Richardson Financial Services Inc. ETFs

Richardson Financial Services Inc.

$149 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWD Ishares Russell 1000 Val ETF	$0	$55.4 Million 0.04% of portfolio	285	Q1 2025 Reduced 19.72%
VCIT Vanguard Intermediate Term Cor	$0	$54 Million 0.04% of portfolio	654	Q2 2025 Reduced 11.62%
IWP Ishares Russell Mid Cap Growth	$0	$41.9 Million 0.03% of portfolio	304	Q4 2023 New
ITOT Ishares Core S&P Total U.S. St	$0	$38.1 Million 0.03% of portfolio	282	Q2 2025 New
BGRN Ishares Trust Ishares Usd Gre	$0	$37.4 Million 0.03% of portfolio	785	Q4 2024 Reduced 49.29%
JIRE J P Morgan Exchg Traded Fd Tr	$0	$35.6 Million 0.02% of portfolio	504	Q2 2025 Added 27.92%
IJT Ishares S&P Small Cap 600 Grow	$0	$30 Million 0.02% of portfolio	224	Q4 2023 New
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$28.4 Million 0.02% of portfolio	974	Q2 2025 Reduced 16.03%
IEI Ishares Barclays 3 7 Yr Treas	$0	$27.3 Million 0.02% of portfolio	229	Q2 2025 Reduced 0.43%
BWX Spdr Bloomberg International T	$0	$23.2 Million 0.02% of portfolio	989	Q2 2025 Reduced 28.85%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$23.2 Million 0.02% of portfolio	1,056	Q2 2025 Reduced 17.5%
IJS Ishares S&P Smallcap 600 Value	$0	$22.8 Million 0.02% of portfolio	224	Q1 2024 Reduced 76.62%
IGSB Ishares Trust Ishares 1 5 Year	$0	$19.6 Million 0.01% of portfolio	371	Q2 2025 Added 62.72%
IWN Ishares Russell2000 Val ETF	$0	$16.9 Million 0.01% of portfolio	107	Q1 2025 Added 12.63%
XLK Technology Sector Spdr	$0	$16.3 Million 0.01% of portfolio	65	Q2 2025 Reduced 98.55%
RSP Invesco S&P 500 Equal Weight E	$0	$15.1 Million 0.01% of portfolio	83	Q4 2024 Reduced 50.0%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$14.9 Million 0.01% of portfolio	784	Q2 2025 Reduced 38.56%
IWO Ishares Russell 2000 Gwt ETF	$0	$14.9 Million 0.01% of portfolio	52	Q1 2025 Reduced 27.78%
XLE Energy Sector Spdr	$0	$12.8 Million 0.01% of portfolio	150	Q2 2025 Reduced 98.58%
IEF Ishares Barclays	$0	$12.5 Million 0.01% of portfolio	131	Q2 2025 Reduced 0.76%
GVI Ishares Tr	$0	$11.7 Million 0.01% of portfolio	110	Q4 2024 New
BAB Invesco ETF Tr Ii Taxable Mun	$0	$6.93 Million 0.0% of portfolio	261	Q2 2025 Reduced 32.38%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$5.81 Million 0.0% of portfolio	246	Q2 2025 Reduced 36.27%
PFF Ishares Trust Ishares Pfd And	$0	$5.61 Million 0.0% of portfolio	183	Q2 2025 Added 5.17%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$5.57 Million 0.0% of portfolio	500	Q4 2024 Reduced 50.0%
PFXF Vaneck ETF Tr Preferred Securi	$0	$5.56 Million 0.0% of portfolio	325	Q4 2024 Reduced 50.0%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$4.88 Million 0.0% of portfolio	98	Q2 2025 Reduced 1.01%
LQDH Ishares U S ETF Tr Int Rate He	$0	$1.48 Million 0.0% of portfolio	16	Q2 2025 Reduced 5.88%
SHY Ishares Barclays 1 3 Year Trea	$0	$1.4 Million 0.0% of portfolio	17	Q2 2025 Reduced 34.62%
HYDB Ishares Tr Edge High Yield Def	$0	$1.04 Million 0.0% of portfolio	22	Q2 2025 Reduced 26.67%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$762,000 0.0% of portfolio	15	Q2 2025 Reduced 31.82%
SHV Ishares Tr	$0	$220,000 0.0% of portfolio	2	Q2 2025 Reduced 33.33%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$106,000 0.0% of portfolio	2	Q2 2025 New

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