Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 | 3 | Q2 2024 | 6.3% |
VANGUARD VALUE ETF | 3 | Q2 2024 | 4.3% |
APPLE INC | 3 | Q2 2024 | 4.4% |
VANGUARD GROWTH ETF | 3 | Q2 2024 | 4.1% |
SPDR S&P DEVELOPED WORLD EX-US | 3 | Q2 2024 | 3.1% |
SPDR Portfolio Emerging Markets ETF | 3 | Q2 2024 | 2.3% |
iShares iBoxx $ High Yield Corp Bd ETF | 3 | Q2 2024 | 2.1% |
MICROSOFT CORPORATION | 3 | Q2 2024 | 1.9% |
ISHARES CORE MSCI EMERGING MKTS | 3 | Q2 2024 | 1.6% |
Vanguard S&P 500 ETF | 3 | Q2 2024 | 2.0% |
View RICHARDSON FINANCIAL SERVICES INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-03 |
13F-HR | 2024-03-04 |
View RICHARDSON FINANCIAL SERVICES INC.'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.