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Livermore
Livermore
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Raffa Wealth Management, LLC

SEC CIK
0001631073
最新申報
2026/7/27

2017 年第 1 季持倉

持倉截至 2017/3/31，2026/7/27 申報。只含多頭部位，變化是跟 2016 年第 4 季比股數。

機構總覽
持股檔數
372
較 2016 年第 4 季 −510
總值
$2.06 億
較 2016 年第 4 季 +$1,465 萬 (+7.7%)
申報日
2026/7/27
SEC
Raffa Wealth Management, LLC 在 2017 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Total Bond Market ETF921937835ETF1,049,381$8,508 萬41.4%+28,736+2.8%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF766,191$3,011 萬14.6%+150,117+24.4%加碼–
iShares Tr464288612INTRM GOV CR ETF223,099$2,459 萬12.0%+26,259+13.3%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF301,766$1,199 萬5.8%+2,780+0.9%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF201,056$961.6 萬4.7%−102,869−33.8%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF54,964$666.8 萬3.2%+24,936+83.0%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF44,294$480.5 萬2.3%+43+0.1%加碼–
MSFTMicrosoft CorpStock28,515$187.8 萬0.9%−169−0.6%減碼歷史
BRK.BBerkshire Hathaway IncStock10,255$170.9 萬0.8%+113+1.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF7,115$167.7 萬0.8%−261−3.5%減碼歷史
AMGNAmgen IncStock9,387$154.0 萬0.7%−17−0.2%減碼歷史
AAPLApple Inc.Stock10,639$152.8 萬0.7%+378+3.7%加碼歷史
PEPPepsiCo IncStock6,941$77.6 萬0.4%+18+0.3%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV8,610$75.9 萬0.4%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF5,372$75.2 萬0.4%00.0%不變–
CYRXCryoport, Inc.COM PAR $0.001314,587$74.2 萬0.4%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF9,155$73.0 萬0.4%+48+0.5%加碼–
VVisa Inc.Stock7,364$65.4 萬0.3%−40−0.5%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,600$63.9 萬0.3%00.0%不變–
JPMJPMorgan Chase & CoStock6,591$57.9 萬0.3%−1,083−14.1%減碼歷史
PGProcter & Gamble CoStock6,113$54.9 萬0.3%−54−0.9%減碼歷史
GOOGAlphabet Inc.Stock628$52.1 萬0.3%−6−0.9%減碼歷史
LOWLowes Companies IncStock5,730$47.1 萬0.2%−24−0.4%減碼歷史
FFIVF5, Inc.Stock3,200$45.6 萬0.2%+100+3.2%加碼歷史
AXPAmerican Express CoStock5,575$44.1 萬0.2%−18−0.3%減碼歷史
CSCOCisco Systems, Inc.Stock12,854$43.4 萬0.2%−106−0.8%減碼歷史
RJFRaymond James Financial IncCOM5,600$42.7 萬0.2%00.0%不變歷史
VZVerizon Communications IncStock8,721$42.5 萬0.2%−82−0.9%減碼歷史
AMTAmerican Tower CorpREIT3,435$41.7 萬0.2%−6−0.2%減碼歷史
SLBSLB LimitedStock5,230$40.8 萬0.2%−32−0.6%減碼歷史
COFCapital One Financial CorpStock4,695$40.7 萬0.2%−11−0.2%減碼歷史
EXPEExpedia Group, Inc.Stock3,143$39.7 萬0.2%00.0%不變歷史
METAMeta Platforms, Inc.Stock2,739$38.9 萬0.2%−28−1.0%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS3,627$38.2 萬0.2%+475+15.1%加碼–
CVXChevron CorpStock3,482$37.4 萬0.2%−38−1.1%減碼歷史
BALLBALL CorpCOM4,750$35.3 萬0.2%−11−0.2%減碼歷史
SBUXStarbucks CorpStock5,980$34.9 萬0.2%−36−0.6%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF4,987$34.9 萬0.2%+10+0.2%加碼–
COPConocoPhillipsStock6,950$34.7 萬0.2%+75+1.1%加碼歷史
iShares Tr464287150CORE S&P TTL STK6,200$33.5 萬0.2%00.0%不變–
GOOGLAlphabet Inc.Stock372$31.5 萬0.2%−6−1.6%減碼歷史
CPRTCopart IncCOM5,000$31.0 萬0.2%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,855$30.7 萬0.1%−134−3.4%減碼–
EQTEQT CorpStock5,000$30.6 萬0.1%−6−0.1%減碼歷史
MDTMedtronic plcStock3,700$29.8 萬0.1%+3,469+1,501.7%加碼歷史
XOMExxonMobil Holdings CorpStock3,447$28.3 萬0.1%−82−2.3%減碼歷史
