0001398344-19-019308.txt : 20191107 0001398344-19-019308.hdr.sgml : 20191107 20191107133502 ACCESSION NUMBER: 0001398344-19-019308 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191107 DATE AS OF CHANGE: 20191107 EFFECTIVENESS DATE: 20191107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rice Partnership, LLC CENTRAL INDEX KEY: 0001736736 IRS NUMBER: 810671115 STATE OF INCORPORATION: HI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18753 FILM NUMBER: 191199578 BUSINESS ADDRESS: STREET 1: 1099 ALAKEA STREET STREET 2: SUITE 2510 CITY: HONOLULU STATE: HI ZIP: 96813 BUSINESS PHONE: 8085857788 MAIL ADDRESS: STREET 1: 1099 ALAKEA STREET STREET 2: SUITE 2510 CITY: HONOLULU STATE: HI ZIP: 96813 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001736736 XXXXXXXX 09-30-2019 09-30-2019 false Rice Partnership, LLC

1099 ALAKEA STREET SUITE 2510 HONOLULU HI 96813

13F HOLDINGS REPORT 028-18753 N Bonnie F. Rice 808-585-7788 /s/ Bonnie F. Rice Honolulu HI 11-07-2019 0 118 159659 INFORMATION TABLE 2 fp0046765_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 4799 57353 SH SOLE 0 0 57353 AFLAC INC COM 001055102 732 14000 SH SOLE 0 0 14000 AGILENT TECHNOLOGIES INC COM 00846U101 1819 23735 SH SOLE 0 0 23735 ALEXANDER & BALDWIN INC NEW COM 014491104 613 25005 SH SOLE 0 0 25005 ALPHABET INC CAP STK CL A 02079K305 5394 4417 SH SOLE 0 0 4417 ALPHABET INC CAP STK CL C 02079K107 514 422 SH SOLE 0 0 422 AMAZON COM INC COM 023135106 5633 3245 SH SOLE 0 0 3245 AMGEN INC COM 031162100 1389 7176 SH SOLE 0 0 7176 APPLE INC COM 037833100 11397 50886 SH SOLE 0 0 50886 AT&T INC COM 00206R102 375 9901 SH SOLE 0 0 9901 BANK AMER CORP COM 060505104 2102 72047 SH SOLE 0 0 72047 BAXTER INTL INC COM 071813109 243 2779 SH SOLE 0 0 2779 BOEING CO COM 097023105 712 1871 SH SOLE 0 0 1871 BRISTOL MYERS SQUIBB CO COM 110122108 441 8700 SH SOLE 0 0 8700 BROOKS AUTOMATION INC COM 114340102 1026 27706 SH SOLE 0 0 27706 CHEMED CORP NEW COM 16359R103 522 1250 SH SOLE 0 0 1250 CHEVRON CORP NEW COM 166764100 4715 39752 SH SOLE 0 0 39752 CISCO SYS INC COM 17275R102 4119 83361 SH SOLE 0 0 83361 COCA COLA CO COM 191216100 214 3935 SH SOLE 0 0 3935 COMCAST CORP NEW CL A 20030N101 250 5543 SH SOLE 0 0 5543 COSTCO WHSL CORP NEW COM 22160K105 432 1499 SH SOLE 0 0 1499 DANAHER CORPORATION COM 235851102 4553 31526 SH SOLE 0 0 31526 EATON CORP PLC SHS G29183103 2942 35382 SH SOLE 0 0 35382 EVERSOURCE ENERGY COM 30040W108 272 3181 SH SOLE 0 0 3181 EXXON MOBIL CORP COM 30231G102 900 12750 SH SOLE 0 0 12750 FACEBOOK INC CL A 30303M102 779 4374 SH SOLE 0 0 4374 FORTIVE CORP COM 34959J108 1117 16288 SH SOLE 0 0 16288 GENERAL MLS INC COM 370334104 565 10254 SH SOLE 0 0 10254 GLOBAL PMTS INC COM 37940X102 203 1276 SH SOLE 0 0 1276 HAWAIIAN