Instuitional Investor - Raffa Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Raffa Wealth Management, Llc |
| Portfolio Value | $793,303,331 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 241,262 | $89,275,222 | 11.25% | |
| 2. | Ishares 0-3 Month Treasury Bond Etf - ETF | 694,542 | $69,919,575 | 8.81% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 863,323 | $61,511,772 | 7.75% | |
| 4. | Avantis Us Equity Etf - ETF | 450,553 | $57,706,866 | 7.27% | |
| 5. | BND | 728,737 | $53,496,567 | 6.74% |
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