Chief Compliance Officer

0001398344-24-009646.txt : 20240515 0001398344-24-009646.hdr.sgml : 20240515 20240515095955 ACCESSION NUMBER: 0001398344-24-009646 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rice Partnership, LLC CENTRAL INDEX KEY: 0001736736 ORGANIZATION NAME: 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: 24947796 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 X0202 13F-HR LIVE false false false 0001736736 XXXXXXXX 03-31-2024 03-31-2024 false Rice Partnership, LLC

1099 ALAKEA STREET SUITE 2510 HONOLULU HI 96813

13F HOLDINGS REPORT 028-18753 000135701 801-64438 N Bonnie F. Rice Chief Compliance Officer 808-585-7788 /s/ Bonnie F. Rice Honolulu HI 05-15-2024 0 158 424200043 INFORMATION TABLE 2 fp0087913-1_13fhr-table.xml ABBOTT LABS COM 002824100 2000416 17600 SH SOLE 0 0 17600 ABBVIE INC COM 00287Y109 730340 4011 SH SOLE 0 0 4011 ADVANCED MICRO DEVICES INC COM 007903107 258462 1432 SH SOLE 0 0 1432 AFLAC INC COM 001055102 1300607 15148 SH SOLE 0 0 15148 AGILENT TECHNOLOGIES INC COM 00846U101 329871 2267 SH SOLE 0 0 2267 ALPHABET INC CAP STK CL C 02079K107 3362205 22082 SH SOLE 0 0 22082 ALPHABET INC CAP STK CL A 02079K305 11959995 79242 SH SOLE 0 0 79242 AMAZON COM INC COM 023135106 13507937 74886 SH SOLE 0 0 74886 AMERICAN EXPRESS CO COM 025816109 13097129 57522 SH SOLE 0 0 57522 APPLE INC COM 037833100 33140162 193260 SH SOLE 0 0 193260 BANK AMERICA CORP COM 060505104 521231 13746 SH SOLE 0 0 13746 BECTON DICKINSON & CO COM 075887109 475351 1921 SH SOLE 0 0 1921 CARLISLE COS INC COM 142339100 395473 1009 SH SOLE 0 0 1009 CHEVRON CORP NEW COM 166764100 1356091 8597 SH SOLE 0 0 8597 CISCO SYS INC COM 17275R102 751621 15060 SH SOLE 0 0 15060 COCA COLA CO COM 191216100 5143976 84079 SH SOLE 0 0 84079 COLGATE PALMOLIVE CO COM 194162103 548134 6087 SH SOLE 0 0 6087 CONOCOPHILLIPS COM 20825C104 7509363 58999 SH SOLE 0 0 58999 COPART INC COM 217204106 403702 6970 SH SOLE 0 0 6970 COSTCO WHSL CORP NEW COM 22160K105 8878425 12119 SH SOLE 0 0 12119 DANAHER CORPORATION COM 235851102 11044366 44227 SH SOLE 0 0 44227 DEERE & CO COM 244199105 5197915 12655 SH SOLE 0 0 12655 DISNEY WALT CO COM 254687106 5485992 44835 SH SOLE 0 0 44835 EATON CORP PLC SHS G29183103 13767935 44032 SH SOLE 0 0 44032 ELI LILLY & CO COM 532457108 18153697 23335 SH SOLE 0 0 23335 ENTEGRIS INC COM 29362U104 305253 2172 SH SOLE 0 0 2172 EQUINIX INC COM 29444U700 3504351 4246 SH SOLE 0 0 4246 EXXON MOBIL CORP COM 30231G102 1182718 10175 SH SOLE 0 0 10175 FORTINET INC COM 34959E109 328434 4808 SH SOLE 0 0 4808 FORTIVE CORP COM 34959J108 952672 11075 SH SOLE 0 0 11075 GENERAL MLS INC COM 370334104 241816 3456 SH SOLE 0 0 3456 HILTON WORLDWIDE HLDGS INC COM 43300A203 5598321 26245 SH SOLE 0 0 26245 HOME DEPOT INC COM 437076102 7211094 18798 SH SOLE 0 0 18798 HONEYWELL INTL INC COM 438516106 943973 4599 SH SOLE 0 0 4599 INTEL CORP COM 458140100 1205586 27294 SH SOLE 0 0 27294 INTERNATIONAL BUSINESS MACHS COM 459200101 334005 1749 SH SOLE 0 0 1749 INTUITIVE SURGICAL INC COM NEW 46120E602 216706 543 SH SOLE 0 0 543 INVESCO QQQ TR UNIT SER 1 46090E103 400079 901 SH SOLE 0 0 901 ISHARES INC MSCI AUST ETF 464286103 7631971 309488 SH SOLE 0 0 309488 ISHARES INC MSCI CDA ETF 464286509 42329 1106 SH SOLE 0 0 1106 ISHARES INC MSCI MEXICO ETF 464286822 9244291 133376 SH SOLE 0 0 133376 ISHARES INC CORE MSCI EMKT 46434G103 2270 44 SH SOLE 0 0 44 ISHARES INC MSCI EMRG CHN 46434G764 33391 580 SH SOLE 0 