Richardson Financial Services Inc. ETFs

Richardson Financial Services Inc.

$161 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCIT Vanguard Intermediate Term Cor	$0	$57.2 Million 0.04% of portfolio	680	Q3 2025 Added 3.98%
IWY Ishares Tr Russell 200 Growth	$0	$49 Million 0.03% of portfolio	179	Q3 2025 New
BGRN Ishares Trust Ishares Usd Gre	$0	$45.3 Million 0.03% of portfolio	941	Q3 2025 Added 19.87%
ITOT Ishares Core S&P Total U.S. St	$0	$43.5 Million 0.03% of portfolio	299	Q3 2025 Added 6.03%
IWP Ishares Russell Mid Cap Growth	$0	$43.3 Million 0.03% of portfolio	304	Q4 2023 New
IJT Ishares S&P Small Cap 600 Grow	$0	$31.7 Million 0.02% of portfolio	224	Q4 2023 New
JIRE J P Morgan Exchg Traded Fd Tr	$0	$31 Million 0.02% of portfolio	421	Q3 2025 Reduced 16.47%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$30 Million 0.02% of portfolio	1,012	Q3 2025 Added 3.9%
TLH Ishares Barclays 10 20 Yr Trea	$0	$27 Million 0.02% of portfolio	262	Q3 2025 Reduced 52.36%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$24.8 Million 0.02% of portfolio	1,106	Q3 2025 Added 4.73%
IJS Ishares S&P Smallcap 600 Value	$0	$24.8 Million 0.02% of portfolio	224	Q1 2024 Reduced 76.62%
BWX Spdr Bloomberg International T	$0	$23 Million 0.01% of portfolio	1,000	Q3 2025 Added 1.11%
IWN Ishares Russell2000 Val ETF	$0	$18.9 Million 0.01% of portfolio	107	Q1 2025 Added 12.63%
IAGG Ishares Tr Core Intl Aggregate	$0	$17 Million 0.01% of portfolio	331	Q3 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$16.6 Million 0.01% of portfolio	52	Q1 2025 Reduced 27.78%
RSP Invesco S&P 500 Equal Weight E	$0	$15.7 Million 0.01% of portfolio	83	Q4 2024 Reduced 50.0%
SPLB Spdr Portfolio Long Term Corpo	$0	$13.1 Million 0.01% of portfolio	439	Q3 2025 Reduced 97.98%
GVI Ishares Tr	$0	$11.8 Million 0.01% of portfolio	110	Q4 2024 New
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$7.91 Million 0.0% of portfolio	409	Q3 2025 Reduced 47.83%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$7.7 Million 0.0% of portfolio	152	Q3 2025 Added 55.1%
XLE Energy Sector Spdr	$0	$7.42 Million 0.0% of portfolio	83	Q3 2025 Reduced 44.67%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$6.18 Million 0.0% of portfolio	258	Q3 2025 Added 4.88%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$5.8 Million 0.0% of portfolio	500	Q4 2024 Reduced 50.0%
IEI Ishares Barclays 3 7 Yr Treas	$0	$1.2 Million 0.0% of portfolio	10	Q3 2025 Reduced 95.63%
IEF Ishares Barclays	$0	$1.06 Million 0.0% of portfolio	11	Q3 2025 Reduced 91.6%
IGSB Ishares Trust Ishares 1 5 Year	$0	$1.06 Million 0.0% of portfolio	20	Q3 2025 Reduced 94.61%
HYDB Ishares Tr Edge High Yield Def	$0	$909,000 0.0% of portfolio	19	Q3 2025 Reduced 13.64%
LQDH Ishares U S ETF Tr Int Rate He	$0	$561,000 0.0% of portfolio	6	Q3 2025 Reduced 62.5%
SHY Ishares Barclays 1 3 Year Trea	$0	$415,000 0.0% of portfolio	5	Q3 2025 Reduced 70.59%
QLTA Ishares Trust Aaa A Rated Corp	$0	$339,000 0.0% of portfolio	7	Q3 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$307,000 0.0% of portfolio	6	Q3 2025 Reduced 60.0%
SHV Ishares Tr	$0	$221,000 0.0% of portfolio	2	Q2 2025 Reduced 33.33%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$216,000 0.0% of portfolio	4	Q3 2025 Added 100.0%

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