IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Raffa Wealth Management, LLC

Q1 2024 Holdings

Filed 2026-07-27 | 1128 holdings | $335.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Bond Market ETF(BND)ETF921937835$65.8M906,15719.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$40.9M814,55212.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$32.8M126,0129.8%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$19.9M621,5995.9%
iShares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$18.7M185,6605.6%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$8.6M205,1732.6%
iShares Russell 1000 ETF(IWB)ETF464287622$7.8M27,2502.3%
iShares Core S&P 500 ETF(IVV)ETF464287200$7.7M14,6572.3%
Avantis US Equity ETF(AVUS)ETF025072885$6.3M70,1631.9%
Avantis International Equity ETF(AVDE)ETF025072703$5.7M90,1931.7%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$5.5M30,0601.6%
iShares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$5.4M67,6691.6%
iShares Intermediate Gov it Bond ETF(GVI)ETF464288612$5.2M50,3641.6%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$4.8M63,5981.4%
Vanguard 500 Index Fund ETF(VOO)ETF922908363$4.6M9,5631.4%
Dimensional US High Profitability ETF(DUHP)ETF25434V831$4.4M139,8141.3%
Vanguard Ultra-Short Bond ETF(VUSB)ETF92203C303$4.2M83,8411.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$4.0M7,5931.2%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$3.9M23,2001.2%
iShares Core Msci Eafe Fund ETF(IEFA)ETF46432F842$3.6M48,3741.1%
iShares Russell 1000 Value ETF(IWD)ETF464287598$3.5M19,6951.1%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$3.2M41,2300.9%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$2.9M54,5370.9%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$2.7M4,9170.8%
Dimensional US Core Equity Market ETF(DFAU)ETF25434V104$2.6M70,6090.8%
Vanguard Short Term Bond Index ETF(BSV)ETF921937827$2.5M33,1840.8%
iShares Msci EM ESG Select ETF(ESGE)ETF46434G863$2.3M71,6280.7%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$2.3M23,5390.7%
Vanguard Ftse All-World ex-US ETF(VEU)ETF922042775$2.2M36,7040.6%
iShares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$2.1M84,4870.6%
Apple(AAPL)Stock037833100$2.0M11,7720.6%
iShares Russell 2500 ETF(SMMD)ETF46435G268$1.9M29,5270.6%
Wisdomtree US Quality Dividend Growth Fund(DGRW)ETF97717X669$1.8M24,0130.5%
Vanguard ESG U.S. Stock ETF(ESGV)ETF921910733$1.5M16,4400.5%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$1.5M36,3300.4%
Dimensional International High Profitability ETF(DIHP)ETF25434V765$1.4M50,7910.4%
Microsoft(MSFT)Stock594918104$1.3M3,0100.4%
Nvidia Corporation COM(NVDA)Stock67066G104$1.1M1,2100.3%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.0M16,6600.3%
Eagle Bancorporation Inc COM(EGBN)Stock268948106$827.9K35,2920.2%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$785.8K4,0950.2%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$781.3K13,4550.2%
Vanguard Total International Bond Index ETF(BNDX)ETF92203J407$689.6K14,0200.2%
DFA US Real Estate ETF(DFAR)ETF25434V823$620.4K27,7350.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$608.4K7,0350.2%
Amazon COM Inc COM(AMZN)Stock023135106$593.1K3,2880.2%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$547.7K4,7500.2%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$520.7K19,9600.2%
Berkshire Hathaway Inc. Class B(BRK/B)Stock084670702$520.2K1,2370.2%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$484.8K18,1250.1%
Page 1 of 23Next