0 580 ISHARES INC MSCI JPN ETF NEW 46434G822 4286565 60078 SH SOLE 0 0 60078 ISHARES INC ESG AWR MSCI EM 46434G863 46798 1452 SH SOLE 0 0 1452 ISHARES TR CORE S&P TTL STK 464287150 67681 587 SH SOLE 0 0 587 ISHARES TR SELECT DIVID ETF 464287168 24636 200 SH SOLE 0 0 200 ISHARES TR MSCI EMG MKT ETF 464287234 6655 162 SH SOLE 0 0 162 ISHARES TR S&P 500 GRWT ETF 464287309 56406 668 SH SOLE 0 0 668 ISHARES TR S&P 500 VAL ETF 464287408 54549 292 SH SOLE 0 0 292 ISHARES TR 20 YR TR BD ETF 464287432 74750 790 SH SOLE 0 0 790 ISHARES TR 7-10 YR TRSY BD 464287440 79136 836 SH SOLE 0 0 836 ISHARES TR RUS 1000 VAL ETF 464287598 317204 1771 SH SOLE 0 0 1771 ISHARES TR S&P MC 400GR ETF 464287606 63328 694 SH SOLE 0 0 694 ISHARES TR RUS 1000 GRW ETF 464287614 431424 1280 SH SOLE 0 0 1280 ISHARES TR RUS 1000 ETF 464287622 12599034 43742 SH SOLE 0 0 43742 ISHARES TR RUS 2000 VAL ETF 464287630 59554 375 SH SOLE 0 0 375 ISHARES TR RUS 2000 GRW ETF 464287648 123485 456 SH SOLE 0 0 456 ISHARES TR RUSSELL 2000 ETF 464287655 418497 1990 SH SOLE 0 0 1990 ISHARES TR S&P MC 400VL ETF 464287705 41638 352 SH SOLE 0 0 352 ISHARES TR SP SMCP600VL ETF 464287879 10276 100 SH SOLE 0 0 100 ISHARES TR NATIONAL MUN ETF 464288414 40135 373 SH SOLE 0 0 373 ISHARES TR MBS ETF 464288588 216170 2339 SH SOLE 0 0 2339 ISHARES TR ISHS 1-5YR INVS 464288646 47280 922 SH SOLE 0 0 922 ISHARES TR US HOME CONS ETF 464288752 150501 1300 SH SOLE 0 0 1300 ISHARES TR U.S. MED DVC ETF 464288810 17140 293 SH SOLE 0 0 293 ISHARES TR MSCI EURO FL ETF 464289180 58055 2553 SH SOLE 0 0 2553 ISHARES TR RUS TP200 GR ETF 464289438 154129 790 SH SOLE 0 0 790 ISHARES TR INDIA 50 ETF 464289529 2371 47 SH SOLE 0 0 47 ISHARES TR MSCI INDONIA ETF 46429B309 3315875 147176 SH SOLE 0 0 147176 ISHARES TR MSCI INDIA ETF 46429B598 24980239 484207 SH SOLE 0 0 484207 ISHARES TR MSCI UK ETF NEW 46435G334 3866 113 SH SOLE 0 0 113 ISHARES TR MORTGE REL ETF 46435G342 2324 100 SH SOLE 0 0 100 ISHARES TR CR 5 10 YR ETF 46435G417 345176 8047 SH SOLE 0 0 8047 ISHARES TR ESG AWR MSCI USA 46435G425 25521 222 SH SOLE 0 0 222 ISHARES TR ESG AW MSCI EAFE 46435G516 23254 291 SH SOLE 0 0 291 JOHNSON & JOHNSON COM 478160104 1737513 10984 SH SOLE 0 0 10984 JPMORGAN CHASE & CO COM 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18597 OMNICOM GROUP INC COM 681919106 1165958 12050 SH SOLE 0 0 12050 PEPSICO INC COM 713448108 635139 3629 SH SOLE 0 0 3629 PROCTER AND GAMBLE CO COM 742718109 2834291 17469 SH SOLE 0 0 17469 PROLOGIS INC. COM 74340W103 2565725 19703 SH SOLE 0 0 19703 REVVITY INC COM 714046109 1585856 15103 SH SOLE 0 0 15103 RPM INTL INC COM 749685103 211731 1780 SH SOLE 0 0 1780 RTX CORPORATION COM 75513E101 3504643 35934 SH SOLE 0 0 35934 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3338 55 SH SOLE 0 0 55 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 82602 1331 SH SOLE 0 0 1331 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 211814 2284 SH SOLE 0 0 2284 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8223 167 SH SOLE 0 0 167 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 7207 162 SH SOLE 0 0 162 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5479 217 SH SOLE 0 0 217 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 9966 359 SH SOLE 0 0 359 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 8016 226 SH SOLE 0 0 226 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 5021 141 SH SOLE 0 0 141 