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:
42.38%
Gain +0.83%
Monthly
1.78%
Yearly
23.63%
Drawdown
20.75%
$182M
Equity
Holdings
$182M
Investment
$148.25M
$35.41M
Profit +$930,447.52
Realized
$1.66M
Unrealized
$33.75M
Dividends
$2.31M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$930,447.52
Win %
75%
This Week
Compared To Last Week
Gain
0.51%
Profit
$930,447.52
Win %
75%
This Month
Compared to last month
Gain
3.01%
Profit
$5.31M
Win %
75%
This Year
Compared to last year
Gain
3.48%
Profit
$6.12M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$489,930.18 
ETN Eaton Corporation plc
+7.32%
+$54,355.2 
GOOG Alphabet Inc
+6.88%
+$57,631.73 
GOOGL Alphabet Inc
+6.73%
+$346,532.34 
RIG Transocean Ltd.
+4.72%
+$3,565.2 
TT Trane Technologies plc
+3.33%
+$35,134.67 
META Meta Platforms Inc Class A
+3.28%
+$28,747.67 
MSFT Microsoft Corp.
+3.02%
+$286,251.33 
NVDA NVIDIA Corporation
+2.93%
+$295,395.79 
CVX Chevron Corporation
+2.35%
+$28,539.28 
CSCO Cisco Systems, Inc.
+2.14%
+$17,666.1 
JCI Johnson Controls International plc
+1.93%
+$7,097.34 
ORCL Oracle Corporation
+1.81%
+$8,253.63 
KMI Kinder Morgan, Inc.
+1.64%
+$4,071.6 
VZ Verizon Communications Inc.
+1.52%
+$3,429.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$65,378.83 
PH Parker-Hannifin Corporation
+1.43%
+$6,018.14 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$30,085.75 
AMAT Applied Materials, Inc.
+1.18%
+$2,578.31 
MSI Motorola Solutions, Inc.
+1.14%
+$4,880.69 
XLE Energy Select Sector SPDR Fund
+1%
+$3,442.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,972.48 
PJIO PGIM Jennison International Opportunities Fund
+0.91%
+$2,030.2 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$24,890.5 
GEV GE Vernova Inc.
+0.85%
+$2,069.19 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$8,664.79 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$20,839.33 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$6,199.44 
TSLA Tesla, Inc.
+0.76%
+$7,179.06 
MPC Marathon Petroleum Corporation
+0.76%
+$6,099.31 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,741.92 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$27,903.02 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,635.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$91,590.42 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,875.44 
IXC iShares Global Energy ETF
+0.63%
+$12,709.2 
APH Amphenol Corporation
+0.55%
+$2,274.77 
VOTE TCW Transform 500 ETF
+0.53%
+$2,525.72 
STX Seagate Technology Holdings plc
+0.52%
+$1,232.65 
AVGO Broadcom Inc.
+0.37%
+$18,408.96 
PG Procter & Gamble Co
+0.37%
+$733.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,852.06 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$805.6 
BAC Bank of America Corporation
+0.36%
+$2,830.74 
MRK Merck & Co., Inc.
+0.32%
+$1,319.41 
JPM JPMorgan Chase & Co.
+0.27%
+$6,155.12 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,161.97 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$1,249.74 
ADI Analog Devices, Inc.
+0.2%
+$449.17 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,659.27 
PARR Par Pacific Holdings Inc.
+0.14%
+$555 
ISRG Intuitive Surgical, Inc.
+0.1%
+$297.35 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$3,259.71 
WMT Walmart Inc.
+0.09%
+$1,179.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$589,607.92 
NXPI NXP Semiconductors N.V.
-6.53%
-$18,512 
MU Micron Technology, Inc.
-5.9%
-$20,445.46 
ABBV AbbVie Inc.
-2.51%
-$12,564.74 
CCJ Cameco Corporation
-2.1%
-$77,466.9 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,518.15 
LRCX Lam Research Corporation
-1.58%
-$3,036.21 
IAU iShares Gold Trust
-1.46%
-$12,381.41 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$24,110.86 
FCX Freeport-McMoRan Inc.
-1.28%
-$5,554.17 
TJX The TJX Companies, Inc.
-1.21%
-$3,753.58 
INTC Intel Corporation
-1.02%
-$1,870.23 
KO The Coca-Cola Company
-1.02%
-$3,068.1 
MA Mastercard Incorporated
-0.74%
-$3,043 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,447.56 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$23,512.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$12,873.66 
AMGN Amgen Inc.
-0.64%
-$1,929.45 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$16,575.3 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$39,690.35 
EFA iShares MSCI EAFE ETF
-0.62%
-$25,763.76 
PM Philip Morris International Inc.
