Richardson Financial Services Inc.

CIK Number: 0002012303

142.28M
Market Value
551
# of Holdings
4 months
Avg. Holding Period
32.14%
Win Rate
13.48%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPLG SPDR Portfolio ...
64.32
+2.14% 100.06K -1.22% 6.92M 55.9 4.87%
2 AAPL Apple Inc.
208.36
+1.84% 26.62K +1.54% 6.71M 192.65 4.72%
3 VTV Vanguard Value ...
165.14
+1.10% 37.38K -19.26% 6.32M 156.58 4.44%
4 VUG Vanguard Growth...
371.13
+2.96% 14.98K -25.72% 6.19M 338.43 4.35%
5 NVDA NVIDIA Corporat...
106.36
+3.55% 22.42K +3.77% 3.08M 59.52 2.17%

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