Rain Capital Management, LLC

data from 30/06/2024

Capitalization

$ 141.989 M -4.82 %

Average holding period

11 ans

Performance

$ 36.282 M 31.69 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Rain Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/06/30 IVV ISHARES TR 21.69% 30.798 M $ 58114 2019/09/30 1.384 M $ 4.48 %
2024/06/30 VTI VANGUARD INDEX FDS 14.78% 20.990 M $ 80594 2019/09/30 658.748 K $ 3.21 %
2024/06/30 ITOT ISHARES TR 11.61% 16.491 M $ 142622 2022/06/30 576.220 K $ 3.41 %
2024/06/30 VT VANGUARD INTL EQUITY INDEX F 6.81% 9.668 M $ 86758 2019/09/30 218.059 K $ 2.33 %
2024/06/30 IEF ISHARES TR 6.71% 9.534 M $ 102734 2019/09/30 -91.096 K $ -0.91 %
2024/06/30 IGSB ISHARES TR 2.97% 4.210 M $ 82331 2022/09/30 2.616 K $ 0.06 %
2024/06/30 EFA ISHARES TR 2.94% 4.168 M $ 51348 2019/09/30 -54.518 K $ -1.31 %
2024/06/30 VGSH VANGUARD SCOTTSDALE FDS 2.59% 3.684 M $ 63660 2023/06/30 -7.505 K $ -0.07 %
2024/06/30 MINT PIMCO ETF TR 2.22% 3.146 M $ 31246 2019/09/30 2.564 K $ 0.08 %
2024/06/30 AAPL APPLE INC 2.20% 3.118 M $ 16218 2022/12/31 754.200 K $ 27.25 %
2024/06/30 VTEB VANGUARD MUN BD FDS 2.17% 3.078 M $ 61908 2022/06/30 -25.251 K $ -0.81 %
2024/06/30 DFUS DIMENSIONAL ETF TRUST 2.13% 3.021 M $ 52788 2022/09/30 108.743 K $ 3.62 %
2024/06/30 VCSH VANGUARD SCOTTSDALE FDS 1.96% 2.786 M $ 36127 2022/06/30 1.556 K $ 0.05 %
2024/06/30 MSFT MICROSOFT CORP 1.82% 2.584 M $ 6224 2022/12/31 201.804 K $ 7.64 %
2024/06/30 JEPI J P MORGAN EXCHANGE TRADED F 1.48% 2.104 M $ 37025 2023/03/31 -44.395 K $ -2.00 %
2024/06/30 EMNT PIMCO ETF TR 1.46% 2.071 M $ 20977 2022/06/30 3.540 K $ 0.17 %
2024/06/30 VUG VANGUARD INDEX FDS 1.35% 1.924 M $ 5486 2022/09/30 181.283 K $ 9.42 %
2024/06/30 TCAF T ROWE PRICE ETF INC 1.26% 1.791 M $ 58822 2023/12/31 59.734 K $ 4.07 %
2024/06/30 VO VANGUARD INDEX FDS 0.85% 1.200 M $ 4907 2022/09/30 -28.416 K $ -3.20 %
2024/06/30 JEPQ J P MORGAN EXCHANGE TRADED F 0.81% 1.154 M $ 21289 2023/03/31 27.692 K $ 2.36 %
2024/06/30 MOAT VANECK ETF TRUST 0.69% 976.840 K $ 11276 2024/03/31 -38.225 K $ -3.77 %
2024/06/30 VTV VANGUARD INDEX FDS 0.65% 922.049 K $ 5721 2022/06/30 -9.282 K $ -1.52 %
2024/06/30 SPY SPDR S&P 500 ETF TR 0.50% 713.702 K $ 1353 2019/09/30 31.269 K $ 4.43 %
2024/06/30 AMZN AMAZON COM INC 0.46% 648.417 K $ 3675 2022/12/31 59.596 K $ 9.00 %
2024/06/30 NVDA NVIDIA CORPORATION 0.46% 647.932 K $ 591 2023/06/30 192.100 K $ 37.56 %
2024/06/30 EW EDWARDS LIFESCIENCES CORP 0.44% 621.264 K $ 7150 2022/12/31 -28.596 K $ -4.19 %
2024/06/30 MRK MERCK & CO INC 0.42% 590.441 K $ 4703 2022/12/31 -14.563 K $ -2.34 %
2024/06/30 SCHD SCHWAB STRATEGIC TR 0.38% 536.703 K $ 6831 2019/09/30 -18.648 K $ -3.39 %
2024/06/30 BND VANGUARD BD INDEX FDS 0.37% 530.947 K $ 7411 2019/09/30 -3.393 K $ -0.65 %
