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:
41.71%
Gain +0.35%
Monthly
1.63%
Yearly
21.51%
Drawdown
20.75%
$181.27M
Equity
Holdings
$181.27M
Investment
$148.25M
$34.68M
Profit +$376,205.66
Realized
$1.66M
Unrealized
$33.02M
Dividends
$2.71M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$376,205.66
Win %
74%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$1.96M
Win %
74%
This Month
Compared to last month
Gain
0.71%
Profit
$1.27M
Win %
74%
This Year
Compared to last year
Gain
3.07%
Profit
$5.39M
Win %
73%
LLY Eli Lilly and Company
+4.71%
+$27,485.12 
TMO Thermo Fisher Scientific Inc.
+3.9%
+$15,788.26 
HD The Home Depot, Inc.
+3.85%
+$15,531.3 
NXPI NXP Semiconductors N.V.
+3.81%
+$9,730.6 
AMGN Amgen Inc.
+3.11%
+$10,296.29 
ORCL Oracle Corporation
+2.96%
+$13,809.65 
V Visa Inc. Class A
+2.87%
+$27,933.75 
MA Mastercard Incorporated
+2.59%
+$11,198.24 
CCJ Cameco Corporation
+2.47%
+$84,376.11 
AXP American Express Company
+2.38%
+$5,124.31 
ISRG Intuitive Surgical, Inc.
+1.9%
+$6,599.75 
WMT Walmart Inc.
+1.66%
+$22,699.6 
ALL Allstate Corporation
+1.65%
+$5,858.34 
IAU iShares Gold Trust
+1.47%
+$12,436.19 
ABBV AbbVie Inc.
+1.37%
+$7,495.93 
MSI Motorola Solutions, Inc.
+1.32%
+$5,920.19 
MSFT Microsoft Corp.
+1.28%
+$143,966.45 
RSP Invesco S&P 500 Equal Weight ETF
+1.27%
+$64,079.1 
IWN iShares Russell 2000 Value ETF
+1.16%
+$2,961.88 
IWM iShares Russell 2000 ETF
+1.16%
+$3,912.44 
IJR iShares Core S&P Small-Cap ETF
+1.15%
+$4,637.63 
VTWO Vanguard Russell 2000 ETF
+1.14%
+$21,443.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.09%
+$52,067.4 
TJX The TJX Companies, Inc.
+1.07%
+$2,991.15 
IWR iShares Russell Mid-Cap ETF
+1.03%
+$26,048.96 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.02%
+$8,976.86 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.88%
+$18,145.72 
EFA iShares MSCI EAFE ETF
+0.85%
+$33,961.32 
VO Vanguard Mid-Cap ETF
+0.81%
+$2,233.4 
VYMI Vanguard International High Dividend Yield Index Fund
+0.8%
+$2,754 
BAC Bank of America Corporation
+0.77%
+$5,082.47 
VTEB Vanguard Tax-Exempt Bond ETF
+0.74%
+$19,157.21 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$18,153.9 
FCX Freeport-McMoRan Inc.
+0.68%
+$3,222.79 
MU Micron Technology, Inc.
+0.65%
+$2,356.2 
FENI Fidelity Enhanced International ETF
+0.65%
+$30,178.74 
WCPB Weitz Core Plus Bond ETF
+0.64%
+$14,041.34 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.64%
+$1,434.97 
LVHI Franklin International Low Volatility High Dividend ETF
+0.55%
+$18,418.36 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$25,274.83 
QUAL iShares MSCI USA Quality Factor ETF
+0.53%
+$7,977.67 
AMP Ameriprise Financial, Inc.
