Rappaport Reiches Capital Management, LLC Incresed Positions 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
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
TSLA
Tesla, Inc.

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

Financial Services
6
+ 0.54%
$429.6 - $500.99 $2.58K - $3.01K
1.12K $552M
FIS
Fidelity National Information Services, Inc.

Technology
10
+ 0.22%
$72.8 - $85.04 $728 - $850
4.57K $382M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.36%
$531.86 - $624.21 $1.06K - $1.25K
556 $344M
AVGO
Broadcom Inc.

Technology
4.48K
+ 866.92%
$136.27 - $1745.86 $611K - $7.82M
5K $862M
IYW
Ishares Dj Us Tech ETF

ETFs
152
+ 5.31%
$133.16 - $158.73 $20.2K - $24.1K
3.02K $457M
SRE
Sempra Energy

Utilities
2
+ 0.07%
$74.97 - $84.04 $150 - $168
2.81K $235M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 6.16%
$147.95 - $191.05 $12.9K - $16.6K
1.5K $260M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 1.68%
$194.9 - $224.8 $3.31K - $3.82K
1.03K $217M
V
Visa Inc.

Financial Services
7
+ 0.91%
$253.74 - $291.56 $1.78K - $2.04K
779 $214M
HEWJ
Ishares Currency Hedged Msci J

ETFs
600
+ 11.27%
$36.04 - $45.56 $21.6K - $27.3K
5.93K $243M
AMZN
Amazon Com Inc

Consumer Cyclical
435
+ 4.11%
$161.02 - $200.0 $70K - $87K
11K $2.05B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 0.13%
$320.55 - $412.94 $321 - $413
783 $305M
BAC
Bank Of America Corp

Financial Services
69
+ 0.27%
$36.65 - $44.13 $2.53K - $3.04K
26K $1.03B
C
Citigroup Inc

Financial Services
37
+ 1.12%
$56.11 - $67.61 $2.08K - $2.5K
3.33K $208M
GOOGL
Alphabet Inc.

Communication Services
634
+ 9.26%
$148.65 - $191.18 $94.2K - $121K
7.48K $1.24B
MRK
Merck & Co., Inc.

Healthcare
12
+ 0.54%
$111.15 - $128.97 $1.33K - $1.55K
2.24K $254M
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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