RMDResmed IncCOM3,750$27.0 萬0.1%00.0%不變歷史
NKENIKE, Inc.Stock4,750$26.5 萬0.1%+719+17.8%加碼歷史
COSTCostco Wholesale CorpStock1,570$26.3 萬0.1%−10−0.6%減碼歷史
DEDeere & CoStock2,375$25.9 萬0.1%−1,703−41.8%減碼歷史
DHRDanaher CorpStock2,963$25.3 萬0.1%−11−0.4%減碼歷史
LKQLKQ CorpCOM8,291$24.3 萬0.1%00.0%不變歷史
PHParker-Hannifin CorpStock1,484$23.8 萬0.1%−5−0.3%減碼歷史
QCOMQualcomm IncStock3,900$22.4 萬0.1%−35−0.9%減碼歷史
Starz Entertainment Corp535919401CL A VTG7,750$20.6 萬0.1%00.0%不變–
Starz Entertainment Corp535919500CL B NON VTG7,750$18.9 萬0.1%00.0%不變–
Alps ETF Tr00162Q452ALERIAN MLP13,900$17.7 萬0.1%00.0%不變–
GSGoldman Sachs Group IncStock765$17.6 萬0.1%−9−1.2%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF1,339$15.8 萬0.1%+5+0.4%加碼–
Vanguard Morningstar Value ETF922908744ETF1,627$15.5 萬0.1%+10+0.6%加碼–
LVSLas Vegas Sands CorpCOM2,700$15.4 萬0.1%−10−0.4%減碼歷史
EWEdwards Lifesciences CorpStock1,584$14.9 萬0.1%−100−5.9%減碼歷史
Invesco QQQ Trust Series I46090E103ETF1,097$14.5 萬0.1%+1+0.1%加碼–
iShares Tr464288273EAFE SML CP ETF2,468$13.4 萬0.1%00.0%不變–
iShares Tips Bond ETF464287176ETF1,146$13.1 萬0.1%+140+13.9%加碼–
Vanguard Real Estate ETF922908553ETF1,444$11.9 萬0.1%−32−2.2%減碼–
Schwab U.S. Broad Market ETF808524102ETF2,018$11.5 萬0.1%+269+15.4%加碼–
iShares MSCI Eafe ETF464287465ETF1,801$11.2 萬0.1%00.0%不變–
SPDR Series Trust78464A607ST STR DOW REIT1,072$9.89 萬<0.1%+1+0.1%加碼–
GWWW.W. Grainger, Inc.Stock410$9.54 萬<0.1%+250+156.3%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM1,789$9.17 萬<0.1%00.0%不變歷史
iShares Russell 1000 Growth ETF464287614ETF767$8.73 萬<0.1%−116−13.1%減碼–
iShares Tr464287234MSCI EMG MKT ETF2,188$8.62 萬<0.1%00.0%不變–
Vanguard Energy ETF92204A306ETF891$8.61 萬<0.1%00.0%不變–
iShares Russell 1000 Value ETF464287598ETF746$8.57 萬<0.1%−101−11.9%減碼–
PFEPfizer IncStock2,464$8.43 萬<0.1%−134−5.2%減碼歷史
DISWalt Disney CoStock725$8.22 萬<0.1%−6−0.8%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF1,518$7.54 萬<0.1%00.0%不變–
iShares Select Dividend ETF464287168ETF781$7.11 萬<0.1%+6+0.8%加碼–
iShares S&P 500 Value ETF464287408ETF647$6.74 萬<0.1%+3+0.5%加碼–
JNJJohnson & JohnsonStock524$6.53 萬<0.1%−92−14.9%減碼歷史
SABRSabre CorpCOM2,865$6.07 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF925$6.04 萬<0.1%00.0%不變–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF530$5.98 萬<0.1%+1+0.2%加碼–
UPSUnited Parcel Service IncStock555$5.96 萬<0.1%−53−8.7%減碼歷史
iShares Tr464288513IBOXX HI YD ETF676$5.93 萬<0.1%+411+155.1%加碼–
iShares Core S&P 500 ETF464287200ETF250$5.93 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X863ST DOW INTL ETF1,465$5.48 萬<0.1%00.0%不變–
PCARPaccar IncCOM800$5.38 萬<0.1%−10−1.2%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF851$5.36 萬<0.1%00.0%不變–
JJacobs Solutions Inc.COM950$5.25 萬<0.1%00.0%不變歷史
ABMAbm Industries IncCOM1,200$5.23 萬<0.1%−34−2.8%減碼歷史
USBUS Bancorp DECOM NEW1,000$5.15 萬<0.1%−34−3.3%減碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT3,000$5.15 萬<0.1%−64−2.1%減碼歷史
PDIPIMCO Dynamic Income FundSHS1,775$5.12 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF365$5.09 萬<0.1%00.0%不變–
PAYXPaychex IncStock859$5.06 萬<0.1%−13−1.5%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF404$4.96 萬<0.1%+2+0.5%加碼–
Schwab International Equity ETF808524805ETF1,606$4.80 萬<0.1%00.0%不變–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,000$4.75 萬<0.1%00.0%不變–