+0.5%
+$2,104.99 
GOOGL Alphabet Inc
+0.5%
+$26,817.32 
AMZN Amazon.com Inc
+0.5%
+$17,109.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$9,175.99 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.48%
+$944.93 
SCHF Schwab International Equity ETF
+0.47%
+$1,997.75 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.45%
+$5,865.43 
VOTE TCW Transform 500 ETF
+0.44%
+$2,151.74 
GOOG Alphabet Inc
+0.42%
+$3,612.96 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$4,473.36 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.4%
+$24,948.22 
PH Parker-Hannifin Corporation
+0.35%
+$1,467.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.35%
+$48,899.97 
KO The Coca-Cola Company
+0.34%
+$1,073.84 
IVV iShares Core S&P 500 ETF
+0.34%
+$1,842.45 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$2,585 
PG Procter & Gamble Co
+0.27%
+$581.28 
COST Costco Wholesale Corporation
+0.15%
+$2,009.54 
VZ Verizon Communications Inc.
+0.15%
+$318.44 
META Meta Platforms Inc Class A
+0.13%
+$1,505.68 
IHAK iShares Cybersecurity and Tech ETF
+0.06%
+$1,415.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.03%
+$1,565.96 
VONG Vanguard Russell 1000 Growth Fund
+0.03%
+$300.26 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.02%
+$339.59 
JNJ Johnson & Johnson
+0.01%
+$70.74 
NUKZ Range Nuclear Renaissance ETF
0%
$0 
PARR Par Pacific Holdings Inc.
-5.74%
-$23,541.25 
STX Seagate Technology Holdings plc
-4.46%
-$8,822.34 
JCI Johnson Controls International plc
-3.89%
-$15,139.29 
AMAT Applied Materials, Inc.
-3.61%
-$7,044.44 
CSCO Cisco Systems, Inc.
-3.44%
-$28,425.7 
LRCX Lam Research Corporation
-3.31%
-$6,130.54 
TT Trane Technologies plc
-3.11%
-$35,062.82 
PM Philip Morris International Inc.
-2.8%
-$6,526.08 
MPC Marathon Petroleum Corporation
-2.79%
-$34,490.28 
INTC Intel Corporation
-2.4%
-$4,725.85 
ETN Eaton Corporation plc
-2.03%
-$15,916.82 
XLE Energy Select Sector SPDR Fund
-1.89%
-$7,467.52 
GEV GE Vernova Inc.
-1.85%
-$4,349.98 
ROBO ROBO Global Robotics & Automation Index ETF
-1.59%
-$46,066 
APH Amphenol Corporation
-1.54%
-$13,131.8 
CVX Chevron Corporation
-1.49%
-$20,836.2 
KMI Kinder Morgan, Inc.
-1.45%
-$3,797.55 
NVDA NVIDIA Corporation
-1.4%
-$159,854.97 
IXC iShares Global Energy ETF
-1.31%
-$29,594.28 
AMD Advanced Micro Devices, Inc.
-1.28%
-$10,658 
PJIO PGIM Jennison International Opportunities Fund
-1.22%
-$2,726.91 
TSLA Tesla, Inc.
-1.18%
-$13,202.25 
RIG Transocean Ltd.
-1.17%
-$965.58 
AVGO Broadcom Inc.
-0.87%
-$38,479.84 
EEM iShares MSCI Emerging Markets ETF
-0.79%
-$21,256.29 
AVEM Avantis Emerging Markets Equity ETF
-0.71%
-$23,542.35 
MRK Merck & Co., Inc.
-0.24%
-$1,158.51 
SPEM SPDR Portfolio Emerging Markets ETF
-0.17%
-$1,430.64 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$530.8 
ADI Analog Devices, Inc.
-0.15%
-$358.13 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$4,267.56 
QQQM Invesco NASDAQ 100 ETF
-0.14%
-$5,968.94 
JPM JPMorgan Chase & Co.
-0.06%
-$1,407.82 
IWF iShares Russell 1000 Growth ETF
0%
-$26.64 
AAPL Apple Inc.