ELEC INDUSTRIES COM 419870100 1365 29920 SH SOLE 0 0 29920 HOME DEPOT INC COM 437076102 5388 23223 SH SOLE 0 0 23223 HONEYWELL INTL INC COM 438516106 293 1731 SH SOLE 0 0 1731 HP INC COM 40434L105 1688 89218 SH SOLE 0 0 89218 INTEL CORP COM 458140100 1345 26106 SH SOLE 0 0 26106 ISHARES TR 20 YR TR BD ETF 464287432 83 582 SH SOLE 0 0 582 ISHARES TR 20 YR TR BD ETF 464287432 131 918 SH SOLE 0 0 918 ISHARES TR 3 7 YR TREAS BD 464288661 123 969 SH SOLE 0 0 969 ISHARES TR 3 7 YR TREAS BD 464288661 70 552 SH SOLE 0 0 552 ISHARES TR AGENCY BOND ETF 464288166 3 23 SH SOLE 0 0 23 ISHARES TR TIPS BD ETF 464287176 1 5 SH SOLE 0 0 5 ISHARES TR CMBS ETF 46429B366 3 50 SH SOLE 0 0 50 ISHARES TR CORE S&P500 ETF 464287200 102 343 SH SOLE 0 0 343 ISHARES TR CORE S&P MCP ETF 464287507 93 480 SH SOLE 0 0 480 ISHARES TR IBOXX HI YD ETF 464288513 0 3 SH SOLE 0 0 3 ISHARES TR IBOXX INV CP ETF 464287242 39 309 SH SOLE 0 0 309 ISHARES INC US INTL HGH YLD 464286178 11 234 SH SOLE 0 0 234 ISHARES TR JPMORGAN USD EMG 464288281 4 33 SH SOLE 0 0 33 ISHARES TR BARCLAYS 7 10 YR 464287440 8 67 SH SOLE 0 0 67 ISHARES TR BARCLAYS 7 10 YR 464287440 73 653 SH SOLE 0 0 653 ISHARES TR MBS ETF 464288588 3 26 SH SOLE 0 0 26 ISHARES INC MSCI CDA ETF 464286509 8 260 SH SOLE 0 0 260 ISHARES TR MSCI EAFE ETF 464287465 82 1262 SH SOLE 0 0 1262 ISHARES TR EAFE VALUE ETF 464288877 15 324 SH SOLE 0 0 324 ISHARES INC MSCI EURZONE ETF 464286608 7 179 SH SOLE 0 0 179 ISHARES TR MSCI INDIA ETF 46429B598 7214 214906 SH SOLE 0 0 214906 ISHARES TR MSCI KLD400 SOC 464288570 4 36 SH SOLE 0 0 36 ISHARES INC MSCI PAC JP ETF 464286665 10 217 SH SOLE 0 0 217 ISHARES INC MSCI SWITZERLAND 464286749 231 6132 SH SOLE 0 0 6132 ISHARES TR NASDAQ BIOTECH 464287556 1 9 SH SOLE 0 0 9 ISHARES TR NATIONAL MUN ETF 464288414 111 977 SH SOLE 0 0 977 ISHARES TR RUS 1000 GRW ETF 464287614 571 3574 SH SOLE 0 0 3574 ISHARES TR RUS 1000 ETF 464287622 5254 31933 SH SOLE 0 0 31933 ISHARES TR RUS 1000 VAL ETF 464287598 413 3222 SH SOLE 0 0 3222 ISHARES TR RUS 2000 GRW ETF 464287648 1807 9374 SH SOLE 0 0 9374 ISHARES TR RUSSELL 2000 ETF 464287655 6040 39910 SH SOLE 0 0 39910 ISHARES TR RUS 2000 VAL ETF 464287630 1215 10175 SH SOLE 0 0 10175 ISHARES TR RUSSELL 3000 ETF 464287689 479 2756 SH SOLE 0 0 2756 ISHARES TR RUS MD CP GR ETF 464287481 13 94 SH SOLE 0 0 94 ISHARES TR S&P 500 GRWT ETF 464287309 30 167 SH SOLE 0 0 167 ISHARES TR S&P 500 VAL ETF 464287408 35 292 SH SOLE 0 0 292 ISHARES TR S&P MC 400GR ETF 464287606 9 42 SH SOLE 0 0 42 ISHARES TR S&P MC 400VL ETF 464287705 12 75 SH SOLE 0 0 75 ISHARES TR S&P SML 600 GWT 464287887 7 38 SH SOLE 0 0 38 ISHARES TR SP SMCP600VL ETF 464287879 8 50 SH SOLE 0 0 50 ISHARES TR US AER DEF ETF 464288760 11 50 SH SOLE 0 0 50 ISHARES TR US TREAS