Raffa Wealth Management, LLC 13F 持仓 · 2026年Q2

Raffa Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,591 只证券，申报市值合计 7.93 亿美元。前几大持仓：VTI（11.25%）、SGOV（8.81%）、VEA（7.75%）。本季前 25 大持仓中：增持 24 只、减持 1 只。

排名	代码	公司	市值	占组合	股数	变动
1	VTI	Vanguard Total Stock Market ETF	$89.3M	11.25%	241,262	增持
2	SGOV	iShares 0-3 Month Treasury Bond ETF	$69.9M	8.81%	694,542	增持
3	VEA	Vanguard FTSE Developed Markets ETF	$61.5M	7.75%	863,323	增持
4	AVUS	Avantis US Equity ETF	$57.7M	7.27%	450,553	增持
5	BND	Vanguard Total Bond Market ETF	$53.5M	6.74%	728,737	增持
6	IGSB	iShares Short-Term Corporate Bond ETF	$51.8M	6.52%	987,415	增持
7	VCIT	Vanguard Intermediate-Term Corporate Bond ETF	$50.7M	6.40%	613,965	增持
8	IAGG	iShares Core International Aggregate Bond ETF	$44.5M	5.61%	880,019	增持
9	DFAC	Dimensional U.S. Core Equity 2 ETF	$39.7M	5.00%	894,699	增持
10	FQAL	Fidelity Quality Factor ETF	$34.5M	4.35%	424,404	增持
11	VUSB	Vanguard Ultra-Short Bond ETF	$31.0M	3.91%	622,737	增持
12	AVDE	Avantis International Equity ETF	$17.4M	2.19%	194,650	增持
13	VWO	Vanguard FTSE Emerging Markets ETF	$16.9M	2.13%	282,762	增持
14	DUHP	Dimensional US High Profitability ETF	$13.3M	1.67%	317,648	增持
15	ESGD	iShares MSCI EAFE ESG Select ETF	$8.6M	1.09%	84,064	增持
16	VGSH	Vanguard Short-Term Government Bond ETF	$8.4M	1.05%	143,656	增持
17	SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$7.3M	0.92%	293,026	增持
18	ESGV	Vanguard ESG U.S. Stock ETF	$7.2M	0.91%	54,759	增持
19	VEU	Vanguard FTSE All-World ex-US ETF	$7.1M	0.90%	84,885	增持
20	VOO	Vanguard 500 Index Fund ETF	$6.4M	0.81%	9,389	增持
21	DIHP	Dimensional International High Profitability ETF	$5.8M	0.72%	168,499	增持
22	SPY	SPDR S&P 500 ETF	$5.4M	0.68%	7,227	增持
23	VTIP	Vanguard Short Term Inflation Protected Securities	$5.2M	0.65%	102,663	增持
24	RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$5.1M	0.64%	24,011	增持
25	BSV	Vanguard Short Term Bond Index ETF	$4.9M	0.62%	63,170	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR