RR

Rappaport Reiches Capital Management, LLC

13F
Rappaport Reiches Capital Management, LLC
Last update 2025-04-22 122 Stocks (19 new)
Value $400.00 Mil Turnover 5 %
Countries:
Top Holdings: VCSH(17.58%)BND(13.46%)DFAU(10.27%)VTIP(7.17%)AAPL(5.90%)
Summary Stock Picks Current Portfolio
Rappaport Reiches Capital Mana... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCSH 		Vanguard Short-Term Corporate Bond ETF
891,338
70,362.2
+5.12%
17.580
+0.86%
0.200
+1.08%
+2.56%
34,611.1
 
BND 		Vanguard Total Bond Market ETF
733,304
53,861.2
+5.52%
13.460
+0.70%
0.040
-0.22%
+2.04%
125,887.6
 
DFAU 		Dimensional US Core Equity Market ETF
1,069,342
41,105.5
+5.67%
10.270
+0.55%
0.560
+4.79%
+1.79%
8,082.1
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
574,887
28,686.8
+3.23%
7.170
+0.22%
0.210
+1.15%
+3.16%
14,744.7
 
AAPL 		Apple Inc
106,293
23,611.0
+1.19%
5.900
+0.07%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
DFAI 		Dimensional International Core Equity Market ETF
751,389
23,465.9
+8.50%
5.860
+0.46%
0.260
+8.31%
+18.10%
10,241.8
 
BNDX 		Vanguard Total International Bond ETF
390,092
19,044.3
+0.71%
4.760
+0.03%
0.030
+2.12%
+1.36%
64,870.2
 
SPY 		SPDR S&P 500 ETF Trust
15,633
8,744.7
+1.20%
2.190
+0.03%
0.000
+4.93%
+2.54%
612,819.6
 
VTI 		Vanguard Total Stock Market ETF
30,432
8,364.0
-1.52%
2.090
-0.04%
0.000
+5.02%
+2.19%
450,908.3
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
248,724
8,205.4
-0.43%
2.050
-0.01%
0.030
+3.93%
+1.26%
33,587.5
 

Rappaport Reiches Capital Management, LLC's Historical Top Holdings Breakdowns

Rappaport Reiches Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Add
+0.86%
●
77.7 ($78.41) 78.94
$78.59
0.23%
Add 5.12%
891,338
43,437
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.70%
●
71.17 ($72.57) 73.66
$72.20
-0.50%
Add 5.52%
733,304
38,343
DFAU 		Dimensional US Core Equity Market ETF2025-03-31Add
+0.55%
●
37.84 ($40.57) 42.31
$41.12
1.36%
Add 5.67%
1,069,342
57,386
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.46%
●
28.88 ($30.87) 32.4
$34.38
11.37%
Add 8.5%
751,389
58,855
VTIP 		Vanguard Short-Term Inflation-Protected Securities2025-03-31Add
+0.22%
●
48.43 ($49.09) 49.9
$49.85
1.55%
Add 3.23%
574,887
17,972
XLV 		Health Care Select Sector SPDR2025-03-31Add
+0.17%
●
137.61 ($145.27) 149.68
$134.38
-7.50%
Add 309.4%
6,096
4,607
XLF 		Financial Select Sector SPDR2025-03-31New Buy
+0.17%
●
47.32 ($50.16) 52.19
$51.28
2.23%
New holding
13,265
13,265
IEFA 		iShares Core MSCI EAFE ETF2025-03-31New Buy
+0.11%
●
69.57 ($74.78) 78.65
$83.42
11.55%
New holding
5,963
5,963
SUB 		iShares Short-Term National Muni Bond ETF2025-03-31Sold Out
-0.11%
●
105.3 ($105.71) 106.24
$105.82
0.10%
Sold Out
0
-3,884
XLP 		Consumer Staples Select Sector SPDR2025-03-31New Buy
+0.10%
●
76.23 ($79.81) 83.6
$81.69
2.36%
New holding
5,034
5,034

Rappaport Reiches Capital Management, LLC Total Holding History ($B)

To

Rappaport Reiches Capital Management, LLC's Asset Allocation

To

Rappaport Reiches Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Rappaport Reiches Capital Management, LLC's Hypothetical Growth since 2025-03-31

Rappaport Reiches Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Rappaport Reiches Capital Management, LLC's Holdings Heat Map

Size field:

Rappaport Reiches Capital Management, LLC's Holdings Bubble Chart

Rappaport Reiches Capital Management, LLC News

  • 1

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