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CIK: 0001990195
Total reported value
$400.1M
$400.1M
109 檔
52.6%
According to the latest 13F quarterly dataset, Rappaport Reiches Capital Management, LLC managed an equity portfolio of $400.1M at the end of Q4 2024, spanning 109 distinct U.S. exchange-listed positions.
During Q4 2024, Rappaport Reiches Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 17.08% | — | +13.62% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.90% | — | +15.32% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.58% | — | +6.97% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.96% | — | +6.09% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.79% | — | -0.30% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.22% | — | +10.25% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.91% | — | +5.62% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | — | +2.21% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | — | +1.54% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.31% | — | -3.36% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.23% | — | -0.32% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | — | -0.54% | |
| 13 | CME | Cme Group Inc | Stock-Financials | 1.59% | — | +0.27% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.39% | — | +6.26% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.36% | — | +210.22% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.35% | — | +9.60% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | — | +0.20% | |
| 18 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.83% | — | -1.23% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | — | +1.28% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | — | +0.19% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | — | +2.95% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | — | +2.63% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | — | +7.17% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | — | +0.17% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | — | +106.84% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | — | +4.26% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | — | +0.47% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.40% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +0.28% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | -6.27% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.38% | — | -11.45% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | — | +1.71% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.36% | — | +0.05% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | — | -5.17% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.35% | — | -0.06% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | — | +277.49% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | — | +6.44% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | — | -0.56% | |
| 40 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.28% | — | -19.47% | |
| 41 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.26% | — | +14.76% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.26% | — | +6.53% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | — | +0.09% | |
| 44 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.25% | — | +5.76% | |
| 45 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.25% | — | +12.04% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | — | +3.91% | |
| 48 | LII | Lennox International Inc | Stock-Industrials | 0.18% | — | +11.89% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.18% | — | — | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.17% | — | +199.99% |
According to official SEC Form 13F filings, Rappaport Reiches Capital Management, LLC reported a total U.S. public equity portfolio value of $400.1M across 109 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, BND, DFAU) accounted for 52.6% of total reported equity market value during Q4 2024.
During Q4 2024, Rappaport Reiches Capital Management, LLC's top holdings by market value included VCSH (17.1%)、BND (12.9%)、DFAU (10.6%). The largest single position, VCSH, represented 17.1% of total portfolio value.
In Q4 2024, Rappaport Reiches Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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