Richardson Financial Services Inc. ETFs

Richardson Financial Services Inc.

$131 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$33.7 Million 0.03% of portfolio	1,160	Q1 2025 Reduced 20.82%
BWX Spdr Bloomberg International T	$0	$30.4 Million 0.02% of portfolio	1,390	Q1 2025 Reduced 2.8%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$28.2 Million 0.02% of portfolio	1,280	Q1 2025 Reduced 17.79%
IJT Ishares S&P Small Cap 600 Grow	$0	$27.9 Million 0.02% of portfolio	224	Q4 2023 New
CLOI Vaneck ETF Tr	$0	$27.7 Million 0.02% of portfolio	524	Q1 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$27.2 Million 0.02% of portfolio	230	Q4 2024 Reduced 24.09%
JIRE J P Morgan Exchg Traded Fd Tr	$0	$25.1 Million 0.02% of portfolio	394	Q1 2025 Reduced 5.06%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$23.9 Million 0.02% of portfolio	1,276	Q1 2025 Added 40.53%
IJS Ishares S&P Smallcap 600 Value	$0	$21.8 Million 0.02% of portfolio	224	Q1 2024 Reduced 76.62%
XLV Select Sector Spdr Fund Health	$0	$20.7 Million 0.02% of portfolio	142	Q4 2024 Reduced 50.0%
IWN Ishares Russell2000 Val ETF	$0	$16.2 Million 0.01% of portfolio	107	Q1 2025 Added 12.63%
RSP Invesco S&P 500 Equal Weight E	$0	$14.4 Million 0.01% of portfolio	83	Q4 2024 Reduced 50.0%
IWO Ishares Russell 2000 Gwt ETF	$0	$13.3 Million 0.01% of portfolio	52	Q1 2025 Reduced 27.78%
SPTS Spdr Portfolio Short Term Trea	$0	$12.8 Million 0.01% of portfolio	436	Q1 2025 Reduced 67.07%
IEF Ishares Barclays	$0	$12.6 Million 0.01% of portfolio	132	Q1 2025 Added 10.92%
IGSB Ishares Trust Ishares 1 5 Year	$0	$11.9 Million 0.01% of portfolio	228	Q1 2025 Reduced 0.44%
GVI Ishares Tr	$0	$11.7 Million 0.01% of portfolio	110	Q4 2024 New
BAB Invesco ETF Tr Ii Taxable Mun	$0	$10.3 Million 0.01% of portfolio	386	Q4 2024 Reduced 36.2%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$9.04 Million 0.01% of portfolio	386	Q1 2025 Reduced 17.87%
BBMC Jp Morgan Exc Trd Fd Tr Betabu	$0	$6.58 Million 0.01% of portfolio	73	Q1 2025 Reduced 89.56%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$5.61 Million 0.0% of portfolio	500	Q4 2024 Reduced 50.0%
PFXF Vaneck ETF Tr Preferred Securi	$0	$5.45 Million 0.0% of portfolio	325	Q4 2024 Reduced 50.0%
PFF Ishares Trust Ishares Pfd And	$0	$5.35 Million 0.0% of portfolio	174	Q4 2024 Reduced 76.03%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$4.94 Million 0.0% of portfolio	99	Q1 2025 Reduced 1.0%
SHY Ishares Barclays 1 3 Year Trea	$0	$2.15 Million 0.0% of portfolio	26	Q1 2025 Reduced 43.48%
LQDH Ishares U S ETF Tr Int Rate He	$0	$1.57 Million 0.0% of portfolio	17	Q1 2025 Added 6.25%
HYDB Ishares Tr Edge High Yield Def	$0	$1.41 Million 0.0% of portfolio	30	Q1 2025 Reduced 9.09%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$1.12 Million 0.0% of portfolio	22	Q1 2025 Reduced 12.0%
SHV Ishares Tr	$0	$331,000 0.0% of portfolio	3	Q2 2024 Reduced 57.14%

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