Rappaport Reiches Capital Management, LLC - Portfolio overview

Rappaport Reiches Capital Management, LLC has 122 reported holdings in this dataset, with the latest filing dated 2025-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCSH - Vanguard Short-Term Corporate Bond Index ETF, 17.58%
2. BND - Vanguard Total Bond Market Index ETF, 13.46%
3. DFAU - DFA US Core Equity Market ETF, 10.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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