RAFFA WEALTH MANAGEMENT, LLC: 13F holdings
CIK 16310732026Q2
| Positions | 1,591 |
|---|---|
| Reported value | $793.3m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI Vanguard Total Stock Market ETF | 241,262 | $89.3m | 11.3% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 694,542 | $69.9m | 8.8% |
| VEA Vanguard FTSE Developed Markets ETF | 863,323 | $61.5m | 7.8% |
| AVUS Avantis US Equity ETF | 450,553 | $57.7m | 7.3% |
| BND Vanguard Total Bond Market ETF | 728,737 | $53.5m | 6.7% |
| IGSB iShares Short-Term Corporate Bond ETF | 987,415 | $51.8m | 6.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 613,965 | $50.7m | 6.4% |
| IAGG iShares Core International Aggregate Bond ETF | 880,019 | $44.5m | 5.6% |
| Dimensional U.S. Core Equity 2 ETF | 894,699 | $39.7m | 5.0% |
| FQAL Fidelity Quality Factor ETF | 424,404 | $34.5m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1631073")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.