2016 年第 4 季之後清倉（524 檔）

2016 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 524 檔。

Raffa Wealth Management, LLC 在 2016 年第 4 季之後清倉的部位
證券類別2016 年第 4 季股數2016 年第 4 季市值2016 年第 4 季佔組合 %紀錄
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF623$5.86 萬<0.1%–
HUMHumana IncStock245$5.00 萬<0.1%歷史
TSLATesla, Inc.Stock170$3.63 萬<0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF192$2.79 萬<0.1%–
HSBCHSBC Holdings PLCSPON ADR NEW162$6,509<0.1%歷史
TMToyota Motor CorpADS55$6,446<0.1%歷史
AMZNAmazon Com IncStock8$5,999<0.1%歷史
ADMArcher-Daniels-Midland CoStock106$4,839<0.1%歷史
SHELShell plcADR88$4,785<0.1%歷史
RYRoyal Bank of CanadaStock57$3,859<0.1%歷史
TDToronto Dominion BankStock78$3,849<0.1%歷史
CCitigroup IncStock63$3,744<0.1%歷史
IBMInternational Business Machines CorpStock20$3,320<0.1%歷史
SANBanco Santander, S.A.ADR597$3,092<0.1%歷史
MCDMcDonalds CorpStock23$2,800<0.1%歷史
BNSBank of Nova ScotiaCOM50$2,784<0.1%歷史
HRBH&R Block IncCOM113$2,598<0.1%歷史
ABBVAbbVie Inc.Stock38$2,380<0.1%歷史
INGING Groep NVSPONSORED ADR162$2,284<0.1%歷史
UBSUBS Group AGStock142$2,225<0.1%歷史
BCSBarclays PLCADR194$2,134<0.1%歷史
SUSuncor Energy IncStock65$2,125<0.1%歷史
JACKJack in the Box IncCOM19$2,121<0.1%歷史
WTFCWintrust Financial CorpCOM28$2,032<0.1%歷史
BMOBank of MontrealCOM28$2,014<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR555$1,992<0.1%歷史
RTXRTX CorpStock18$1,973<0.1%歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR290$1,963<0.1%歷史
LYGLloyds Banking Group plcSPONSORED ADR623$1,931<0.1%歷史
EEni SpASPONSORED ADR59$1,902<0.1%歷史
HMCHonda Motor Co LtdADR ECH CNV IN 365$1,897<0.1%歷史
AIGAmerican International Group, Inc.Stock29$1,894<0.1%歷史
HONHoneywell International IncStock16$1,854<0.1%歷史
FULFuller H B CoStock37$1,787<0.1%歷史
BHPBHP Group LtdADR49$1,753<0.1%歷史
CACICACI International IncCL A14$1,740<0.1%歷史
RIORio Tinto PLCADR45$1,731<0.1%歷史
MDLZMondelez International, Inc.Stock39$1,729<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE29$1,692<0.1%歷史
SRSpire IncCOM26$1,678<0.1%歷史
ALEAllete IncCOM NEW25$1,605<0.1%歷史
SANMSanmina CorpCOM43$1,576<0.1%歷史
FCFSFirstCash Holdings, Inc.COM33$1,551<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM19$1,550<0.1%歷史
AITApplied Industrial Technologies IncCOM26$1,544<0.1%歷史
MSMorgan StanleyStock36$1,521<0.1%歷史
AVAAvista CorpCOM38$1,520<0.1%歷史
TTEKTetra Tech IncCOM35$1,510<0.1%歷史
SJISouth Jersey Industries IncCOM44$1,482<0.1%歷史
UBSIUnited Bankshares IncCOM32$1,480<0.1%歷史
BKNGBooking Holdings Inc.Stock1$1,466<0.1%歷史
CBChubb LtdStock11$1,453<0.1%歷史
VACMarriott Vacations Worldwide CorpCOM17$1,442<0.1%歷史
DOWDow Inc.Stock25$1,431<0.1%歷史
WWWWolverine World Wide IncCOM65$1,427<0.1%歷史
BIIBBiogen Inc.COM5$1,418<0.1%歷史
MFCManulife Financial CorpCOM79$1,408<0.1%歷史
KHCKraft Heinz CoStock16$1,397<0.1%歷史
NVDANVIDIA CorpStock13$1,388<0.1%歷史
NBTBNBT Bancorp IncCOM33$1,382<0.1%歷史
NVONovo Nordisk A SADR38$1,363<0.1%歷史
MLIMueller Industries IncCOM34$1,359<0.1%歷史
FFBCFirst Financial BancorpCOM47$1,337<0.1%歷史
GMGeneral Motors CoCOM38$1,324<0.1%歷史
CBUCommunity Financial System, Inc.COM21$1,298<0.1%歷史
SBRASabra Health Care REIT, Inc.REIT53$1,294<0.1%歷史
BNYBank of New York Mellon CorpStock27$1,279<0.1%歷史
TJXTJX Companies IncStock17$1,277<0.1%歷史
NOKNokia CorpSPONSORED ADR265$1,275<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock9$1,270<0.1%歷史
ITRIItron, Inc.COM20$1,257<0.1%歷史
LMTLockheed Martin CorpStock5$1,250<0.1%歷史
MKSIMKS IncCOM21$1,247<0.1%歷史
SPGSimon Property Group Inc.REIT7$1,244<0.1%歷史
ADPAutomatic Data Processing IncStock12$1,233<0.1%歷史
DARDarling Ingredients Inc.COM95$1,226<0.1%歷史
NWBINorthwest Bancshares, Inc.COM68$1,226<0.1%歷史
NMRNomura Holdings IncSPONSORED ADR207$1,221<0.1%歷史
EOGEOG Resources IncStock12$1,213<0.1%歷史
PLCEChildrens Place, Inc.COM12$1,211<0.1%歷史
CATCaterpillar IncStock13$1,206<0.1%歷史
SIGISelective Insurance Group IncCOM28$1,205<0.1%歷史
HMNHorace Mann Educators CorpCOM28$1,198<0.1%歷史
INDBIndependent Bank CorpCOM17$1,198<0.1%歷史
SLFSun Life Financial IncCOM31$1,191<0.1%歷史
PLXSPlexus CorpCOM22$1,189<0.1%歷史
EGPEastgroup Properties IncCOM16$1,181<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock10$1,170<0.1%歷史
SYYSysco CorpStock21$1,163<0.1%歷史
BDXBecton Dickinson & CoStock7$1,159<0.1%歷史
TGTTarget CorpStock16$1,156<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM15$1,149<0.1%歷史
PRUPrudential Financial IncStock11$1,145<0.1%歷史
KMBKimberly Clark CorpStock10$1,141<0.1%歷史
NWENorthWestern Energy Group, Inc.COM NEW20$1,137<0.1%歷史
SMTCSemtech CorpStock36$1,136<0.1%歷史
NWNNorthwest Natural Holding CoCOM19$1,136<0.1%歷史
TMPTompkins Financial CorpCOM12$1,134<0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock31$1,132<0.1%歷史
SKYWSkywest IncCOM31$1,130<0.1%歷史