RAELIPSKIE PARTNERSHIP
120 holdingsFiling period: 2026-03-31Current AUM: $267.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | ETF - SPY US S&P500 (USA) | 39.2K | $25.5M | $29.3M | 10.93% | +82 | 2026-03-31 |
| 2 | VEA | ETF - VEA DEV MKT (USA) | 334.1K | $21.4M | $23.6M | 8.81% | +2.7K | 2026-03-31 |
| 3 | RSP | ETF-RSP INVESCO SP500 EQ WGT ETF (USA) | 105.1K | $20.2M | $22.6M | 8.44% | +4.8K | 2026-03-31 |
| 4 | QQQ | ETF - QQQ INVESCO TRUST (USA) | 30.4K | $17.5M | $20.9M | 7.80% | -205 | 2026-03-31 |
| 5 | VWO | ETF - VWO EMERGING MKTS (USA) | 263.0K | $14.2M | $15.4M | 5.77% | -1,195 | 2026-03-31 |
| 6 | EMXC | ETF - EMXC EMRG MKTS EX CHINA ISHARE (USA) | 131.4K | $10.3M | $12.1M | 4.52% | -2,965 | 2026-03-31 |
| 7 | IVOO | ETF - IVOO VANGUARD S&P MIDCAP 400 ETF (USA) | 82.1K | $9.4M | $10.5M | 3.90% | +825 | 2026-03-31 |
| 8 | IWM | ETF - IWM US RUSSELL2000 (USA) | 36.9K | $9.2M | $10.8M | 4.02% | -1,163 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP (USA) | 19.4K | $7.2M | $9.0M | 3.37% | +710 | 2026-03-31 |
| 10 | AAPL | APPLE INC (USA) | 27.5K | $7.0M | $8.5M | 3.17% | -1,165 | 2026-03-31 |
| 11 | JPM | J.P. MORGAN CHASE AND CO (USA) | 15.2K | $4.5M | $5.4M | 2.00% | -842 | 2026-03-31 |
| 12 | — | EXXON MOBIL CORP (USA) | 25.8K | $4.4M | $4.4M | 1.63% | -260 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC CL-A (USA) | 13.7K | $3.9M | $4.9M | 1.82% | -821 | 2026-03-31 |
| 14 | — | NOVARTIS ADR (CHE) | 25.4K | $3.9M | $3.9M | 1.45% | -5,011 | 2026-03-31 |
| 15 | CSCO | CISCO SYSTEMS INC (USA) | 49.6K | $3.8M | $5.8M | 2.15% | -2,985 | 2026-03-31 |
| 16 | PEP | PEPSI CO (USA) | 20.6K | $3.2M | $2.9M | 1.07% | +1.7K | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON (USA) | 12.8K | $3.1M | $3.3M | 1.22% | -529 | 2026-03-31 |
| 18 | — | AMAZON COM INC (USA) | 14.7K | $3.1M | $3.1M | 1.14% | +1.1K | 2026-03-31 |
| 19 | — | WALMART STORES INC (USA) | 24.4K | $3.0M | $3.0M | 1.13% | -783 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY-B-NEW (USA) | 5.6K | $2.7M | $2.7M | 1.01% | +373 | 2026-03-31 |
| 21 | HSBC | HSBC HOLDINGS PLC-SP ADR (GBR) | 31.5K | $2.6M | $3.3M | 1.25% | -2,356 | 2026-03-31 |
| 22 | AVGO | BROADCOM LTD (USA) | 8.2K | $2.5M | $3.2M | 1.19% | -10 | 2026-03-31 |
| 23 | HD | HOME DEPOT INC (USA) | 7.5K | $2.5M | $2.5M | 0.93% | +373 | 2026-03-31 |
| 24 | PG | PROCTER & GAMBLE CO (USA) | 17.0K | $2.4M | $2.4M | 0.91% | +2.2K | 2026-03-31 |
| 25 | — | MCDONALD'S CORP (USA) | 7.7K | $2.4M | $2.4M | 0.90% | +464 | 2026-03-31 |
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