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Showing Q1 2025 data
Rappaport Reiches Capital Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Rappaport Reiches Capital Management, LLC
•CIK: 1990195•Filing: Q1 2025
**Rappaport Reiches Capital Management, LLC** is a sophisticated multi-asset manager overseeing $400M in assets. The firm maintains a diversified portfolio of 122 positions, with significant allocations to fixed income and broad market exposure. Top holdings include VCSH at $70.4M and BND at $53.9M, complemented by substantial positions in DFAU ($41.1M) and VTIP ($28.7M). This structure suggests a tactical emphasis on income generation and core market stability.
Total AUM
$400.1M
QoQ Performance
+3.3%
Positions
122
Top 10 Concentration
71.3%
Latest Filing
Q1 2025
Top Holdings Allocation
VCSH
BND
DFAU
VTIP
AAPL
DFAI
VCSH17.6%
BND13.5%
DFAU10.3%
VTIP7.2%
AAPL5.9%
DFAI5.9%
BNDX4.8%
SPY2.2%
📈 Biggest Buys
VCSH
Vanguard Short-Term Corporate Bond Index ETF
+5.1%
17.6% of portfolio
BND
Vanguard Total Bond Market Index ETF
+5.5%
13.5% of portfolio
DFAU
DFA US Core Equity Market ETF
+5.7%
10.3% of portfolio
DFAI
DFA Int'l Core Equity Market ETF
+8.5%
5.9% of portfolio
VTIP
Vanguard Short-Term Inflation-Protected Secs ETF
+3.2%
7.2% of portfolio
📉 Biggest Sells
Sector Breakdown
Other80.9%
Technology10.8%
ETF2.8%
Consumer1.7%
Financial1.4%
Healthcare1.1%
Communication0.9%
Utilities0.2%
🚪 Exited Positionssold since Q4 2024
+1 more exited positions
Changes from Q4 2024
NEW19 new positions
↑69 increased
↓14 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023