Richardson Financial Services Inc.
CIK Number: 0002012303
Main Sectors:
Top Industries:
Filing Date: Jul 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 78.72 | +0.11% | 93.12K | +14.97% | 6.77M | 58.09 | 4.54% | Share |
| 2 | VUG | Vanguard Growth... | 483.23 | +0.28% | 14.48K | +47.92% | 6.31M | 370.81 | 4.24% | Share |
| 3 | VTV | Vanguard Value ... | 186.55 | -0.17% | 34.88K | +25.82% | 6.21M | 160.72 | 4.17% | Share |
| 4 | AAPL | Apple Inc. | 257.13 | +0.66% | 25.99K | -2.29% | 5.4M | 192.65 | 3.63% | Share |
| 5 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 24.07K | +6.09% | 3.69M | 65.71 | 2.48% | Share |
| 6 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 5.41K | +2.76% | 3.07M | 492.94 | 2.06% | Share |
| 7 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 6.17K | +5.29% | 3.03M | 385.2 | 2.04% | Share |
| 8 | SPDW | SPDR Portfolio ... | 43.20 | +0.17% | 66.38K | -44.25% | 2.68M | 35.01 | 1.80% | Share |
| 9 | IEUR | iShares Core MS... | 69.07 | +0.13% | 39.78K | +21.24% | 2.63M | 57.79 | 1.77% | Share |
| 10 | SPEM | SPDR Portfolio ... | 47.22 | +0.24% | 60.15K | -26.24% | 2.58M | 35.85 | 1.73% | Share |
| 11 | VEA | Vanguard Develo... | 60.50 | +0.22% | 45.16K | +241.81% | 2.57M | 55.37 | 1.73% | Share |
| 12 | HYG | iShares iBoxx $... | 80.92 | -0.05% | 29.41K | +3.82% | 2.36M | 77.48 | 1.58% | Share |
| 13 | IEMG | iShares Core MS... | 66.76 | +0.48% | 39.22K | -4.32% | 2.36M | 50.84 | 1.58% | Share |
| 14 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 8.69K | +2.56% | 1.92M | 156.43 | 1.29% | Share |
| 15 | VBK | Vanguard Small ... | 301.60 | +0.97% | 6.82K | -3.68% | 1.89M | 242.21 | 1.27% | Share |
| 16 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 10.18K | +9.31% | 1.79M | 147.34 | 1.20% | Share |
| 17 | V | Visa Inc. | 346.01 | -0.52% | 4.31K | -0.51% | 1.53M | 261.85 | 1.03% | Share |
| 18 | VBR | Vanguard Small ... | 209.98 | +0.24% | 7.51K | +9.13% | 1.49M | 183.64 | 1.00% | Share |
| 19 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 5.06K | +2.74% | 1.47M | 177.44 | 0.99% | Share |
| 20 | SHYG | iShares 0-5 Yea... | 43.12 | -0.03% | 32.87K | -3.53% | 1.41M | 42.23 | 0.95% | Share |
Page 1 of 28