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Raffa Wealth Management, LLC

Q1 2020 Holdings

Filed 2026-07-27 | 866 holdings | $268.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Bond Market ETF(BND)ETF921937835$156.6M1,834,43358.3%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$35.9M1,076,64213.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$15.0M446,9075.6%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$8.6M96,5473.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$7.3M56,3882.7%
iShares Russell 1000 ETF(IWB)ETF464287622$5.7M39,9392.1%
iShares Edge Msci Min Vol USA ETF(USMV)ETF46429B697$3.0M54,7401.1%
Vanguard Ftse All-World ex-US ETF(VEU)ETF922042775$2.3M54,9820.8%
Spdr S&P 500 ETF(SPY)ETF78462F103$2.1M8,3170.8%
Vanguard Short Term Bond Index ETF(BSV)ETF921937827$2.0M24,0470.7%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$1.8M21,3610.7%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$1.7M6,6070.6%
iShares Intermediate Gov it Bond ETF(GVI)ETF464288612$1.6M14,0010.6%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$1.5M19,3520.6%
Apple(AAPL)Stock037833100$1.2M4,7890.5%
iShares Core Msci Eafe Fund ETF(IEFA)ETF46432F842$887.5K17,7900.3%
Microsoft(MSFT)Stock594918104$867.5K5,4990.3%
iShares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$708.0K13,3180.3%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$693.3K6,0090.3%
Berkshire Hathaway Inc. Class B(BRK/B)Stock084670702$689.8K3,7730.3%
Vanguard Total International Stock ETF(VXUS)ETF921909768$585.3K13,9480.2%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$429.9K6,8960.2%
Amgen Inc(AMGN)Stock031162100$422.3K2,0830.2%
JPMorgan Chase & Co.(JPM)Stock46625H100$409.8K4,5480.2%
Vanguard Total International Bond Index ETF(BNDX)ETF92203J407$406.1K7,2190.2%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$402.7K4,5350.1%
iShares Russell 2000 ETF(IWM)ETF464287655$389.9K3,4060.1%
Vanguard Real Estate ETF(VNQ)ETF922908553$378.5K5,4190.1%
iShares Msci EM ESG Select ETF(ESGE)ETF46434G863$373.7K13,6530.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$369.0K6,4500.1%
Visa(V)Stock92826C839$361.2K2,2420.1%
Facebook Inc.(META)Stock30303M102$334.9K2,0080.1%
Johnson & Johnson COM(JNJ)Stock478160104$264.2K2,0130.1%
Alphabet Class C(GOOG)Stock02079K107$263.7K2270.1%
Costco Wholesale Corp(COST)Stock22160K105$262.6K9210.1%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$247.9K4,3430.1%
iShares Msci Eafe Value ETF(EFV)ETF464288877$236.1K6,6150.1%
PepsiCo(PEP)Stock713448108$235.0K1,9570.1%
Vanguard Ftse All World ex- US Small Cap ETF(VSS)ETF922042718$233.4K2,9830.1%
Ishares Core S&P US Value ETF(IUSV)ETF464287663$231.9K5,0220.1%
Lowes Inc.(LOW)Stock548661107$229.8K2,6680.1%
Vanguard Short Term Inflation Protected Securities(VTIP)ETF922020805$227.4K4,6670.1%
iShares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$226.3K5,0480.1%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$222.6K1,6910.1%
American Tower Corp(AMT)REIT03027X100$217.3K9980.1%
RTX Corporation COM(RTX)Stock75513E101$217.0K2,3000.1%
Health Care Select Sector Spdr ETF(XLV)ETF81369Y209$208.8K2,3570.1%
Invesco PowerShares QQQ Trust(QQQ)ETF46090E103$205.9K1,0810.1%
Amazon COM Inc COM(AMZN)Stock023135106$202.8K1040.1%
Alphabet Class A(GOOGL)Stock02079K305$201.9K1740.1%
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