IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Raffa Wealth Management, LLC

Q3 2024 Holdings

Filed 2026-07-27 | 1082 holdings | $414.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Bond Market ETF(BND)ETF921937835$68.5M912,49916.5%
iShares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$51.3M509,14912.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$43.6M825,42610.5%
Vanguard Total Stock Market ETF(VTI)ETF922908769$37.5M132,3259.0%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$23.7M691,0255.7%
Avantis US Equity ETF(AVUS)ETF025072885$19.6M205,8544.7%
Vanguard Ultra-Short Bond ETF(VUSB)ETF92203C303$16.1M323,0943.9%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$10.3M214,9492.5%
Avantis International Equity ETF(AVDE)ETF025072703$8.4M124,9702.0%
iShares Russell 1000 ETF(IWB)ETF464287622$8.0M25,5751.9%
Dimensional US High Profitability ETF(DUHP)ETF25434V831$6.5M189,8301.6%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$6.0M30,0601.4%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$5.6M71,0481.3%
Vanguard 500 Index Fund ETF(VOO)ETF922908363$5.5M10,3541.3%
iShares Intermediate Gov it Bond ETF(GVI)ETF464288612$5.4M50,4891.3%
Vanguard Short Term Bond Index ETF(BSV)ETF921937827$5.2M65,6071.2%
iShares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$4.9M58,7871.2%
Spdr S&P 500 ETF(SPY)ETF78462F103$4.2M7,3441.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$4.2M23,3831.0%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$4.1M40,7361.0%
Vanguard ESG U.S. Stock ETF(ESGV)ETF921910733$4.1M40,0061.0%
iShares Russell 1000 Value ETF(IWD)ETF464287598$3.7M19,6950.9%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$3.6M45,5280.9%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$3.4M58,8010.8%
iShares Core Msci Eafe Fund ETF(IEFA)ETF46432F842$2.9M37,0760.7%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$2.8M4,9170.7%
Apple(AAPL)Stock037833100$2.7M11,7150.7%
Dimensional US Core Equity Market ETF(DFAU)ETF25434V104$2.7M68,7650.7%
Vanguard Ftse All-World ex-US ETF(VEU)ETF922042775$2.3M36,9160.6%
iShares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$2.3M90,0890.5%
iShares Russell 2500 ETF(SMMD)ETF46435G268$2.2M32,2110.5%
iShares Msci EM ESG Select ETF(ESGE)ETF46434G863$2.2M59,9140.5%
Dimensional International High Profitability ETF(DIHP)ETF25434V765$2.0M72,4840.5%
Vanguard ESG U.S. Corporate Bond ETF(VCEB)ETF921910691$1.9M29,3230.5%
Vanguard ESG International Stock ETF(VSGX)ETF921910725$1.9M30,5520.5%
iShares Core S&P 500 ETF(IVV)ETF464287200$1.9M3,2180.4%
Nvidia Corporation COM(NVDA)Stock67066G104$1.3M11,0350.3%
Vanguard Total International Bond Index ETF(BNDX)ETF92203J407$1.3M25,2460.3%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.1M17,1370.3%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$1.1M18,7340.3%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$1.1M36,9840.3%
Microsoft(MSFT)Stock594918104$948.4K2,2040.2%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$817.2K4,0760.2%
Eagle Bancorporation Inc COM(EGBN)Stock268948106$802.9K35,5580.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$718.7K7,3770.2%
Berkshire Hathaway Inc. Class B(BRK/B)Stock084670702$676.1K1,4690.2%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$596.7K4,7500.1%
DFA US Real Estate ETF(DFAR)ETF25434V823$572.7K22,3380.1%
Invesco PowerShares QQQ Trust(QQQ)ETF46090E103$524.1K1,0740.1%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$516.9K18,3680.1%
Page 1 of 22Next