RICHARDSON FINANCIAL SERVICES INC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Medway, MA
CIK
0002012303
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 718 157,382 VUG, VTV, SPLG, AAPL 13F-HR 10/24/2024 000201230324000006
Q2 2024 702 138,866 SPLG, VTV, VUG, AAPL 13F-HR 8/12/2024 000201230324000003
Q1 2024 819 141,898 SPLG, VTV, VUG, AAPL 13F-HR 5/3/2024 000201230324000002
Q4 2023 377 114,150 SPLG, AAPL, VTV, SPDW 13F-HR 3/4/2024 000201230324000001