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RAFFA WEALTH MANAGEMENT, LLC Historic Quarter Change: USA ETF, Added

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RAFFA WEALTH MANAGEMENT, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 50 quarters from 2013-12-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 460 positions, added to 2,096, reduced 803 and sold out of 366.

  • Q2 2026: Stock VTI; Country of operation —; Class ETF; Shares before 175,690.
  • Q2 2026: Stock AVUS; Country of operation —; Class ETF; Shares before 402,092.
  • Q2 2026: Stock VEA; Country of operation —; Class ETF; Shares before 782,167.
  • Q2 2026: Stock VCIT; Country of operation —; Class ETF; Shares before 480,589.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631073), 50 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-07-27); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-07-27); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-07-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-07-27); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-07-27); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-07-27); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-07-27); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-07-27); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-07-27); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-07-27); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-07-27); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-07-27); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-07-27); Q1 2022 (2021-12-31 to 2022-03-31, filed 2026-07-27); Q4 2021 (2021-09-30 to 2021-12-31, filed 2026-07-27); Q3 2021 (2021-06-30 to 2021-09-30, filed 2026-07-27); Q2 2021 (2021-03-31 to 2021-06-30, filed 2026-07-27); Q1 2021 (2020-12-31 to 2021-03-31, filed 2026-07-27); Q4 2020 (2020-09-30 to 2020-12-31, filed 2026-07-27); Q3 2020 (2020-06-30 to 2020-09-30, filed 2026-07-27); Q2 2020 (2020-03-31 to 2020-06-30, filed 2026-07-27); Q1 2020 (2019-12-31 to 2020-03-31, filed 2026-07-27); Q4 2019 (2019-09-30 to 2019-12-31, filed 2026-07-27); Q3 2019 (2019-06-30 to 2019-09-30, filed 2026-07-27); Q2 2019 (2019-03-31 to 2019-06-30, filed 2026-07-27); Q1 2019 (2018-12-31 to 2019-03-31, filed 2026-07-27); Q4 2018 (2018-09-30 to 2018-12-31, filed 2026-07-27); Q3 2018 (2018-06-30 to 2018-09-30, filed 2026-07-27); Q2 2018 (2018-03-31 to 2018-06-30, filed 2026-07-27); Q1 2018 (2017-12-31 to 2018-03-31, filed 2026-07-27); Q4 2017 (2017-09-30 to 2017-12-31, filed 2026-07-27); Q3 2017 (2017-06-30 to 2017-09-30, filed 2026-07-27); Q2 2017 (2017-03-31 to 2017-06-30, filed 2026-07-27); Q1 2017 (2016-12-31 to 2017-03-31, filed 2026-07-27); Q4 2016 (2016-09-30 to 2016-12-31, filed 2026-07-27); Q3 2016 (2016-06-30 to 2016-09-30, filed 2026-07-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2026-07-27); Q1 2016 (2015-12-31 to 2016-03-31, filed 2026-07-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2026-07-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2026-07-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2026-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2026-07-27); Q4 2014 (2014-09-30 to 2014-12-31, filed 2026-07-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2026-07-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2026-07-27); Q1 2014 (2013-12-31 to 2014-03-31, filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTI
Vanguard Total Stock Market ETF		ETF175,690241,262+65,572$56,334,606$89,275,222+$32,940,6162026-07-27
Q2 2026AVUS
Avantis US Equity ETF		ETF402,092450,553+48,461$44,704,582$57,706,866+$13,002,2842026-07-27
Q2 2026VEA