2024/06/30 PEP PEPSICO INC 0.33% 469.408 K $ 2715 2022/12/31 -27.222 K $ -5.77 %
2024/06/30 URTH ISHARES INC 0.33% 466.011 K $ 3198 2022/06/30 10.585 K $ 2.28 %
2024/06/30 GUNR FLEXSHARES TR 0.33% 462.378 K $ 10867 2021/03/31 -14.609 K $ -2.53 %
2024/06/30 ACWI ISHARES TR 0.30% 424.116 K $ 3818 2021/03/31 10.384 K $ 2.47 %
2024/06/30 PG PROCTER AND GAMBLE CO 0.29% 404.776 K $ 2460 2022/12/31 5.277 K $ 1.32 %
2024/06/30 GIS GENERAL MLS INC 0.24% 346.099 K $ 5034 2022/12/31 -34.061 K $ -9.76 %
2024/06/30 GOOGL ALPHABET INC 0.23% 327.923 K $ 1901 2022/12/31 69.685 K $ 18.22 %
2024/06/30 XOM EXXON MOBIL CORP 0.23% 322.147 K $ 2747 2022/12/31 -5.048 K $ -1.75 %
2024/06/30 JPM JPMORGAN CHASE & CO 0.22% 313.415 K $ 1547 2022/12/31 9.979 K $ 3.25 %
2024/06/30 META META PLATFORMS INC 0.21% 294.103 K $ 630 2023/06/30 8.517 K $ 2.75 %
2024/06/30 HRB BLOCK H & R INC 0.20% 283.319 K $ 5707 2023/09/30 36.976 K $ 13.26 %
2024/06/30 JNJ JOHNSON & JOHNSON 0.20% 282.911 K $ 1929 2022/12/31 -22.430 K $ -7.17 %
2024/06/30 COST COSTCO WHSL CORP NEW 0.19% 273.626 K $ 338 2023/12/31 42.181 K $ 17.00 %
2024/06/30 QQQ INVESCO QQQ TR 0.19% 262.893 K $ 583 2019/12/31 21.553 K $ 8.33 %
2024/06/30 BAC BANK AMERICA CORP 0.18% 257.434 K $ 6437 2023/12/31 15.955 K $ 6.57 %
2024/06/30 USMV ISHARES TR 0.18% 249.517 K $ 3013 2019/09/30 1.446 K $ 0.57 %
2024/06/30 AMD ADVANCED MICRO DEVICES INC 0.16% 224.314 K $ 1344 2024/03/31 -34.730 K $ -14.21 %
2024/06/30 NEE NEXTERA ENERGY INC 0.16% 220.266 K $ 2753 2024/06/30 0.000 $ 0.00 %
2024/06/30 NFRA FLEXSHARES TR 0.15% 211.555 K $ 3872 2021/03/31 -4.026 K $ -1.91 %
2024/06/30 INTC INTEL CORP 0.14% 200.905 K $ 6512 2022/12/31 -90.219 K $ -30.97 %
2024/06/30 DRLL EA SERIES TRUST 0.13% 188.805 K $ 6106 2022/12/31 -9.830 K $ -5.14 %
2024/06/30 GLD SPDR GOLD TR 0.10% 144.467 K $ 671 2019/09/30 5.200 K $ 3.77 %
2024/06/30 ACWV ISHARES INC 0.09% 129.457 K $ 1240 2019/09/30 -433.000 $ -0.33 %
2024/06/30 AGG ISHARES TR 0.08% 117.686 K $ 1219 2020/03/31 -836.000 $ -0.70 %
2024/06/30 VEA VANGUARD TAX-MANAGED FDS 0.08% 115.279 K $ 2273 2022/09/30 -1.159 K $ -1.02 %
2024/06/30 HDV ISHARES TR 0.08% 113.758 K $ 1034 2019/09/30 -1.706 K $ -1.34 %
2024/06/30 IEI ISHARES TR 0.06% 91.486 K $ 798 2022/12/31 -175.000 $ -0.19 %
2024/06/30 IWM ISHARES TR 0.06% 85.793 K $ 417 2019/09/30 -2.973 K $ -3.39 %
2024/06/30 VGIT VANGUARD SCOTTSDALE FDS 0.06% 78.792 K $ 1362 2023/06/30 -324.000 $ -0.41 %
2024/06/30 ESGV VANGUARD WORLD FD 0.05% 77.175 K $ 829 2022/06/30 3.307 K $ 4.28 %
2024/06/30 PRF INVESCO EXCHANGE TRADED FD T 0.04% 52.118 K $ 1366 2020/03/31 -601.000 $ -1.14 %
2024/06/30 IVW ISHARES TR 0.04% 50.125 K $ 579 2022/12/31 5.014 K $ 10.26 %
2024/06/30 JPEM J P MORGAN EXCHANGE TRADED F 0.04% 49.711 K $ 900 2019/09/30 946.000 $ 1.12 %