BD ETF 46429B267 52 1985 SH SOLE 0 0 1985 JOHNSON & JOHNSON COM 478160104 4560 35246 SH SOLE 0 0 35246 JPMORGAN CHASE & CO COM 46625H100 7427 63103 SH SOLE 0 0 63103 LINDE PLC SHS G5494J103 1331 6872 SH SOLE 0 0 6872 MASTERCARD INC CL A 57636Q104 264 973 SH SOLE 0 0 973 MATSON INC COM 57686G105 1193 31812 SH SOLE 0 0 31812 MCDONALDS CORP COM 580135101 1040 4844 SH SOLE 0 0 4844 MERCK & CO INC COM 58933Y105 307 3653 SH SOLE 0 0 3653 METTLER TOLEDO INTERNATIONAL COM 592688105 648 920 SH SOLE 0 0 920 MICROSOFT CORP COM 594918104 7249 52140 SH SOLE 0 0 52140 NEXTERA ENERGY INC COM 65339F101 4637 19902 SH SOLE 0 0 19902 OMNICOM GROUP INC COM 681919106 1209 15444 SH SOLE 0 0 15444 PERKINELMER INC COM 714046109 1261 14800 SH SOLE 0 0 14800 PFIZER INC COM 717081103 1230 34236 SH SOLE 0 0 34236 PROCTER & GAMBLE CO COM 742718109 6465 51975 SH SOLE 0 0 51975 PROLOGIS INC COM 74340W103 2814 33022 SH SOLE 0 0 33022 RAYTHEON CO COM NEW 755111507 3754 19132 SH SOLE 0 0 19132 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 114 4526 SH SOLE 0 0 4526 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 89 1255 SH SOLE 0 0 1255 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 258 3637 SH SOLE 0 0 3637 SPDR GOLD TRUST GOLD SHS 78463V107 8656 62333 SH SOLE 0 0 62333 SPDR GOLD TRUST GOLD SHS 78463V107 28 199 SH SOLE 0 0 199 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 131 2588 SH SOLE 0 0 2588 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 119 2345 SH SOLE 0 0 2345 SPDR S&P 500 ETF TR TR UNIT 78462F103 1400 4716 SH SOLE 0 0 4716 STARBUCKS CORP COM 855244109 801 9055 SH SOLE 0 0 9055 SYSCO CORP COM 871829107 511 6441 SH SOLE 0 0 6441 UNITED PARCEL SERVICE INC CL B 911312106 273 2281 SH SOLE 0 0 2281 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 64 1580 SH SOLE 0 0 1580 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 159 3957 SH SOLE 0 0 3957 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1080 26290 SH SOLE 0 0 26290 VANGUARD INDEX FDS GROWTH ETF 922908736 124 743 SH SOLE 0 0 743 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 82 879 SH SOLE 0 0 879 VANGUARD INDEX FDS SMALL CP ETF 922908751 28 182 SH SOLE 0 0 182 VANGUARD INDEX FDS SML CP GRW ETF 922908595 21 114 SH SOLE 0 0 114 VANGUARD INDEX FDS SM CP VAL ETF 922908611 32 247 SH SOLE 0 0 247 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25 168 SH SOLE 0 0 168 VANGUARD INDEX FDS VALUE ETF 922908744 167 1493 SH SOLE 0 0 1493 VERIZON COMMUNICATIONS INC COM 92343V104 3610 59802 SH SOLE 0 0 59802 VISA INC COM CL A 92826C839 492 2859 SH SOLE 0 0 2859 WALMART INC COM 931142103 1981 16693 SH SOLE 0 0 16693 WATERS CORP COM 941848103 435 1947 SH SOLE 0 0 1947 WELLS FARGO CO NEW COM 949746101 356 7051 SH SOLE 0 0 7051