Vanguard FTSE Developed Markets ETF		ETF782,167863,323+81,156$50,087,700$61,511,772+$11,424,0722026-07-27
Q2 2026VCIT
Vanguard Intermediate-Term Corporate Bond ETF		ETF480,589613,965+133,376$39,768,741$50,744,194+$10,975,4532026-07-27
Q2 2026IGSB
iShares Short-Term Corporate Bond ETF		ETF812,876987,415+174,539$42,724,761$51,750,434+$9,025,6732026-07-27
Q2 2026DFAC
Dimensional U.S. Core Equity 2 ETF		ETF813,475894,699+81,224$31,607,074$39,687,800+$8,080,7262026-07-27
Q2 2026FQAL
Fidelity Quality Factor ETF		ETF368,428424,404+55,976$26,747,845$34,529,853+$7,782,0082026-07-27
Q2 2026BND
Vanguard Total Bond Market ETF		ETF630,092728,737+98,645$46,399,286$53,496,567+$7,097,2812026-07-27
Q2 2026IAGG
iShares Core International Aggregate Bond ETF		ETF762,824880,019+117,195$38,171,720$44,528,950+$6,357,2302026-07-27
Q2 2026VUSB
Vanguard Ultra-Short Bond ETF		ETF495,682622,737+127,055$24,677,520$30,999,843+$6,322,3232026-07-27
Q2 2026VGSH
Vanguard Short-Term Government Bond ETF		ETF47,616143,656+96,040$2,787,468$8,360,766+$5,573,2982026-07-27
Q2 2026VEU
Vanguard FTSE All-World ex-US ETF		ETF30,01684,885+54,869$2,254,225$7,109,146+$4,854,9212026-07-27
Q2 2026VWO
Vanguard FTSE Emerging Markets ETF		ETF243,824282,762+38,938$13,157,143$16,878,051+$3,720,9082026-07-27
Q2 2026SGOV
iShares 0-3 Month Treasury Bond ETF		ETF660,471694,542+34,071$66,483,012$69,919,575+$3,436,5632026-07-27
Q2 2026AVDE
Avantis International Equity ETF		ETF168,617194,650+26,033$14,305,465$17,362,758+$3,057,2932026-07-27
Q2 2026DUHP
Dimensional US High Profitability ETF		ETF285,578317,648+32,070$10,497,865$13,255,471+$2,757,6062026-07-27
Q2 2026VTIP
Vanguard Short Term Inflation Protected Securities		ETF52,165102,663+50,498$2,605,638$5,156,741+$2,551,1032026-07-27
Q2 2026IVV
iShares Core S&P 500 ETF		ETF3,3156,132+2,817$2,165,068$4,592,050+$2,426,9822026-07-27
Q2 2026VLU
SPDR S&P 1500 Value Tilt ETF		ETF2779,251+8,974$59,488$2,203,711+$2,144,2232026-07-27
Q2 2026DIHP
Dimensional International High Profitability ETF		ETF142,541168,499+25,958$4,592,668$5,750,033+$1,157,3652026-07-27
Q2 2026ESGV
Vanguard ESG U.S. Stock ETF		ETF54,64254,759+117$6,134,691$7,241,346+$1,106,6552026-07-27
Q2 2026ESGD
iShares MSCI EAFE ESG Select ETF		ETF78,88784,064+5,177$7,543,221$8,642,590+$1,099,3692026-07-27
Q2 2026VOO
Vanguard 500 Index Fund ETF		ETF9,3639,389+26$5,594,740$6,448,572+$853,8322026-07-27
Q2 2026SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF		ETF259,200293,026+33,826$6,496,846$7,322,708+$825,8622026-07-27
Q2 2026ESGE
iShares MSCI EM ESG Select ETF		ETF74,13675,966+1,830$3,370,984$4,154,554+$783,5702026-07-27
Q2 2026BIV
Vanguard Intermediate-Term Bond ETF		ETF29,51539,816+10,301$2,277,947$3,053,920+$775,9732026-07-27
Q2 2026SPSM
SPDR Portfolio S&P 600 Small Cap ETF		ETF1,06013,508+12,448$51,202$778,999+$727,7972026-07-27
Q2 2026SPY
SPDR S&P 500 ETF		ETF7,2237,227+4$4,697,464$5,397,078+$699,6142026-07-27
Q2 2026EFV
iShares MSCI EAFE Value ETF		ETF8,17314,649+6,476$596,738$1,121,358+$524,6202026-07-27
Q2 2026RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		ETF23,97124,011+40$4,599,119$5,108,882+$509,7632026-07-27
Q2 2026FREL
Fidelity MSCI Real Estate Index ETF		ETF70,43281,795+11,363$1,895,324$2,396,589+$501,2652026-07-27
Q2 2026VSGX
Vanguard ESG International Stock ETF		ETF40,91741,193+276$2,934,955$3,391,821+$456,8662026-07-27
Q2 2026VSS
Vanguard FTSE All World ex- US Small Cap ETF		ETF282,901+2,873$4,147$447,562+$443,4152026-07-27
Q2 2026DFAU
Dimensional US Core Equity Market ETF		ETF57,76158,116+355$2,606,164$3,003,995+$397,8312026-07-27
Q2 2026SUB
iShares Short-Term National Muni Bond ETF		ETF3,5605,722+2,162$379,177$609,255+$230,0782026-07-27
Q2 2026QQQ
Invesco PowerShares QQQ Trust		ETF1,0761,077+1$621,306$793,164+$171,8582026-07-27
