Rinkey-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  null,
  "NVG",
  "ACN",
  null,
  "GOOGL",
  null,
  "LENZ",
  "HON",
  null,
  "MUB",
  "BYM",
  null,
  null,
  "MSFT",
  "TMUS",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  null,
  null,
  "PANW",
  null,
  "VGSH",
  "PGR",
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "REGN",
  "IEFA",
  "SCHX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "IBM",
  "SYK",
  null,
  "VWO",
  "VCIT",
  "VIG",
  null,
  "BN.TO",
  "GPK",
  "AVY",
  null,
  "TRIN",
  "CLPT",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "VGK",
  null,
  "VGLT",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "WOR",
  null,
  null,
  "ET",
  "SCHG",
  null,
  "SCHA",
  "NZF",
  null,
  "BRK-B",
  "BFLY",
  "COST",
  "CTVA",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 95
Total Value: 315650260
Accession Number: 0001172661-25-002155
Form Type: 13F-HR
CIK: rinkey-investments
Manager Name: Rinkey-Investments

Data Enrichment

69% identified

66 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $315.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922042858

VWO|922042858

Shares:82.2K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$315.7M)

92206C870

VCIT|92206C870

Shares:38.1K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$315.7M)

464287598

IWD|464287598

Shares:15.7K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$315.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.3K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$315.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:8.5K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$315.7M)

78464A375

Shares:71.7K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$315.7M)

T-Mobile US, Inc.

TMUS|872590104

Shares:8.7K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$315.7M)

MICROSOFT CORP

MSFT|594918104

Shares:5.9K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$315.7M)

78464A656

Shares:79.6K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$315.7M)

921937835

BND|921937835

Shares:28.2K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$315.7M)

808524607

SCHA|808524607

Shares:86.3K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$315.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.1K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$315.7M)

922020805

Shares:33.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$315.7M)

808524409

Shares:60.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$315.7M)

921946885

Shares:19.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$315.7M)

92204A702

VGT|92204A702

Shares:2.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$315.7M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:21.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$315.7M)

AMAZON COM INC

AMZN|023135106

Shares:5.8K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$315.7M)

Accenture plc

ACN|G1151C101

Shares:3.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$315.7M)

STRYKER CORP

SYK|863667101

Shares:2.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$315.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VWOcusip922042858)	82.2K	QoQ -51.15% (-86.1K) YoY +114.58% (+43.9K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$315.7M)	QoQ -49.80% (-$3.7M) YoY +132.50% (+$2.1M)
(VCITcusip92206C870)	38.1K	QoQ +65.69% (+15.1K) YoY NEW(+38.1K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$315.7M)	QoQ +68.76% (+$1.3M) YoY NEW(+$3.1M)
(IWDcusip464287598)	15.7K	QoQ -12.12% (-2.2K) YoY -25.12% (-5.3K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$315.7M)	QoQ -10.68% (-$352.9K) YoY -21.33% (-$800.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.3K	QoQ -0.28% (-15) YoY +16.05% (+727)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$315.7M)	QoQ +17.16% (-$410.0K) YoY +46.97% (+$894.7K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	8.5K	QoQ 0.00% (+0) YoY +34.86% (+2.2K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$315.7M)	QoQ +18.11% (+$370.5K) YoY +84.54% (+$1.1M)
(cusip78464A375)✕	71.7K	QoQ +4.40% (+3.0K) YoY +85.38% (+33.0K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$315.7M)	QoQ +5.93% (+$133.6K) YoY +88.50% (+$1.1M)
T-Mobile US, Inc.(TMUScusip872590104)	8.7K	QoQ -0.41% (-36) YoY +44.86% (+2.7K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$315.7M)	QoQ +20.33% (-$391.7K) YoY +136.71% (+$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	5.9K	QoQ +0.94% (-55) YoY +47.89% (+1.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$315.7M)	QoQ -10.08% (-$246.6K) YoY +31.95% (+$532.3K)
(cusip78464A656)✕	79.6K	QoQ -10.43% (-9.3K) YoY -64.54% (-144.8K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$315.7M)	QoQ -6.64% (-$149.4K) YoY -63.49% (-$3.7M)
(BNDcusip921937835)	28.2K	QoQ +79.83% (+12.5K) YoY +669.39% (+24.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$315.7M)	QoQ +83.69% (+$942.1K) YoY +678.07% (+$1.8M)
(SCHAcusip808524607)	86.3K	QoQ NEW(+86.3K) YoY NEW(+86.3K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$315.7M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.1K	QoQ -16.50% (-415) YoY -43.02% (-1.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$315.7M)	QoQ -13.81% (-$318.3K) YoY -26.45% (-$714.3K)
(cusip922020805)✕	33.0K	QoQ -12.58% (-4.8K) YoY -48.32% (-30.9K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$315.7M)	QoQ -9.91% (-$181.2K) YoY -46.15% (-$1.4M)
(cusip808524409)✕	60.0K	QoQ NEW(+60.0K) YoY NEW(+60.0K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$315.7M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip921946885)✕	19.9K	QoQ -0.19% (-39) YoY +36.89% (+5.4K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$315.7M)	QoQ +1.46% (-$18.4K) YoY +37.64% (+$348.9K)
(VGTcusip92204A702)	2.2K	QoQ -0.44% (-10) YoY +4.86% (+103)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$315.7M)	QoQ -13.14% (-$182.3K) YoY +8.45% (+$94.0K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	21.4K	QoQ 0.00% (-0) YoY +70.55% (+8.9K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$315.7M)	QoQ -8.77% (-$107.9K) YoY +113.49% (+$596.4K)
AMAZON COM INC(AMZNcusip023135106)	5.8K	QoQ -3.21% (-191) YoY -5.20% (-316)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$315.7M)	QoQ -16.06% (-$209.6K) YoY -0.01% (-$111)
Accenture plc(ACNcusipG1151C101)	3.5K	QoQ -0.57% (-20) YoY +69.12% (+1.4K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$315.7M)	QoQ -11.80% (-$145.3K) YoY +52.26% (+$372.6K)
STRYKER CORP(SYKcusip863667101)	2.7K	QoQ 0.00% (+0) YoY +1.11% (+30)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$315.7M)	QoQ +3.38% (+$33.1K) YoY +5.18% (+$49.7K)