+1,301
NZF icon
61
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$488K 0.15%
40,925
BYM icon
62
BlackRock Municipal Income Quality Trust
BYM
$285M
$470K 0.14%
44,500
VBR icon
63
Vanguard Small-Cap Value ETF
VBR
$30.9B
$466K 0.14%
2,392
PLTR icon
64
Palantir
PLTR
$415B
$452K 0.14%
+3,318
LENZ
65
LENZ Therapeutics
LENZ
$801M
$445K 0.13%
15,186
OKE icon
66
Oneok
OKE
$44.4B
$429K 0.13%
5,260
-370
VXUS icon
67
Vanguard Total International Stock ETF
VXUS
$108B
$429K 0.13%
+6,204
NFLX icon
68
Netflix
NFLX
$471B
$425K 0.13%
317
+30
PANW icon
69
Palo Alto Networks
PANW
$140B
$422K 0.13%
2,060
+30
GOVT icon
70
iShares US Treasury Bond ETF
GOVT
$28.2B
$415K 0.12%
18,057
-252
TSLA icon
71
Tesla
TSLA
$1.34T
$401K 0.12%
1,261
+409
WMT icon
72
Walmart
WMT
$817B
$388K 0.12%
+3,971
INDA icon
73
iShares MSCI India ETF
INDA
$9.6B
$369K 0.11%
+6,625
SOXX icon
74
iShares Semiconductor ETF
SOXX
$15.7B
$366K 0.11%
1,535
+63
SPY icon
75
SPDR S&P 500 ETF Trust
SPY
$667B
$365K 0.11%
591
+135