2024/06/30 SPYD SPDR SER TR 0.03% 43.979 K $ 1076 2022/09/30 -325.000 $ -0.74 %
2024/06/30 SPGI S&P GLOBAL INC 0.03% 43.607 K $ 102 2019/09/30 1.980 K $ 4.52 %
2024/06/30 XLK SELECT SECTOR SPDR TR 0.03% 43.203 K $ 206 2022/09/30 3.932 K $ 9.19 %
2024/06/30 IVE ISHARES TR 0.03% 41.402 K $ 225 2022/12/31 -1.037 K $ -2.47 %
2024/06/30 IJH ISHARES TR 0.03% 39.119 K $ 655 2019/09/30 -1.571 K $ -3.95 %
2024/06/30 DVY ISHARES TR 0.03% 37.065 K $ 298 2019/09/30 -596.000 $ -1.62 %
2024/06/30 AAAU GOLDMAN SACHS PHYSICAL GOLD 0.03% 36.672 K $ 1592 2021/03/31 1.353 K $ 3.87 %
2024/06/30 VB VANGUARD INDEX FDS 0.02% 32.488 K $ 146 2019/09/30 -1.506 K $ -4.51 %
2024/06/30 IWV ISHARES TR 0.02% 29.990 K $ 100 2021/09/30 1.014 K $ 3.39 %
2024/06/30 VIG VANGUARD SPECIALIZED FUNDS 0.02% 29.253 K $ 162 2022/09/30 100.000 $ 0.34 %
2024/06/30 SLV ISHARES SILVER TR 0.02% 27.760 K $ 1000 2022/12/31 3.990 K $ 17.54 %
2024/06/30 EFAV ISHARES TR 0.02% 26.896 K $ 375 2019/09/30 -446.000 $ -1.68 %
2024/06/30 ICSH ISHARES TR 0.02% 26.718 K $ 529 2022/06/30 -5.000 $ -0.02 %
2024/06/30 SHY ISHARES TR 0.02% 26.084 K $ 320 2019/09/30 -11.000 $ -0.04 %
2024/06/30 QQQM INVESCO EXCH TRADED FD TR II 0.02% 25.651 K $ 138 2024/06/30 0.000 $ 0.00 %
2024/06/30 VEU VANGUARD INTL EQUITY INDEX F 0.02% 23.565 K $ 396 2020/06/30 99.000 $ 0.43 %
2024/06/30 ACWX ISHARES TR 0.02% 22.441 K $ 414 2021/09/30 -132.000 $ -0.60 %
2024/06/30 TLT ISHARES TR 0.01% 18.386 K $ 203 2022/09/30 -533.000 $ -2.79 %
2024/06/30 IJJ ISHARES TR 0.01% 18.020 K $ 155 2021/03/31 -725.000 $ -3.96 %
2024/06/30 VNQ VANGUARD INDEX FDS 0.01% 17.855 K $ 214 2019/09/30 -440.000 $ -2.38 %
2024/06/30 EDV VANGUARD WORLD FD 0.01% 17.225 K $ 240 2024/03/31 -704.000 $ -3.86 %
2024/06/30 SDY SPDR SER TR 0.01% 15.327 K $ 118 2019/09/30 -553.000 $ -3.58 %
2024/06/30 PBW INVESCO EXCHANGE TRADED FD T 0.01% 9.972 K $ 434 2022/09/30 -1.414 K $ -14.15 %
2024/06/30 IWD ISHARES TR 0.01% 8.816 K $ 50 2022/12/31 -243.000 $ -2.74 %
2024/06/30 IJK ISHARES TR 0.01% 7.737 K $ 87 2021/03/31 -325.000 $ -4.12 %
2024/06/30 VCEB VANGUARD WORLD FD 0.01% 7.272 K $ 117 2023/06/30 -51.000 $ -0.70 %
2024/06/30 DON WISDOMTREE TR 0.00% 5.644 K $ 117 2019/09/30 -234.000 $ -4.10 %
2024/06/30 AOR ISHARES TR 0.00% 3.669 K $ 66 2019/09/30 52.000 $ 1.43 %
2024/06/30 IAU ISHARES GOLD TR 0.00% 1.100 K $ 25 2021/06/30 40.000 $ 3.81 %
2024/06/30 TIP ISHARES TR 0.00% 811.000 $ 8 2019/09/30 -5.000 $ -0.72 %
2024/06/30 ARKK ARK ETF TR 0.00% 428.000 $ 10 2022/12/31 -47.000 $ -9.49 %
2024/06/30 DHS WISDOMTREE TR 0.00% 344.000 $ 4 2022/06/30 -7.000 $ -2.03 %
2024/06/30 IBM INTERNATIONAL BUSINESS MACHS 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 AOK ISHARES TR 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %