| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Dividend Equity ETF | 3 | Q2 2024 | 30.2% |
| Schwab US Large-Cap ETF | 3 | Q2 2024 | 23.3% |
| Schwab US Large-Cap Growth ETF | 3 | Q2 2024 | 20.2% |
| Schwab US Mid-Cap ETF | 3 | Q2 2024 | 15.6% |
| iShares Core S&P Mid-Cap ETF | 3 | Q2 2024 | 5.6% |
| Schwab 1000 Index ETF | 3 | Q2 2024 | 1.4% |
| Vanguard 500 ETF | 3 | Q2 2024 | 0.9% |
| Invesco QQQ Trust ETF | 3 | Q2 2024 | 0.8% |
| ARK Innovation ETF | 3 | Q2 2024 | 0.6% |
| iShares Russell 1000 Growth ETF | 3 | Q2 2024 | 0.4% |
View Richardson Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-13 |
View Richardson Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.