Titelia

Holdings of Rinkey Investments

120 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55.6 % of the equity sleeve

Sector breakdown

  • Funds 14.4 %
  • Technology 3.5 %
  • Financials 2.0 %
  • Communication 1.3 %
  • Consumer staples 0.8 %
  • Consumer discretionary 0.7 %
  • Energy 0.7 %
  • Health care 0.6 %
  • Industrials 0.5 %
  • Materials 0.1 %
  • Unattributed 75.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US120387.9M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 796,76140.3M $
2State Street SPDR Portfolio Developed World ex-US ETF 651,96329.8M $
3State Street SPDR Portfolio S& 365,33928.9M $
4Vanguard Charlotte Funds 483,89123.3M $
5Vanguard FTSE Developed Markets ETF 310,21019.9M $
6Vanguard Value ETF 97,03219M $
7Vanguard Total Bond Market ETF 206,81415.2M $
8iShares California Muni Bond ETF 258,96314.7M $
9Vanguard Total Stock Market ETF 38,93512.5M $
10iShares Trust 101,96612.1M $
11State Street SPDR Portfolio Short Term Treasury ETF 407,12611.9M $
12iShares National Muni Bond ETF 111,45611.8M $
13Vanguard Small-Cap ETF 31,7278.3M $
14Vanguard Growth ETF 19,0258.3M $
15Vanguard Scottsdale Funds 145,7118.1M $
16Vanguard International Equity Index Funds 108,0565.8M $
17State Street SPDR Portfolio Emerging Markets ETF 120,3205.6M $
18State Street SPDR Portfolio Ag 213,5635.5M $
19Schwab Strategic Trust 175,7075.4M $
20iShares Core S&P 500 ETF 7,8315.1M $
21Apple Inc 20,1155.1M $
22iShares Core MSCI EAFE ETF 50,3834.6M $
23Schwab U.S. Small-Cap ETF 144,7494.2M $
24Berkshire Hathaway Inc 8,2714M $
25iShares J.P. Morgan USD Emerging Markets Bond ETF 41,7563.9M $
26Microsoft Corp 7,8622.9M $
27Invesco QQQ Trust Series 1 4,8582.8M $
28iShares Trust 12,6392.7M $
29T-Mobile US Inc 11,1282.3M $
30Costco Wholesale Corp 2,2582.2M $
31Progressive Corp/The 11,0732.2M $
32Fidelity Total Bond ETF 46,1472.1M $
33Exxon Mobil Corp 11,7402M $
34State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 57,0001.9M $
35State Street SPDR Portfolio TIPS ETF 72,0511.9M $
36Ocugen Inc 1,032,9891.9M $
37Amazon.com Inc 8,8331.8M $
38NVIDIA Corp 10,1461.8M $
39Schwab Strategic Trust 60,3111.8M $
40Vanguard Information Technology ETF 2,4911.7M $
41Vanguard Emerging Markets Government Bond ETF 22,7251.5M $
42Vanguard Malvern Funds 29,4941.5M $
43Vanguard Intermediate-Term Corporate Bond ETF 17,5691.5M $
44Vanguard Scottsdale Funds 21,2491.2M $
45Alphabet Inc 4,2421.2M $
46Johnson & Johnson 4,9541.2M $
47RTX Corp 5,9931.2M $
48Oracle Corp 7,4491.1M $
49Vanguard S&P 500 ETF 1,7931.1M $
50Travelers Cos Inc/The 3,368982.4K $
51iShares Core U.S. Aggregate Bond ETF 9,068900.2K $
52International Business Machines Corp. 3,703897.6K $
53Stryker Corp 2,712891.1K $
54iShares Bitcoin Trust ETF 22,768874.7K $
55Alphabet Inc 2,902832.5K $
56SPDR Gold Shares 1,920826.2K $
57iShares Trust 15,865808.3K $
58Vanguard Index Funds 2,548770.3K $
59iShares Short-Term National Muni Bond ETF 7,165763.1K $
60State Street Utilities Select Sector SPDR ETF 16,190743K $
61iShares Trust 5,924670.1K $
62Schwab US TIPS ETF 25,064667K $
63Vanguard Mid-Cap ETF 2,307662.5K $
64Vanguard Large-Cap ETF 2,110630.6K $
65Vanguard Total International S 7,702594K $
66VanEck ETF Trust 12,109562.2K $
67iShares 0-1 Year Treasury Bond ETF 4,850535.4K $
68Vanguard Index Funds 2,392519.7K $
69iShares Trust 1,571516.3K $
70NUVEEN AMT-FREE MUN CR INCOME FD 41,400510.5K $
71Nuveen Municipal Credit Income 41,125500.9K $
72iShares MSCI USA Momentum Factor ETF 2,055493.2K $
73Walmart Inc 3,961492.3K $
74NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 43,500488.5K $
75Tesla Inc 1,312487.7K $
76Vanguard Total World Stock ETF 3,435475.1K $
77ISHARES INC 4,075472.9K $
78CSX Corp 11,240461.4K $
79iShares MSCI Emerging Markets Min Vol Factor ETF 6,963450.7K $
80Meta Platforms Inc 749428.6K $
81iShares Trust 18,057413.7K $
82State Street SPDR S&P 500 ETF Trust 605393.5K $
83iShares Core Dividend Growth ETF 5,304372.2K $
84iShares Russell 2000 ETF 1,486368.5K $
85Netflix Inc 3,764361.9K $
86Palantir Technologies Inc 2,429355.3K $
87Schwab Intermediate-Term U.S. Treasury ETF 14,251355K $
88American Century ETF Trust 3,190352.4K $
89BlackRock Taxable Municipal Bond Trust 20,585332.9K $
90Palo Alto Networks Inc 2,060330.3K $
91Schwab U.S. Large-Cap ETF 12,606323.2K $
92EQT Corp 5,049321.3K $
93Schwab U.S. REIT ETF 14,560312.9K $
94Eli Lilly & Co 337310K $
95Micron Technology Inc 905305.7K $
96Patterson-UTI Energy Inc 28,230305.7K $
97iShares China Large-Cap ETF 8,071289.7K $
98Vanguard FTSE Europe ETF 3,515289.7K $
99JPMorgan Chase & Co 977287.4K $
100Crowdstrike Holdings Inc 735287K $