| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
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.