RICHARDSON FINANCIAL SERVICES INC. 13F Holdings
CIK 0002012303 · MEDWAY, MA
As of Sep 30, 2025, RICHARDSON FINANCIAL SERVICES INC. reported 1,024 positions worth
CIK 0002012303 · MEDWAY, MA
As of Sep 30, 2025, RICHARDSON FINANCIAL SERVICES INC. reported 1,024 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 104,516 | $8.2M | 6.20% |
| APPLE INC | AAPL | Technology | 27,373 | $7.0M | 5.27% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 13,438 | $6.4M | 4.88% |
| VANGUARD VALUE INDEX FUND | VTV | — | 32,717 | $6.1M | 4.62% |
| NVIDIA CORP | NVDA | Technology | 24,206 | $4.5M | 3.42% |
| MICROSOFT CORP | MSFT | Technology | 6,479 | $3.4M | 2.54% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 74,447 | $3.2M | 2.41% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 62,756 | $2.9M | 2.22% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 35,632 | $2.9M | 2.19% |
| VANGUARD 500 INDEX FUND | VOO | — | 4,447 | $2.7M | 2.06% |
| ISHARES CORE MSCI EUROPE ETF | IEUR | — | 38,998 | $2.7M | 2.01% |
| ALPHABET INC | GOOGL | Equity | 10,792 | $2.6M | 1.99% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 37,725 | $2.5M | 1.88% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 6,261 | .9M | 1.41% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 31,034 | .9M | 1.41% |
| AMAZON.COM INC | AMZN | Equity | 8,276 | .8M | 1.38% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 39,060 | .8M | 1.37% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,030 | .6M | 1.20% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 7,327 | .5M | 1.16% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 33,593 | .5M | 1.10% |
| ISHARES CORE MSCI PACIFIC ETF | IPAC | — | 18,681 | .4M | 1.04% |
| MASTERCARD INC | MA | Financial Services | 2,404 | .4M | 1.03% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,663 | .3M | 0.95% |
| T-MOBILE US INC | TMUS | Communication Services | 4,869 | .2M | 0.88% |
| TESLA INC | TSLA | Consumer Cyclical | 2,609 | .2M | 0.88% |