The Analysis of RAINIER FAMILY WEALTH INC's Holdings
Currently, RAINIER FAMILY WEALTH INC holds 91 types of securities in its portfolio with a total value $132.7M. In the most recent quarter, they have increased their positions in SPYM (+15.2K shares, valued at $1.2M), DBEF (+21.2K shares, valued at $1.0M), SPAB (+28.0K shares, valued at $722.2K); decreased their positions in ISRG (-185 shares, valued at $104.8K), NVDA (-328 shares, valued at $61.2K), BA (-254 shares, valued at $55.1K); initiated new positions in N/A (+20.5K shares, valued at $522.7K), ALL (+1.8K shares, valued at $378.6K), ABBV (+1.6K shares, valued at $360.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST171.1K shares9.72%2025-12-312026-01-20
MSFT MICROSOFT CORP21.3K shares4.35%2025-12-312026-01-20 NVDA NVIDIA CORPORATION45.5K shares-0.72%2025-12-312026-01-20 AAPL APPLE INC21.4K shares7.28%2025-12-312026-01-20 SPYG SPDR SERIES TRUST50.0K shares6.35%2025-12-312026-01-20 DBEF DBX ETF TR105.9K shares25.10%2025-12-312026-01-20 SPSM SPDR SERIES TRUST93.0K shares14.98%2025-12-312026-01-20 ALPHABET INC ALPHABET INC13.1K shares6.58%2025-12-312026-01-20 BROADCOM INC BROADCOM INC11.7K shares4.98%2025-12-312026-01-20 CCJ CAMECO CORP35.6K shares3.19%2025-12-312026-01-20 EFA ISHARES TR32.4K shares10.10%2025-12-312026-01-20 SPAB SPDR SERIES TRUST113.4K shares32.88%2025-12-312026-01-20 AMZN AMAZON COM INC11.3K shares22.47%2025-12-312026-01-20 SPEM SPDR INDEX SHS FDS52.1K shares20.34%2025-12-312026-01-20 LVHI LEGG MASON ETF INVT65.9K shares26.25%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.6.9K shares31.78%2025-12-312026-01-20 ROBO EXCHANGE TRADED CONCEPTS TRU30.2K shares19.62%2025-12-312026-01-20 NUKZ EXCHANGE TRADED CONCEPTS TRU32.8K shares16.18%2025-12-312026-01-20 IEFA ISHARES TR22.9K shares0.00%2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS39.1K shares49.84%2025-12-312026-01-20 IWR ISHARES TR18.7K shares18.41%2025-12-312026-01-20 SPMD SPDR SERIES TRUST30.4K shares9.45%2025-12-312026-01-20 VTWO VANGUARD SCOTTSDALE FDS15.2K shares13.10%2025-12-312026-01-20 WMT WALMART INC11.8K shares39.57%2025-12-312026-01-20 IHAK ISHARES TR27.2K shares31.37%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW1.3K shares10.26%2025-12-312026-01-20 TSLA TESLA INC2.5K shares4.47%2025-12-312026-01-20 TT TRANE TECHNOLOGIES PLC2.8K shares7.89%2025-12-312026-01-20 META META PLATFORMS INC1.6K shares30.95%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS15.6K shares0.50%2025-12-312026-01-20 SKOR FLEXSHARES TR19.6K shares22.54%2025-12-312026-01-20 QUAL ISHARES TR4.8K shares1.03%2025-12-312026-01-20 V VISA INC2.5K shares16.99%2025-12-312026-01-20 VONG VANGUARD SCOTTSDALE FDS6.8K shares0.00%2025-12-312026-01-20 ALPHABET INC ALPHABET INC2.5K shares72.91%2025-12-312026-01-20 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-20 CVX CHEVRON CORP NEW4.9K shares15.86%2025-12-312026-01-20 ORCL ORACLE CORP3.7K shares4.12%2025-12-312026-01-20 HYMB SPDR SERIES TRUST26.9K shares22.90%2025-12-312026-01-20 IWF ISHARES TR1.3K shares0.00%2025-12-312026-01-20 MSI MOTOROLA SOLUTIONS INC1.4K shares5.61%2025-12-312026-01-20 CSCO CISCO SYS INC6.8K shares9.56%2025-12-312026-01-20 EEM ISHARES TR9.6K shares1.02%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC902 shares-17.02%2025-12-312026-01-20 IVV ISHARES TR741 shares3.06%2025-12-312026-01-20 CRM SALESFORCE INC1.8K shares66.28%2025-12-312026-01-20 MPC MARATHON PETE CORP3.0K shares13.58%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON2.3K shares36.00%2025-12-312026-01-20 XOM EXXON MOBIL CORP3.7K shares51.42%2025-12-312026-01-20 BAC BANK AMERICA CORP8.0K shares19.98%2025-12-312026-01-20 VOTE TCW ETF TRUST5.3K shares71.03%2025-12-312026-01-20 HD HOME DEPOT INC1.2K shares20.08%2025-12-312026-01-20 TJX TJX COS INC NEW2.6K shares17.43%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR16.0K shares0.00%2025-12-312026-01-20 ALL ALLSTATE CORP1.8K sharesnew addition2025-12-312026-01-20 AMP AMERIPRISE FINL INC752 shares0.00%2025-12-312026-01-20 ABBV ABBVIE INC1.6K sharesnew addition2025-12-312026-01-20 NXPI NXP SEMICONDUCTORS N V1.6K shares-8.10%2025-12-312026-01-20 MA MASTERCARD INCORPORATED616 shares9.80%2025-12-312026-01-20 JCI JOHNSON CTLS INTL PLC2.9K shares10.58%2025-12-312026-01-20 MERCK & CO INC MERCK & CO INC3.1K sharesnew addition2025-12-312026-01-20 IJR ISHARES TR2.7K sharesnew addition2025-12-312026-01-20 BA BOEING CO1.4K shares-14.98%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC534 shares8.54%2025-12-312026-01-20 VYMI VANGUARD WHITEHALL FDS3.4K sharesnew addition2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F5.3K shares0.00%2025-12-312026-01-20 LLY ELI LILLY & CO263 sharesnew addition2025-12-312026-01-20 IWM ISHARES TR1.1K shares-3.93%2025-12-312026-01-20 STERIS PLC STERIS PLC1.0K sharesnew addition2025-12-312026-01-20 XLE SELECT SECTOR SPDR TR5.9K sharesnew addition2025-12-312026-01-20 CB CHUBB LIMITED813 sharesnew addition2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS852 sharesnew addition2025-12-312026-01-20 VO VANGUARD INDEX FDS859 sharesnew addition2025-12-312026-01-20 SPGI S&P GLOBAL INC476 sharesnew addition2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC746 sharesnew addition2025-12-312026-01-20 AGG ISHARES TR2.3K sharesnew addition2025-12-312026-01-20 PJIO PGIM ETF TR3.7K sharesnew addition2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS5.0K shares0.00%2025-12-312026-01-20 PTA COHEN & STEERS TAX ADVAN PFD11.3K sharesnew addition2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC1.2K shares-12.63%2025-12-312026-01-20 KMI KINDER MORGAN INC DEL7.8K sharesnew addition2025-12-312026-01-20 AMGN AMGEN INC645 sharesnew addition2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC5.1K sharesnew addition2025-12-312026-01-20 LHX L3HARRIS TECHNOLOGIES INC700 shares4.79%2025-12-312026-01-20 KO COCA COLA CO2.9K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available