-0.61%
-$1,336.93 
SCHF Schwab International Equity ETF
-0.58%
-$2,557.12 
LLY Eli Lilly and Company
-0.53%
-$2,960.79 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,801.99 
ALL Allstate Corporation
-0.49%
-$1,957.82 
IWM iShares Russell 2000 ETF
-0.47%
-$1,731.93 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,484.49 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$8,612 
HD The Home Depot, Inc.
-0.42%
-$1,898.77 
AXP American Express Company
-0.38%
-$890.26 
FENI Fidelity Enhanced International ETF
-0.37%
-$17,752.2 
WCPB Weitz Core Plus Bond ETF
-0.35%
-$7,946.31 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$7,209.98 
IWN iShares Russell 2000 Value ETF
-0.25%
-$675.93 
COST Costco Wholesale Corporation
-0.24%
-$3,176 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$4,626.7 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$9,361.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$8,781.34 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,495.52 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.11%
-$1,518.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,734.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1,634.72 
VO Vanguard Mid-Cap ETF
-0.05%
-$137.44 
V Visa Inc. Class A
-0.04%
-$347.6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$119.65 Events
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Dividends
Dividend Analysis
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| Trades 525 | Longs Won 369/525 70% | Profit Factor 14.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $253,377.44 |
| Average Win $103,331.37 | Best Trade (Aug 28) $3.88M | Sharpe Ratio -10.06 |
| Average Loss -$17,434.75 | Worst Trade (Aug 02) -$179,517.7 | Z-Score 12.68 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $67,446.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,046 | $6.07M | $7.43M | - | $1.36M | 22.35% | -7.354% |
| ABBV AbbVie Inc. | 1,942 | $441,568.61 | $487,325.48 | - | $45,756.87 | 10.36% | -2.513% |
| ADI Analog Devices, Inc. | 607 | $240,935 | $223,017.87 | - | -$17,917.13 | -7.44% | +0.202% |
| ALL Allstate Corporation | 1,506 | $313,474.02 | $397,704.46 | - | $84,230.44 | 26.87% | -0.49% |
| AMAT Applied Materials, Inc. | 437 | $315,951 | $221,851.79 | - | -$94,099.21 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,463 | $318,808.64 | $696,607.44 | - | $377,798.8 | 118.5% | -1.904% |
| AMGN Amgen Inc. | 778 | $281,730 | $299,654.48 | - | $17,924.48 | 6.36% | -0.64% |
| AMP Ameriprise Financial, Inc. | 842 | $438,183.03 | $459,597.31 | - | $21,414.28 | 4.89% | +0.253% |
| AMZN Amazon.com Inc | 13,579 | $2.98M | $3.69M | - | $710,502.39 | 23.86% | +15.321% |
| APH Amphenol Corporation | 5,170 | $326,614.75 | $415,409.5 | - | $88,794.75 | 27.19% | +0.551% |
| AVEM Avantis Emerging Markets Equity ETF | 36,219 | $2.97M | $3.24M | - | $270,671.05 | 9.11% | +0.101% |
| AVGO Broadcom Inc. | 12,784 | $3.14M | $4.98M | - | $1.83M | 58.27% | +0.371% |
| AXP American Express Company | 701 | $212,039 | $235,711.25 | - | $23,672.25 | 11.16% | -0.376% |
| BAC Bank of America Corporation | 12,867 | $608,856.03 | $797,110.65 | - | $188,254.62 | 30.92% | +0.356% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $766,600 | - | $85,680 | 12.58% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 2,071 | $982,848.27 | $1.06M | - | $76,551.07 | 7.79% | +0.365% |
| CCJ Cameco Corporation | 41,874 | $2.59M | $3.62M | - | $1.03M | 39.87% | -2.097% |
| COST Costco Wholesale Corporation | 1,393 | $1.28M | $1.33M | - | $41,158.51 | 3.2% | -0.239% |
| CSCO Cisco Systems, Inc. | 7,270 | $468,265.12 | $843,247.3 | - | $374,982.18 | 80.08% | +2.14% |
| CVX Chevron Corporation | 6,314 | $1.02M | $1.24M | - | $220,289.03 | 21.54% | +2.35% |
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Option values are updated at end of day.
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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 - $595,821.37, Invesco QQQ Trust, Series 1 - $402,500.18, SPDR Portfolio Emerging Markets ETF - $368,604.18, State Street SPDR Portfolio S&P 500 ETF - $242,764.52, 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 $2.31M earned over time. The largest contributors to dividend income include Xtrackers MSCI EAFE Hedged Equity ETF - $197,379.54, SPDR Portfolio Aggregate Bond ETF - $145,586.18, iShares MSCI EAFE ETF - $142,229.86, Franklin International Low Volatility High Dividend ETF - $124,140.79, and iShares Core MSCI EAFE ETF - $111,485.32. 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.
