account_balance

Investment manager · 13F filer · SEC CIK 1631073

Raffa Wealth Management, LLC

Reported value$793Mas of Jun 30, 2026

Positions1,591 173 new, 100 sold out

Top 10 weight69.7%VTI alone is 11%

FiledJul 2727 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

VTIVanguard Total Stock Market ETF

11.3%Added +37%

SGOViShares 0-3 Month Treasury Bond ETF

8.8%Added +5%

VEAVanguard FTSE Developed Markets ETF

7.8%Added +10%

AVUSAvantis US Equity ETF

7.3%Added +12%

BNDVanguard Total Bond Market ETF

6.7%Added +16%

IGSBiShares Short-Term Corporate Bond ETF

6.5%Added +21%

VCITVanguard Intermediate-Term Corporate Bond ETF

6.4%Added +28%

IAGGiShares Core International Aggregate Bond ETF

5.6%Added +15%

DFACDimensional U.S. Core Equity 2 ETF

5.0%Added +10%

FQALFidelity Quality Factor ETF

4.4%+15%

VUSBVanguard Ultra-Short Bond ETF

3.9%Added +26%

AVDEAvantis International Equity ETF

2.2%

VTIVanguard Total Stock Market ETF

11.3%Added +37%

SGOViShares 0-3 Month Treasury Bond ETF

8.8%Added +5%

VEAVanguard FTSE Developed Markets ETF

7.8%+10%

AVUSAvantis US Equity ETF

7.3%+12%

BNDVanguard Total Bond Market ETF

6.7%+16%

IGSBiShares Short-Term Corporate Bond ETF

6.5%

VCITVanguard Intermediate-Term Corporate Bond ETF

6.4%

IAGGiShares Core International Aggregate Bond ETF

5.6%

DFACDimensional U.S. Core Equity 2 ETF

5.0%

FQALFidelity Quality Factor ETF

4.4%

VUSB3.9%

AVDE

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTI Vanguard Total Stock Market ETF 11.3% Added +37%

SGOV iShares 0-3 Month Treasury Bond ETF 8.8% Added +5%

VEA Vanguard FTSE Developed Markets ETF 7.8% Added +10%

AVUS Avantis US Equity ETF 7.3% Added +12%

BND Vanguard Total Bond Market ETF 6.7% Added +16%

IGSB iShares Short-Term Corporate Bond ETF 6.5% Added +21%

VCIT Vanguard Intermediate-Term Corporate Bond ETF 6.4% Added +28%

IAGG iShares Core International Aggregate Bond ETF 5.6% Added +15%

DFAC Dimensional U.S. Core Equity 2 ETF 5.0% Added +10%

FQAL Fidelity Quality Factor ETF 4.4% Added +15%

VUSB Vanguard Ultra-Short Bond ETF 3.9% Added +26%

AVDE Avantis International Equity ETF 2.2% Added +15%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 27, 2026, compared with the Jul 27, 2026 filing

add_circleNew

SPIP $4.06M
CBZ $37.9K
GLD $22.8K
TBIL $21.7K

arrow_upwardAdded

VLU +3240%
VGSH +202%
VEU +183%
VTIP +97%

arrow_downwardTrimmed

SMMD −4%
BSV −4%
VCSH −2%

remove_circleSold out

ACWX $3.77M
VUG $1.99M
ARTY $45.6K
TEI $20.3K

Raffa Wealth Management, LLC

Where the money is

Biggest moves since Mar 31, 2026

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