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RI

Rinkey Investments Portfolio holdings

AUM $391M
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
-0.63%
1 Year Est. Return
+11.8%
3 Year Est. Return
+29.77%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
-$2.8M
Cap. Flow
+$1.73M
Cap. Flow %
0.44%
Top 10 Hldgs %
55.17%
Holding
135
New
6
Increased
36
Reduced
46
Closed
10

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$9.09M
2
CMF icon
iShares California Muni Bond ETF
CMF
+$3.77M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$3.04M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.63M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.05M

Top Sells

1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$12.8M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.67M
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.16M
5
SLV icon
iShares Silver Trust
SLV
+$393K

Sector Composition

1 Technology 3.6%
2 Financials 2.53%
3 Communication Services 1.32%
4 Healthcare 1.16%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEA icon
76
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$489K 0.12%
43,500
– –
TSLA icon
77
Tesla
TSLA
$1.49T
$488K 0.12%
1,312
+271
+26% +$112K
VT icon
78
Vanguard Total World Stock ETF
VT
$77.6B
$475K 0.12%
3,435
-4
-0.1% -$575
EIS icon
79
iShares MSCI Israel ETF
EIS
$883M
$473K 0.12%
4,075
+2,228
+121% +$267K
CSX icon
80
CSX Corp
CSX
$92.8B
$461K 0.12%
11,240
+255
+2% +$9.99K
EEMV icon
81
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.51B
$451K 0.12%
6,963
-2
-0% -$133
META icon
82
Meta Platforms (Facebook)
META
$1.68T
$429K 0.11%
749
-459
-38% -$294K
GOVT icon
83
iShares US Treasury Bond ETF
GOVT
$43.5B
$414K 0.11%
18,057
– –
SPY icon
84
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$393K 0.1%
605
+4
+0.7% +$2.72K
DGRO icon
85
iShares Core Dividend Growth ETF
DGRO
$41.7B
$372K 0.1%
5,304
– –
IWM icon
86
iShares Russell 2000 ETF
IWM
$82.3B
$369K 0.09%
1,486
-40
-3% -$10.3K
NFLX icon
87
Netflix
NFLX
$310B
$362K 0.09%
3,764
-196
-5% -$17.3K
PLTR icon
88
Palantir
PLTR
$321B
$355K 0.09%
2,429
+337
+16% +$51.5K
SCHR
89
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$355K 0.09%
14,251
-1,242
-8% -$31.1K
AVUV icon
90
Avantis US Small Cap Value ETF
AVUV
$29.1B
$352K 0.09%
3,190
+740
+30% +$81.5K
BBN icon
91
BlackRock Taxable Municipal Bond Trust
BBN
$986M
$333K 0.09%
20,585
– –
PANW icon
92
Palo Alto Networks
PANW
$288B
$330K 0.08%
2,060
– –
SCHX icon
93
Schwab US Large- Cap ETF
SCHX
$72.5B
$323K 0.08%
12,606
+99
+0.8% +$2.66K
EQT icon
94
EQT Corp
EQT
$31.2B
$321K 0.08%
5,049
-2,595
-34% -$152K
SCHH icon
95
Schwab US REIT ETF
SCHH
$11.3B
$313K 0.08%
14,560
– –
LLY icon
96
Eli Lilly
LLY
$1.03T
$310K 0.08%
337
-20
-6% -$20.3K
MU icon
97
Micron Technology
MU
$1.11T
$306K 0.08%
905
+67
+8% +$26.2K
PTEN icon
98
Patterson-UTI
PTEN
$3.74B
$306K 0.08%
28,230
– –
FXI icon
99
iShares China Large-Cap ETF
FXI
$4.55B
$290K 0.07%
8,071
– –
VGK icon
100
Vanguard FTSE Europe ETF
VGK
$29.9B
$290K 0.07%
3,515
– –
2 3
4
5 6

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