RAFFA WEALTH MANAGEMENT, LLC

Q2 2019 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2019
Date filed
7/27/2026
Form type
13F-HR
Num holdings
730
Total value ($000)
$756,386
Net value change ($000)
+508,697 (205.4%)
New positions
380
Sold out positions
719
Turnover %
135.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFEOX 194,018 NEW
VSGDX 59,912 NEW
VANGUARD BOND INDEX FUNDS 34,876 NEW
Vanguard Total International Bond Index Fund 34,766 NEW
Vanguard Total Stock Market Index Fund 30,785 NEW
Vanguard Short Term Investment Grade Fund 29,160 NEW
DFGBX 28,177 NEW
DFA INVESTMENT DIMENSIONS GROUP INC 25,879 NEW
DWFIX 25,011 NEW
DFEMX 21,054 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -135,629 -100.0%
VEA -36,521 -100.0%
VWO -14,759 -100.0%
BIV -8,621 -100.0%
VTI -6,666 -100.0%
VEU -4,107 -100.0%
SPY -2,269 -100.0%
RSP -2,192 -100.0%
GVI -1,615 -100.0%
AGG -1,429 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type