Q2 2026IEFA
iShares Core MSCI EAFE Fund ETF		ETF15,44615,696+250$1,398,316$1,515,965+$117,6492026-07-27
Q2 2026SCHM
Schwab US Mid-Cap ETF		ETF13,79713,838+41$427,163$510,213+$83,0502026-07-27
Q2 2026IEMG
iShares Core MSCI Emerging Markers ETF		ETF4,5754,610+35$319,108$381,926+$62,8182026-07-27
Q2 2026VNQ
Vanguard Real Estate ETF		ETF7,5507,578+28$669,722$730,723+$61,0012026-07-27
Q2 2026DFAR
DFA US Real Estate ETF		ETF22,26122,282+21$526,479$582,902+$56,4232026-07-27
Q2 2026DFSU
Dimensional US Sustainability Core 1 ETF		ETF2,1822,821+639$89,646$131,534+$41,8882026-07-27
Q2 2026FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF		ETF533534+1$110,982$152,467+$41,4852026-07-27
Q2 2026DFAI
Dimensional International Core Equity Market ETF		ETF16,59616,642+46$646,590$686,501+$39,9112026-07-27
Q2 2026VB
Vanguard Small-Cap ETF		ETF913914+1$239,066$277,019+$37,9532026-07-27
Q2 2026DFIC
Dimensional International Core Equity 2 ETF		ETF16,27716,415+138$578,317$611,627+$33,3102026-07-27
Q2 2026STIP
ISHARES 0-5 YEAR TIPS BOND ETF		ETF8571,188+331$88,665$121,415+$32,7502026-07-27
Q2 2026AGG
iShares Core US Aggregate Bond ETF		ETF44,83145,285+454$4,450,414$4,482,335+$31,9212026-07-27
Q2 2026VGT
Vanguard Information Technology ETF		ETF115920+805$80,238$109,958+$29,7202026-07-27
Q2 2026VCEB
Vanguard ESG U.S. Corporate Bond ETF		ETF48,32948,855+526$3,036,526$3,066,111+$29,5852026-07-27
Q2 2026VYM
Vanguard High Dividend Yield ETF		ETF2,9342,936+2$434,555$463,938+$29,3832026-07-27
Q2 2026VT
VANGUARD TOTAL WORLD STOCK ETF		ETF1,4181,419+1$196,087$222,684+$26,5972026-07-27
Q2 2026DXUV
Dimensional US Vector Equity ETF		ETF2,3662,370+4$140,393$157,575+$17,1822026-07-27
Q2 2026DFAS
Dimensional U.S. Small Cap ETF		ETF1,1141,117+3$79,251$92,010+$12,7592026-07-27
Q2 2026DFVX
Dimensional US Large Cap Vector ETF		ETF1,4461,450+4$107,406$119,217+$11,8112026-07-27
Q2 2026USRT
iShares Core U.S. REIT ETF		ETF1,3771,385+8$81,497$92,021+$10,5242026-07-27
Q2 2026VYMI
Vanguard International High Dividend		ETF2,5522,554+2$240,544$250,804+$10,2602026-07-27
Q2 2026DFAX
Dimensional World Ex US Core Equity 2 ETF		ETF2,3002,308+8$78,142$85,044+$6,9022026-07-27
Q2 2026VTEB
VANGUARD TAX-EXEMPT BOND ETF		ETF3,4143,463+49$170,328$175,150+$4,8222026-07-27
Q2 2026VXF
VANGUARD EXTENDED MARKET ETF		ETF9596+1$18,960$23,324+$4,3642026-07-27
Q2 2026IWF
iShares Russell 1000 Growth ETF		ETF58232+174$24,731$28,807+$4,0762026-07-27
Q2 2026DFAE
Dimensional Emerging Core Equity Market ETF		ETF535537+2$18,115$21,604+$3,4892026-07-27
Q2 2026GVI
iShares Intermediate Gov/Credit Bond ETF		ETF5,6755,676+1$605,460$602,162-$3,2982026-07-27
Q2 2026IVLU
iShares MSCI Intl Value Factor ETF		ETF687699+12$27,275$29,230+$1,9552026-07-27
Q2 2026AVUV
AVANTIS U.S. SMALL CAP VALUE ETF		ETF101102+1$11,157$12,757+$1,6002026-07-27
Q2 2026FMB
First Trust Managed Municipal ETF		ETF1,2421,247+5$62,920$64,055+$1,1352026-07-27
Q2 2026VIGI
Vanguard Intl Dividend Appreciation Index Fund ETF		ETF205206+1$18,162$19,282+$1,1202026-07-27
Q2 2026BIL
SPDR Bloomberg 1-3 Month T-Bill ETF		ETF836843+7$76,622$77,297+$6752026-07-27
Q2 2026TIP
iShares TIPS Bond ETF		ETF621631+10$68,503$69,063+$5602026-07-27
Q2 2026VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF		ETF137138+1$13,667$13,914+$2472026-07-27
Q2 2026EAGG
iShares ESG Aware US Aggregate Bond ETF		ETF481485+4$22,854$23,016+$1622026-07-27
Q2 2026VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF		ETF166167+1$16,778$16,917+$1392026-07-27
Q2 2026ACT
ENACT HLDGS INC COM		Stock13+2$41$137+$962026-07-27
Q2 2026SPTS
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF		ETF2,7842,801+17$81,248$81,248$02026-07-27

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