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Rappaport Reiches Capital Management, LLC

Q1 2025 Holdings

Filed 2025-04-22 | 122 holdings | $400.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares U.S. Technology ETF(IYW)ETF464287721$393.9K2,8050.1%
JP Morgan Chase(JPM)Stock46625H100$405.9K1,6550.1%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$408.6K4,3720.1%
Schwab U.S. Aggregate Bond ETF(SCHZ)ETF808524839$409.3K17,6720.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$411.2K5,0340.1%
Equifax Inc Com(EFX)Stock294429105$436.7K1,7930.1%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$451.1K5,9630.1%
Visa Inc.(V)Stock92826C839$460.9K1,3150.1%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$467.3K4,6730.1%
iShares Russell 1000 Growth Etf(IWF)ETF464287614$472.0K1,3070.1%
Home Depot(HD)Stock437076102$484.2K1,3210.1%
Blackstone Group L P Com Unit Ltd(BX)Stock09260D107$488.5K3,4950.1%
Adaptive Biotechnologies Corp COM(ADPT)Stock00650F109$513.2K69,0750.1%
Ishares National Muni Bond ETF(MUB)ETF464288414$525.6K4,9850.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$528.8K11,6840.1%
McDonalds Corp Com(MCD)Stock580135101$539.9K1,7280.1%
Unitedhealth Group Inc Com(UNH)Stock91324P102$561.4K1,0720.1%
Illinois Tool Wks Inc Com(ITW)Stock452308109$564.2K2,2750.1%
Lennox Intl Inc COM(LII)Stock526107107$644.1K1,1490.2%
Willis Towers Watson Pub Ltd Shs(WTW)StockG96629103$653.6K1,9340.2%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$660.7K13,2650.2%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$676.1K25,4360.2%
Mastercard Inc Cl A(MA)Stock57636Q104$688.0K1,2550.2%
Cf Inds Hldgs Inc Com(CF)Stock125269100$747.4K9,5640.2%
Oracle Corp Com(ORCL)Stock68389X105$768.7K5,4980.2%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$798.4K10.2%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$890.1K6,0960.2%
iShares Core S&P 500 ETF(IVV)ETF464287200$905.2K1,6110.2%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$926.6K5,7660.2%
Vaneck Vectors Semiconductor ETF(SMH)ETF92189F676$946.7K4,4770.2%
Tesla Inc COM(TSLA)Stock88160R101$959.9K3,7040.2%
Costco Whsl Corp(COST)Stock22160K105$961.7K1,0170.2%
Broadcom Inc COM(AVGO)Stock11135F101$967.1K5,7760.2%
Fidelity Msci Financials Index ETF(FNCL)ETF316092501$986.5K14,1900.2%
Alphabet Cl A(GOOGL)Stock02079K305$1.1M7,3680.3%
Invesco S&P 500 Top 50 ETF(XLG)ETF46137V233$1.1M24,7640.3%
Bank of America Corp Com(BAC)Stock060505104$1.1M27,3550.3%
Abbott Labs(ABT)Stock002824100$1.2M8,7320.3%
Wal-Mart Stores Inc Com(WMT)Stock931142103$1.3M14,5910.3%
Amphenol Corp New CL A(APH)Stock032095101$1.3M20,0150.3%
Vanguard Dividend Appreciation Index ETF(VIG)ETF921908844$1.4M7,0760.3%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$1.4M50,3280.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$1.5M7,1590.4%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.5M2,8850.4%
Vanguard Short-Term Bond Index ETF(BSV)ETF921937827$1.6M20,3250.4%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.6M62,4110.4%
Schwab International Equity ETF(SCHF)ETF808524805$1.8M89,7410.4%
Abbvie Inc(ABBV)Stock00287Y109$1.8M8,7110.5%
Berkshire Hathaway Inc Cl B(BRK/B)Stock084670702$1.9M3,5750.5%
Meta Platforms Inc(META)Stock30303M102$2.1M3,6000.5%
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