RFW
Rainier Family Wealth Inc. Portfolio
Invests via Rainier Family Wealth Inc. | Managed by Mike Ruff
Invests via Rainier Family Wealth Inc.
Managed by Mike Ruff
Automatically Tracked
Company Profile
A Seattle-based multi-family office and wealth manager focused on high-net-worth families, providing investment management, fiduciary, trust and family-office services. Rainier Family Wealth Inc. manages discretionary portfolios across equities, fixed income and alternatives, emphasizes tax-aware planning and philanthropic advisory, and partners with external managers for private equity and real assets. Capital allocation balances preservation and growth for multi-generational clients.
A Seattle-based multi-family office and wealth manager focused on high-net-worth families, providing investment management, fiduciary, trust and family-office services. Rainier Family Wealth Inc. manages discretionary portfolios across equities, fixed income and alternatives, emphasizes tax-aware planning and philanthropic advisory, and partners with external managers for private equity and real assets. Capital allocation balances preservation and growth for multi-generational clients.
Investment Philosophy & Strategy
As a multi-family office, the firm prioritizes capital preservation with intergenerational growth, blending diversified public equities, tax-aware fixed income and selective alternatives. Allocation emphasizes long-term, liability-sensitive horizons, using an active/passive mix and external managers for private equity and real assets to access illiquidity premia. Risk discipline centers on bespoke diversification, downside protection and cash-flow matching for income needs. Investment decisions integrate fiduciary stewardship, tax and philanthropic planning to align portfolios with family objectives and governance.
As a multi-family office, the firm prioritizes capital preservation with intergenerational growth, blending diversified public equities, tax-aware fixed income and selective alternatives. Allocation emphasizes long-term, liability-sensitive horizons, using an active/passive mix and external managers for private equity and real assets to access illiquidity premia. Risk discipline centers on bespoke diversification, downside protection and cash-flow matching for income needs. Investment decisions integrate fiduciary stewardship, tax and philanthropic planning to align portfolios with family objectives and governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.06%
Gain +0.75%
Monthly
1.72%
Yearly
22.77%
Drawdown
20.56%
$177.44M
Equity
Holdings
$177.44M
Investment
$148.25M
$31.11M
Profit +$785,070.59
Realized
$1.93M
Unrealized
$29.18M
Dividends
$2.24M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$785,070.59
Win %
73%
This Week
Compared To Last Week
Gain
0.04%
Profit
$64,407.73
Win %
73%
This Month
Compared to last month
Gain
0.89%
Profit
$1.57M
Win %
73%
This Year
Compared to last year
Gain
0.89%
Profit
$1.56M
Win %
74%
AAPL Apple Inc.
+4.01%
+$303,941.44 
GOOGL Alphabet Inc
+3.17%
+$175,964.87 
META Meta Platforms Inc Class A
+3.07%
+$32,959.06 
MSFT Microsoft Corp.
+2.78%
+$224,882.11 
ISRG Intuitive Surgical, Inc.
+2.5%
+$7,822.22 
MRK Merck & Co., Inc.
+2.34%
+$9,106.94 
AMP Ameriprise Financial, Inc.
+1.67%
+$7,308.58 
BAC Bank of America Corporation
+1.6%
+$12,480.99 
AVGO Broadcom Inc.
+1.33%
+$66,093.41 
HD The Home Depot, Inc.
+1.1%
+$5,054.21 
VZ Verizon Communications Inc.
+0.85%
+$1,763.64 
IVV iShares Core S&P 500 ETF
+0.43%
+$2,321.7 
IWM iShares Russell 2000 ETF
+0.43%
+$1,569.95 
TJX The TJX Companies, Inc.
+0.42%
+$1,231.65 
NVDA NVIDIA Corporation
+0.33%
+$36,213.1 
TMO Thermo Fisher Scientific Inc.
+0.23%
+$733.22 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.01%
+$138.01 
QQQ Invesco QQQ Trust, Series 1
0%
+$80.52 
ADI Analog Devices, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.14 
AXP American Express Company
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
0%
+$0.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IHAK iShares Cybersecurity and Tech ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
-$0.01 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXC iShares Global Energy ETF
0%
$0 
JCI Johnson Controls International plc
0%
-$0.03 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
-$0.01 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MA Mastercard Incorporated
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NUKZ Range Nuclear Renaissance ETF
0%
$0 
ORCL Oracle Corporation
0%
$0 
PARR Par Pacific Holdings Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PJIO PGIM Jennison International Opportunities Fund
0%
$0 
PM Philip Morris International Inc.
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.07 
RIG Transocean Ltd.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TT Trane Technologies plc
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VOTE TCW Transform 500 ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
+$0.03 
VWO Vanguard FTSE Emerging Markets ETF
0%
-$0.01 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
WCPB Weitz Core Plus Bond ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
STX Seagate Technology Holdings plc
-5.69%
-$13,852.77 
INTC Intel Corporation
-4.43%
-$9,592.47 
NXPI NXP Semiconductors N.V.
-1.71%
-$5,623.02 
MSI Motorola Solutions, Inc.
-1.58%
-$6,464.69 
APH Amphenol Corporation
-0.84%
-$3,438.05 
KO The Coca-Cola Company
-0.76%
-$2,147.68 
CCJ Cameco Corporation
-0.64%
-$24,705.66 
VO Vanguard Mid-Cap ETF
-0.48%
-$1,340.04 
AVEM Avantis Emerging Markets Equity ETF
-0.47%
-$15,574.17 
TSLA Tesla, Inc.
-0.43%
-$5,232.21 
ROBO ROBO Global Robotics & Automation Index ETF
-0.28%
-$8,544.5 
ABBV AbbVie Inc.
-0.27%
-$1,301.14 
V Visa Inc. Class A
-0.25%
-$2,185.01 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$4,375.04 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 525 | Longs Won 356/525 67% | Profit Factor 11.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,184.11 |
| Average Win $95,899.5 | Best Trade (Jul 16) $3.24M | Sharpe Ratio -10.81 |
| Average Loss -$17,929.89 | Worst Trade (Jul 16) -$316,209.01 | Z-Score 8.94 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $59,257.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
