Portfolio (Quarterly)
Guide ↗
RAINIER FAMILY WEALTH INC
· CIK 0002073596| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 1,849 | $490K | 0.37% | SOLD |
| 2 | BA | BOEING CO | Industrials | 1,442 | $313K | 0.24% | SOLD |
| 3 | STE | STERIS PLC | Healthcare | 1,038 | $263K | 0.20% | SOLD |
| 4 | CB | CHUBB LIMITED | Financial Services | 813 | $254K | 0.19% | SOLD |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 852 | $252K | 0.19% | SOLD |
| 6 | SPGI | S&P GLOBAL INC | Financial Services | 476 | $249K | 0.19% | SOLD |
| 7 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 746 | $246K | 0.19% | SOLD |
| 8 | AGG | ISHARES TR | — | 2,326 | $232K | 0.17% | SOLD |
| 9 | PTA | COHEN & STEERS TAX ADVAN PFD | Financial Services | 11,300 | $218K | 0.16% | SOLD |
| 10 | AMGN | AMGEN INC | Healthcare | 645 | $211K | 0.16% | SOLD |
| 11 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 700 | $205K | 0.15% | SOLD |
Sector Allocation
Technology
45.7%
Financial Services
12.7%
Energy
11.7%
Communication Services
9.6%
Consumer Cyclical
7.2%
Consumer Defensive
4.7%
Healthcare
3.8%
Industrials
3.7%
Basic Materials
0.6%
Utilities
0.3%