IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Raffa Wealth Management, LLC

Q1 2025 Holdings

Filed 2026-07-27 | 1079 holdings | $439.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Bond Market ETF(BND)ETF921937835$69.6M947,17515.8%
iShares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$56.1M556,89712.8%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$41.4M813,3869.4%
Vanguard Total Stock Market ETF(VTI)ETF922908769$41.3M150,2409.4%
Avantis US Equity ETF(AVUS)ETF025072885$26.1M282,3005.9%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$25.7M778,3545.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$10.6M234,0812.4%
Vanguard Ultra-Short Bond ETF(VUSB)ETF92203C303$10.5M210,9392.4%
Avantis International Equity ETF(AVDE)ETF025072703$9.9M149,8792.3%
Dimensional US High Profitability ETF(DUHP)ETF25434V831$9.9M298,9892.3%
iShares Russell 1000 ETF(IWB)ETF464287622$7.8M25,5751.8%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$6.1M79,7051.4%
Vanguard Short Term Bond Index ETF(BSV)ETF921937827$6.0M76,7671.4%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$5.8M30,0601.3%
iShares Intermediate Gov it Bond ETF(GVI)ETF464288612$5.4M50,5461.2%
Vanguard ESG U.S. Stock ETF(ESGV)ETF921910733$5.2M53,1581.2%
Vanguard 500 Index Fund ETF(VOO)ETF922908363$5.1M9,9361.2%
iShares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$4.4M54,1881.0%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$4.4M55,7661.0%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$4.1M41,5070.9%
Spdr S&P 500 ETF(SPY)ETF78462F103$4.1M7,3110.9%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$4.1M23,5780.9%
iShares Russell 1000 Value ETF(IWD)ETF464287598$3.7M19,6950.8%
iShares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$3.5M139,0620.8%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$3.3M59,3170.7%
Dimensional International High Profitability ETF(DIHP)ETF25434V765$3.1M114,4070.7%
Vanguard Short Term Inflation Protected Securities(VTIP)ETF922020805$3.0M60,3000.7%
iShares Core Msci Eafe Fund ETF(IEFA)ETF46432F842$2.8M37,4110.6%
Vanguard ESG U.S. Corporate Bond ETF(VCEB)ETF921910691$2.6M41,7540.6%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$2.6M4,9170.6%
Apple(AAPL)Stock037833100$2.6M11,7240.6%
Dimensional US Core Equity Market ETF(DFAU)ETF25434V104$2.6M67,5950.6%
Vanguard Short-Term Government Bond ETF(VGSH)ETF92206C102$2.5M42,5190.6%
Vanguard ESG International Stock ETF(VSGX)ETF921910725$2.3M38,9290.5%
Vanguard Ftse All-World ex-US ETF(VEU)ETF922042775$2.2M37,0130.5%
iShares Russell 2500 ETF(SMMD)ETF46435G268$2.0M31,8970.5%
iShares Msci EM ESG Select ETF(ESGE)ETF46434G863$2.0M56,5180.4%
iShares Core S&P 500 ETF(IVV)ETF464287200$1.8M3,2260.4%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$1.4M51,1170.3%
Vanguard Total International Bond Index ETF(BNDX)ETF92203J407$1.4M28,1630.3%
iShares Core International Aggregate Bond ETF(IAGG)ETF46435G672$1.2M23,9770.3%
Nvidia Corporation COM(NVDA)Stock67066G104$1.1M10,0930.2%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.0M16,6870.2%
Eagle Bancorporation Inc COM(EGBN)Stock268948106$1.0M49,3380.2%
Berkshire Hathaway Inc. Class B(BRK/B)Stock084670702$785.0K1,4740.2%
Microsoft(MSFT)Stock594918104$776.8K2,0690.2%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$763.6K4,1130.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$742.7K8,2030.2%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$621.3K5,0920.1%
Dimensional International Core Equity Market ETF(DFAI)ETF25434V203$589.9K18,8900.1%
Page 1 of 22Next