Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rappaport Reiches Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2025-03-31)

Rappaport Reiches Capital Management, LLC (CIK 1990195) reported $400.1M across 122 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: VCSH ($70.4M, 17.58%), BND ($53.9M, 13.46%), DFAU ($41.1M, 10.27%), VTIP ($28.7M, 7.17%), AAPL ($23.6M, 5.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VCSHVanguard Short-Term Corporate Bond Index ETF$70.4M17.58%891,338Added
2BNDVanguard Total Bond Market Index ETF$53.9M13.46%733,304Added
3DFAUDFA US Core Equity Market ETF$41.1M10.27%1.1MAdded
4VTIPVanguard Short-Term Inflation-Protected Secs ETF$28.7M7.17%574,887Added
5AAPLApple Inc$23.6M5.90%106,293Added
6DFAIDFA Int'l Core Equity Market ETF$23.5M5.86%751,389Added
7BNDXVanguard Total Int'l Bond Index ETF$19.0M4.76%390,092Added
8SPYSPDR S&P 500 ETF$8.7M2.19%15,633Added
9VTIVanguard Total Stock Market Index ETF$8.4M2.09%30,432Trimmed
10NVDANVIDIA CORPORATION COM$8.2M2.05%75,548Added
11DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$8.2M2.05%248,724Trimmed
12CMECME Group Inc Com$7.2M1.80%27,175Added
13DFAEDFA Emerging Core Equity Market ETF$5.8M1.46%225,808Added
14DFGRDFA Global Real Estate ETF$5.8M1.45%220,810Added
15QQQPowershares QQQ Trust$5.8M1.44%12,325Trimmed
16SCHBSchwab U.S. Broad Market ETF$5.1M1.27%235,624Added
17MSFTMicrosoft Corp$3.8M0.95%10,142Added
18RWOSPDR Dow Jones Global Real Estate ETF$3.3M0.84%76,602Added
19NFLXNetflix Inc Com$3.2M0.81%3,482Added
20VEAVanguard FTSE Developed Markets ETF$2.5M0.61%48,281Trimmed
21AMZNAmazon.com$2.4M0.60%12,558Added
22GOOGAlphabet Cl C$2.4M0.59%15,090Added
23METAMeta Platforms Inc$2.1M0.52%3,600Added
24BRK/BBerkshire Hathaway Inc Cl B$1.9M0.48%3,575Added
25ABBVAbbvie Inc$1.8M0.46%8,711Added

Source: SEC Form 13F filings · as of 2025-03-31