Richardson Financial Services Inc. ETFs

Richardson Financial Services Inc.

$142 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SJNK Spdr Bloomberg Short Term High	$0	$58.4 Million 0.04% of portfolio	2,311	Q4 2024 Added 9.79%
BBJP Jp Morgan ETF Trust Betabuilde	$0	$51.4 Million 0.04% of portfolio	936	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$46.6 Million 0.03% of portfolio	211	Q2 2024 Reduced 86.62%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$42 Million 0.03% of portfolio	1,465	Q4 2024 Added 18.62%
IWP Ishares Russell Mid Cap Growth	$0	$38.8 Million 0.03% of portfolio	304	Q4 2023 New
SPTS Spdr Portfolio Short Term Trea	$0	$38.4 Million 0.03% of portfolio	1,324	Q4 2024 Reduced 17.2%
BGRN Ishares Trust Ishares Usd Gre	$0	$36.6 Million 0.03% of portfolio	785	Q4 2024 Reduced 49.29%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$33.6 Million 0.02% of portfolio	1,557	Q4 2024 Reduced 7.6%
BWX Spdr Bloomberg International T	$0	$30.7 Million 0.02% of portfolio	1,430	Q4 2024 Reduced 7.5%
IJT Ishares S&P Small Cap 600 Grow	$0	$30.4 Million 0.02% of portfolio	224	Q4 2023 New
TLT Ishares Barclays 20+ Year Trea	$0	$29.9 Million 0.02% of portfolio	342	Q4 2024 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$26.6 Million 0.02% of portfolio	230	Q4 2024 Reduced 24.09%
JIRE J P Morgan Exchg Traded Fd Tr	$0	$24.3 Million 0.02% of portfolio	415	Q4 2024 Added 29.69%
IJS Ishares S&P Smallcap 600 Value	$0	$24.2 Million 0.02% of portfolio	224	Q1 2024 Reduced 76.62%
IWO Ishares Russell 2000 Gwt ETF	$0	$20.7 Million 0.01% of portfolio	72	Q4 2024 Reduced 50.0%
XLV Select Sector Spdr Fund Health	$0	$19.5 Million 0.01% of portfolio	142	Q4 2024 Reduced 50.0%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$17 Million 0.01% of portfolio	908	Q4 2024 Reduced 9.74%
IWN Ishares Russell2000 Val ETF	$0	$15.6 Million 0.01% of portfolio	95	Q4 2024 Reduced 50.0%
RSP Invesco S&P 500 Equal Weight E	$0	$14.5 Million 0.01% of portfolio	83	Q4 2024 Reduced 50.0%
IGSB Ishares Trust Ishares 1 5 Year	$0	$11.8 Million 0.01% of portfolio	229	Q4 2024 Reduced 49.89%
GVI Ishares Tr	$0	$11.5 Million 0.01% of portfolio	110	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$11 Million 0.01% of portfolio	470	Q4 2024 Reduced 13.12%
IEF Ishares Barclays	$0	$11 Million 0.01% of portfolio	119	Q4 2024 Reduced 50.62%
BAB Invesco ETF Tr Ii Taxable Mun	$0	$10.1 Million 0.01% of portfolio	386	Q4 2024 Reduced 36.2%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$5.77 Million 0.0% of portfolio	500	Q4 2024 Reduced 50.0%
PFXF Vaneck ETF Tr Preferred Securi	$0	$5.61 Million 0.0% of portfolio	325	Q4 2024 Reduced 50.0%
PFF Ishares Trust Ishares Pfd And	$0	$5.47 Million 0.0% of portfolio	174	Q4 2024 Reduced 76.03%
QUAL Ishares Msci Usa Quality Facto	$0	$5 Million 0.0% of portfolio	28	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$4.84 Million 0.0% of portfolio	100	Q4 2024 Reduced 70.15%
SHY Ishares Barclays 1 3 Year Trea	$0	$3.77 Million 0.0% of portfolio	46	Q4 2024 Reduced 64.06%
IJR Ishares Core S&P Sm Cap ETF	$0	$2.76 Million 0.0% of portfolio	24	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$2.12 Million 0.0% of portfolio	28	Q4 2024 New
HYDB Ishares Tr Edge High Yield Def	$0	$1.55 Million 0.0% of portfolio	33	Q4 2024 Added 57.14%
LQDH Ishares U S ETF Tr Int Rate He	$0	$1.49 Million 0.0% of portfolio	16	Q4 2024 Added 300.0%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$1.27 Million 0.0% of portfolio	25	Q4 2024 Reduced 71.26%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$791,000 0.0% of portfolio	13	Q4 2024 New
SHV Ishares Tr	$0	$330,000 0.0% of portfolio	3	Q2 2024 Reduced 57.14%

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