0%
-$240.22 Events
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Dividends
Dividend Analysis
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| Trades 525 | Longs Won 366/525 69% | Profit Factor 11.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,214.74 |
| Average Win $103,939.97 | Best Trade (Oct 14) $3.56M | Sharpe Ratio -12.46 |
| Average Loss -$21,152.23 | Worst Trade (Oct 14) -$180,735.81 | Z-Score 9.71 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $66,054.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,046 | $6.07M | $8.25M | - | $2.18M | 35.83% | -0.003% |
| ABBV AbbVie Inc. | 1,942 | $441,568.61 | $554,654.43 | - | $113,085.82 | 25.61% | +1.37% |
| ADI Analog Devices, Inc. | 607 | $240,935 | $244,608.86 | - | $3,673.86 | 1.52% | -0.146% |
| ALL Allstate Corporation | 1,506 | $313,474.02 | $361,530.36 | - | $48,056.34 | 15.33% | +1.647% |
| AMAT Applied Materials, Inc. | 437 | $315,951 | $188,132.87 | - | -$127,818.13 | -40.46% | -3.609% |
| AMD Advanced Micro Devices, Inc. | 1,463 | $318,808.64 | $824,451.66 | - | $505,643.02 | 158.6% | -1.276% |
| AMGN Amgen Inc. | 778 | $281,730 | $341,809.87 | - | $60,079.87 | 21.33% | +3.106% |
| AMP Ameriprise Financial, Inc. | 842 | $438,183.03 | $419,585.44 | - | -$18,597.59 | -4.24% | +0.504% |
| AMZN Amazon.com Inc | 13,579 | $2.98M | $3.47M | - | $489,979.57 | 16.46% | +0.496% |
| APH Amphenol Corporation | 10,340 | $326,619.92 | $841,882.8 | - | $515,262.88 | 157.76% | -1.536% |
| AVEM Avantis Emerging Markets Equity ETF | 36,219 | $2.97M | $3.27M | - | $301,819.39 | 10.16% | -0.714% |
| AVGO Broadcom Inc. | 12,784 | $3.14M | $4.39M | - | $1.24M | 39.55% | -0.869% |
| AXP American Express Company | 701 | $212,039 | $220,296.26 | - | $8,257.26 | 3.89% | +2.381% |
| BAC Bank of America Corporation | 12,867 | $608,856.03 | $666,317.59 | - | $57,461.56 | 9.44% | +0.769% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $792,170.01 | - | $111,250.01 | 16.34% | +0.327% |
| BRK-B Berkshire Hathaway Inc. | 2,071 | $982,848.27 | $1.09M | - | $111,695.94 | 11.36% | +0.41% |
| CCJ Cameco Corporation | 41,874 | $2.59M | $3.5M | - | $909,757.81 | 35.18% | +2.473% |
| COST Costco Wholesale Corporation | 1,393 | $1.28M | $1.37M | - | $85,111.27 | 6.62% | +0.147% |
| CSCO Cisco Systems, Inc. | 7,270 | $468,265.12 | $797,737.1 | - | $329,471.98 | 70.36% | -3.441% |
| CVX Chevron Corporation | 6,314 | $1.02M | $1.38M | - | $358,628.77 | 35.07% | -1.486% |
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FAQ
Which stocks have generated the highest profits for Rainier Family Wealth Inc.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $601,615.42, Invesco QQQ Trust, Series 1 - $405,525.44, SPDR Portfolio Emerging Markets ETF - $368,604.18, State Street SPDR Portfolio S&P 500 ETF - $279,877.27, and Exxon Mobil Corporation - $207,705.94. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $222,146.49, UnitedHealth Group Incorporated - $196,955.46, Salesforce Inc - $123,680.83, Viking Therapeutics Inc - $112,630, and Advanced Micro Devices, Inc - $80,249.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rainier Family Wealth Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.71M earned over time. The largest contributors to dividend income include Xtrackers MSCI EAFE Hedged Equity ETF - $197,379.54, SPDR Portfolio Aggregate Bond ETF - $178,961.13, Franklin International Low Volatility High Dividend ETF - $152,464.31, iShares MSCI EAFE ETF - $142,229.86, and Microsoft Corp - $119,860.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rainier Family Wealth Inc.'s monthly returns?
Rainier Family Wealth Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Rainier Family Wealth Inc.'s strategy be considered aggressive or moderate?
Rainier Family Wealth Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Rainier Family Wealth Inc.'s strategy?
Rainier Family Wealth Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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