Rinkey Investments: 13F holdings

CIK 17307742026Q2

Positions128
Reported value$424.8m
Filed2026-07-20

Change since last quarter

Positions128 (+3 vs prior quarter)
Reported value$424.8m (+8.7%)

Top 10 holdings

SecuritySharesValueWeight
TFLO ISHARES TR961,211$48.7m11.5%
SPYM SPDR SERIES TRUST363,352$33.0m7.8%
EWU SPDR INDEX SHS FDS639,738$32.2m7.6%
VEA VANGUARD TAX-MANAGED FDS330,467$23.5m5.5%
BNDX VANGUARD CHARLOTTE FDS477,491$23.1m5.4%
VTV VANGUARD INDEX FDS105,750$23.0m5.4%
BND VANGUARD BD INDEX FDS233,157$17.1m4.0%
CMF ISHARES TR266,511$15.4m3.6%
VTI VANGUARD INDEX FDS39,953$14.8m3.5%
MUB ISHARES TR115,606$12.4m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1730774")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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