IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Raffa Wealth Management, LLC

Q4 2019 Holdings

Filed 2026-07-27 | 743 holdings | $286.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Bond Market ETF(BND)ETF921937835$146.5M1,746,93051.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$41.5M942,06414.5%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$16.8M377,7165.9%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$8.3M94,7352.9%
Vanguard Total Stock Market ETF(VTI)ETF922908769$7.2M44,0012.5%
iShares Russell 1000 ETF(IWB)ETF464287622$7.1M39,9392.5%
Vanguard Ftse All-World ex-US ETF(VEU)ETF922042775$4.5M84,3281.6%
iShares Edge Msci Min Vol USA ETF(USMV)ETF46429B697$2.8M42,0001.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$2.6M8,0710.9%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$2.5M21,2750.9%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$2.2M5,8820.8%
Apple(AAPL)Stock037833100$1.9M6,3620.7%
Vanguard Short Term Bond Index ETF(BSV)ETF921937827$1.9M22,9980.6%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$1.6M20,0230.6%
iShares Intermediate Gov it Bond ETF(GVI)ETF464288612$1.5M13,5430.5%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$1.5M13,2820.5%
iShares Core Msci Eafe Fund ETF(IEFA)ETF46432F842$1.4M21,5500.5%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.4M24,8610.5%
Microsoft(MSFT)Stock594918104$1.4M8,5800.5%
Berkshire Hathaway Inc. Class B(BRK/B)Stock084670702$1.2M5,4600.4%
JPMorgan Chase & Co.(JPM)Stock46625H100$858.7K6,1600.3%
iShares Msci Eafe Value ETF(EFV)ETF464288877$784.2K15,7060.3%
Visa(V)Stock92826C839$761.7K4,0540.3%
iShares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$687.9K10,0070.2%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$684.6K4,9950.2%
iShares Russell 2000 ETF(IWM)ETF464287655$560.3K3,3820.2%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$550.2K12,2620.2%
Facebook Inc.(META)Stock30303M102$533.4K2,5990.2%
Vanguard 500 Index Fund ETF(VOO)ETF922908363$532.6K1,8000.2%
PepsiCo(PEP)Stock713448108$511.7K3,7440.2%
Amgen Inc(AMGN)Stock031162100$493.0K2,0450.2%
Alphabet Class C(GOOG)Stock02079K107$485.3K3630.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$480.4K5,1780.2%
Health Care Select Sector Spdr ETF(XLV)ETF81369Y209$480.2K4,7140.2%
Lowes Inc.(LOW)Stock548661107$469.2K3,9180.2%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$468.9K6,4500.2%
Spdr S&P Dividend ETF(SDY)ETF78464A763$468.6K4,3560.2%
Costco Wholesale Corp(COST)Stock22160K105$449.1K1,5280.2%
American Tower Corp(AMT)REIT03027X100$448.8K1,9530.2%
iShares Core Msci Emerging Markers ETF(IEMG)ETF46434G103$438.1K8,1500.2%
Copart(CPRT)Stock217204106$411.3K4,5230.1%
Vanguard Total International Bond Index ETF(BNDX)ETF92203J407$408.5K7,2190.1%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$388.7K2,1810.1%
iShares Russell 3000 ETF(IWV)ETF464287689$388.3K2,0600.1%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$387.3K6,3670.1%
Alphabet Class A(GOOGL)Stock02079K305$385.7K2880.1%
iShares Msci EM ESG Select ETF(ESGE)ETF46434G863$381.4K10,6150.1%
Starbucks(SBUX)Stock855244109$378.6K4,3060.1%
Cisco Systems(CSCO)Stock17275R102$370.0K7,7140.1%
iShares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$369.8K5,9370.1%
Page 1 of 15Next