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 6844 120 SH SOLE 0 0 120 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 20824 309 SH SOLE 0 0 309 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8194 210 SH SOLE 0 0 210 SCHWAB STRATEGIC TR US REIT ETF 808524847 2416 119 SH SOLE 0 0 119 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 3924 80 SH SOLE 0 0 80 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1513 29 SH SOLE 0 0 29 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2470 69 SH SOLE 0 0 69 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 46535 315 SH SOLE 0 0 315 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 34057 446 SH SOLE 0 0 446 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 51489 280 SH SOLE 0 0 280 SELECT SECTOR SPDR TR ENERGY 81369Y506 6119 65 SH SOLE 0 0 65 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 105300 2500 SH SOLE 0 0 2500 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 285887 1373 SH SOLE 0 0 1373 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 26050 319 SH SOLE 0 0 319 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 10989 278 SH SOLE 0 0 278 SEMPRA COM 816851109 2286564 31833 SH SOLE 0 0 31833 SPDR GOLD TR GOLD SHS 78463V107 25450238 123713 SH SOLE 0 0 123713 SPDR S&P 500 ETF TR TR UNIT 78462F103 2466275 4715 SH SOLE 0 0 4715 SPDR SER TR PORTFOLIO CRPORT 78464A144 388793 13356 SH SOLE 0 0 13356 SPDR SER TR PORTFOLIO INTRMD 78464A375 31252 956 SH SOLE 0 0 956 SPDR SER TR BLOOMBERG EMERGI 78464A391 2378 116 SH SOLE 0 0 116 SPDR SER TR COMP SOFTWARE 78464A599 11808 76 SH SOLE 0 0 76 SPDR SER TR S&P SEMICNDCTR 78464A862 20889 90 SH SOLE 0 0 90 STERIS PLC SHS USD G8473T100 210207 935 SH SOLE 0 0 935 TESLA INC COM 88160R101 2848853 16206 SH SOLE 0 0 16206 UNION PAC CORP COM 907818108 253554 1031 SH SOLE 0 0 1031 UNITED PARCEL SERVICE INC CL B 911312106 298300 2007 SH SOLE 0 0 2007 UNITEDHEALTH GROUP INC COM 91324P102 2738659 5536 SH SOLE 0 0 5536 US BANCORP DEL COM NEW 902973304 7384932 165211 SH SOLE 0 0 165211 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5768 12 SH SOLE 0 0 12 VANGUARD INDEX FDS GROWTH ETF 922908736 17554 51 SH SOLE 0 0 51 VANGUARD INDEX FDS VALUE ETF 922908744 33549 206 SH SOLE 0 0 206 VANGUARD INDEX FDS SMALL CP ETF 922908751 6139 27 SH SOLE 0 0 27 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1810244 6965 SH SOLE 0 0 6965 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 9442 111 SH SOLE 0 0 111 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 513835 8776 SH SOLE 0 0 8776 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 52192 219 SH SOLE 0 0 219 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 10034 220 SH SOLE 0 0 220 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 8175 138 SH SOLE 0 0 138 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 659736 13150 SH SOLE 0 0 13150 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1149 20 SH SOLE 0 0 20 VANGUARD WORLD FD ESG US STK ETF 921910733 327097 3510 SH SOLE 0 0 3510 VANGUARD WORLD FD MEGA GRWTH IND 921910816 202144 705 SH SOLE 0 0 705 VERALTO CORP COM SHS 92338C103 290184 3273 SH SOLE 0 0 3273 VERIZON COMMUNICATIONS INC COM 92343V104 317595 7569 SH SOLE 0 0 7569 VISA INC COM CL A 92826C839 783378 2807 SH SOLE 0 0 2807 WALMART INC COM 931142103 1207639 20070 SH SOLE 0 0 20070 WATERS CORP COM 941848103 498101 1447 SH SOLE 0 0 1447 ZIMMER BIOMET HOLDINGS INC COM 98956P102 207869 1575 SH SOLE 0 0 1575