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Raffa Wealth Management, LLC

Q2 2020 Holdings

Filed 2026-07-27 | 886 holdings | $262.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Bond Market ETF(BND)ETF921937835$115.5M1,307,93044.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$42.5M1,094,98516.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$17.5M440,8116.7%
iShares Russell 1000 ETF(IWB)ETF464287622$13.7M79,8785.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$10.8M68,9764.1%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$9.0M97,0323.4%
iShares Edge Msci Min Vol USA ETF(USMV)ETF46429B697$6.6M109,4802.5%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$4.5M13,9341.7%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$2.5M21,7101.0%
Vanguard Ftse All-World ex-US ETF(VEU)ETF922042775$2.5M52,6171.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$2.4M7,8720.9%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$2.2M21,5540.8%
iShares Core Msci Eafe Fund ETF(IEFA)ETF46432F842$2.0M35,1300.8%
Apple(AAPL)Stock037833100$1.7M4,7820.7%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$1.6M19,1580.6%
iShares Intermediate Gov it Bond ETF(GVI)ETF464288612$1.5M13,0690.6%
Microsoft(MSFT)Stock594918104$1.1M5,5180.4%
Vanguard Short Term Bond Index ETF(BSV)ETF921937827$1.0M12,5730.4%
iShares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$858.3K14,1690.3%
Vanguard Total International Stock ETF(VXUS)ETF921909768$680.5K13,8400.3%
Berkshire Hathaway Inc. Class B(BRK/B)Stock084670702$673.5K3,7730.3%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$671.9K5,6840.3%
Vanguard Real Estate ETF(VNQ)ETF922908553$646.4K8,2320.2%
Amgen Inc(AMGN)Stock031162100$490.1K2,0780.2%
iShares Msci EM ESG Select ETF(ESGE)ETF46434G863$486.3K15,1600.2%
Facebook Inc.(META)Stock30303M102$456.0K2,0080.2%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$447.9K6,4500.2%
Visa(V)Stock92826C839$433.1K2,2420.2%
JPMorgan Chase & Co.(JPM)Stock46625H100$429.9K4,5710.2%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$399.8K3,7400.2%
Lowes Inc.(LOW)Stock548661107$360.5K2,6680.1%
Alphabet Class C(GOOG)Stock02079K107$320.9K2270.1%
iShares Msci Eafe Value ETF(EFV)ETF464288877$306.3K7,6640.1%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$296.4K4,1230.1%
Amazon COM Inc COM(AMZN)Stock023135106$292.4K1060.1%
Vanguard Ftse All World ex- US Small Cap ETF(VSS)ETF922042718$288.2K2,9830.1%
Johnson & Johnson COM(JNJ)Stock478160104$286.7K2,0390.1%
Costco Wholesale Corp(COST)Stock22160K105$279.3K9210.1%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$278.0K1,6960.1%
iShares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$273.4K5,0980.1%
Ishares Core S&P US Value ETF(IUSV)ETF464287663$273.1K5,2280.1%
PepsiCo(PEP)Stock713448108$260.9K1,9730.1%
American Tower Corp(AMT)REIT03027X100$258.3K9990.1%
Alphabet Class A(GOOGL)Stock02079K305$251.0K1770.1%
Invesco PowerShares QQQ Trust(QQQ)ETF46090E103$250.0K1,0100.1%
Vanguard 500 Index Fund ETF(VOO)ETF922908363$240.1K8470.1%
Health Care Select Sector Spdr ETF(XLV)ETF81369Y209$235.9K2,3570.1%
Vanguard Short Term Inflation Protected Securities(VTIP)ETF922020805$234.1K4,6670.1%
Applied Matls Inc COM(AMAT)Stock038222105$231.2K3,8240.1%
Eagle Bancorporation Inc COM(EGBN)Stock268948106$212.9K6,5020.1%
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