Rappaport Reiches Capital Management, LLC Purchases in Q3 2024

Rappaport Reiches Capital Management, LLC

  • $376 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
49.8K
+ 7.15%
$76.94 - $79.54 $3.83M - $3.96M
746K $59.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
47.1K
+ 8.48%
$71.45 - $75.64 $3.37M - $3.56M
603K $45.3B
DFAU
Dimensional ETF Tr

ETFs
69.3K
+ 7.9%
$35.8 - $39.69 $2.48M - $2.75M
946K $37.5B
AAPL
Apple Inc.

Technology
5.24K
+ 5.23%
$207.23 - $234.82 $1.09M - $1.23M
105K $24.5B
DFAI
Dimensional ETF Tr

ETFs
54.1K
+ 9.42%
$28.69 - $32.06 $1.55M - $1.73M
628K $20B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.4K
+ 4.04%
$48.06 - $49.39 $980K - $1.01M
525K $25.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.14K
+ 8.08%
$517.38 - $573.86 $588K - $652K
15.2K $8.73B
Dfa Global Real Estate ETF
13.1K
+ 7.54%
N/A
187K $5.41B
BNDX
Vanguard Total International B

ETFs
8.93K
+ 2.5%
$48.42 - $50.35 $432K - $450K
367K $18.4B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.7K
+ 16.65%
$59.93 - $66.52 $642K - $713K
75K $4.99B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.48K
New
$73.43 - $80.37 $623K - $681K
8.48K $681M
MUB
Ishares National Muni Bond ETF

ETFs
5.96K
New
$106.13 - $108.7 $633K - $648K
5.96K $648M
CME
Cme Group Inc.

Financial Services
1
+ 0.0%
$193.43 - $220.62 $193 - $221
26.5K $5.85B
Schwab Charles Family Fd Amt Tax Free Mny
580K
+ 5.9%
N/A
10.4M $10.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.31K
+ 28.23%
$36.98 - $41.55 $344K - $387K
42.3K $1.74B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.91K
New
$81.1 - $89.18 $398K - $438K
4.91K $431M
SUB
Ishares Short Term National Mu

ETFs
3.88K
New
$104.3 - $106.3 $405K - $413K
3.88K $412M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
604
New
$523.84 - $572.02 $316K - $346K
604 $344M
IBM
International Business Machines Corp

Technology
1.5K
New
$175.1 - $223.38 $263K - $336K
1.5K $332M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.26K
New
$125.95 - $142.04 $285K - $321K
2.26K $321M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.22K
New
$85.03 - $94.56 $274K - $305K
3.22K $300M
SO
Southern CO

Utilities
2.84K
New
$77.0 - $90.52 $219K - $257K
2.84K $256M
SPGI
S&P Global Inc.

Financial Services
492
New
$446.32 - $527.38 $220K - $259K
492 $254M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.02K
New
$37.37 - $41.82 $225K - $252K
6.02K $250M
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 2.45%
$191.76 - $263.26 $16.1K - $22.1K
3.51K $919M
FISV
Fiserv Inc

Technology
1.23K
New
N/A
1.23K $220M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.62K
New
$75.32 - $84.37 $197K - $221K
2.62K $219M
FNDA
Schwab Fundamental U S Small C

ETFs
3.5K
New
$54.26 - $60.01 $190K - $210K
3.5K $208M
DUK
Duke Energy Corp

Utilities
1.79K
New
$99.35 - $117.71 $178K - $211K
1.79K $207M
PG
Procter & Gamble CO

Consumer Defensive
1.16K
New
$160.76 - $177.82 $187K - $207K
1.16K $201M
ORCL
Oracle Corp

Technology
87
+ 1.58%
$125.9 - $170.35 $11K - $14.8K
5.6K $955M
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 0.51%
$434.77 - $502.96 $28.3K - $32.7K
12.7K $6.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.55K
+ 29.79%
$58.03 - $65.37 $90.1K - $101K
6.76K $438M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.94K
+ 12.45%
$42.54 - $47.97 $82.4K - $93K
17.5K $832M
XAR
Spdr S&P Aerospace & Defense E

ETFs
182
+ 3.67%
$139.03 - $157.34 $25.3K - $28.6K
5.14K $809M
NFLX
Netflix Inc

Communication Services
2
+ 0.06%
$598.55 - $722.26 $1.2K - $1.44K
3.19K $2.26B
BX
Blackstone Inc.

Financial Services
4
+ 0.13%
$120.77 - $159.66 $483 - $639
3.13K $480M
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 7.72%
$801.83 - $917.05 $52.9K - $60.5K
921 $817M
ABT
Abbott Laboratories

Healthcare
6
+ 0.07%
$100.07 - $118.13 $600 - $709
8.75K $997M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.3%
$245.82 - $304.51 $1.23K - $1.52K
1.67K $510M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.46%
$488.01 - $604.18 $2.44K - $3.02K
1.09K $635M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
56
+ 0.42%
$57.69 - $64.56 $3.23K - $3.62K
13.4K $853M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.25%
$475.2 - $527.7 $3.33K - $3.69K
2.82K $1.49B
WMT
Walmart Inc.

Consumer Defensive
412
+ 12.38%
$66.91 - $81.4 $27.6K - $33.5K
3.74K $302M
LLY
Eli Lilly & CO

Healthcare
91
+ 33.09%
$772.14 - $960.02 $70.3K - $87.4K
366 $325M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.6%
$333.64 - $405.2 $2.34K - $2.84K
1.18K $476M
NEE
Nextera Energy Inc

Utilities
10
+ 0.19%
$69.9 - $84.97 $699 - $850
5.22K $441M
LII
Lennox International Inc

Industrials
3
+ 0.3%
$523.72 - $620.83 $1.57K - $1.86K
1.02K $615M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.05%
$257.34 - $294.53 $257 - $295
1.92K $566M
Activity Summary
Buys All Purchases 68 New Holdings 16 Increased Positions 52 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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