Rinkey Investments
CIK:0001730774
Investment Adviser
$0 AUM
100 holdings
San Diego, CA, USA
Rinkey Investments, operating as Illumination Wealth Management, is a registered investment adviser providing comprehensive financial life management services. It offers fee-only services and focuses on investment advice and fiduciary due diligence.
Investment Strategy
Focuses on tailored investment advice and financial planning for clients, including research and analysis across various investment products.
Top Buys
C
CMFISHARES TR+$8.7M
S
SPDWSPDR INDEX SHS FDS+$4.2M
S
SCHVSCHWAB STRATEGIC TR+$3.3M
B
BNDVANGUARD BD INDEX FDS+$2.8M
S
SPTMSPDR SERIES TRUST+$2.2M
Top Sells
M
MUBISHARES TR-$7.9M
T
TFLOISHARES TR-$7.1M
V
VCITVANGUARD SCOTTSDALE FDS-$1.9M
S
SPABSPDR SERIES TRUST-$1.1M
V
VTVVANGUARD INDEX FDS-$1.1M
Top Holdings
T
TFLOISHARES TR+10.4%$34.5M
S
SPDWSPDR INDEX SHS FDS+9.0%$29.9M
S
SPTMSPDR SERIES TRUST+8.5%$28.3M
V
VEAVANGUARD TAX-MANAGED FDS+4.7%$15.5M
V
VTVVANGUARD INDEX FDS+4.4%$14.5M
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 10.36% | $34.5M | 680,627 | $50.50 | $50.65 | -$7.1M |
S SPDW | SPDR INDEX SHS FDS | 8.99% | $29.9M | 738,744 | $33.40 | $40.49 | +$4.2M |
S SPTM | SPDR SERIES TRUST | 8.51% | $28.3M | 378,037 | $54.84 | $74.89 | +$2.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.67% | $15.5M | 272,524 | $47.32 | $57.01 | -$619.9K |
V VTV | VANGUARD INDEX FDS | 4.36% | $14.5M | 82,019 | $173.94 | $176.74 | -$1.1M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+1.6%
FIRE, MARINE & CASUALTY INSURANCE
+1.6%
ELECTRONIC COMPUTERS
+1.4%
RETAIL-VARIETY STORES
+0.8%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.6%