StockDriftsStockDriftsTop 50 Richardson Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab US Large-Cap ETF | 22.23% | 1.80M | $46.0M | +2.75%(+48.11K) | $21.04(+39.78%) | 2026-03-31 | |
| SCHG | Schwab US Large-Cap Growth ETF | 14.69% | 1.04M | $30.4M | +2.46%(+25.08K) | $22.75(+52.45%) | 2026-03-31 | |
| FNDX | Schwab Fundamental US Large Company ETF | 13.54% | 1.01M | $28.0M | +23.98%(+194.73K) | $25.83(+18.40%) | 2026-03-31 | |
| VOO | Vanguard 500 ETF | 10.69% | 37.1K | $22.1M | +17.53%(+5.53K) | $582.90(+17.98%) | 2026-03-31 | |
| IJH | iShares Core S&P Mid-Cap ETF | 8.65% | 265.4K | $17.9M | +0.18%(+486) | $61.69(+19.04%) | 2026-03-31 | |
| SCHD | Schwab US Dividend Equity ETF | 6.24% | 421.6K | $12.9M | -40.32%(-284.82K) | $26.31(+20.87%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.02% | 59.6K | $10.4M | +0.59%(+348) | $125.38(+88.02%) | 2026-03-31 | |
| DFSV | Dimensional US Small Cap Value ETF | 2.48% | 146.9K | $5.1M | +7522.52%(+144.96K) | $33.94(+8.89%) | 2026-03-31 | |
| MEMS | Matthews EM Discovery Active ETF | 1.83% | 144.3K | $3.8M | +6.75%(+9.12K) | $25.31(+24.36%) | 2026-03-31 | |
| SCHM | Schwab US Mid-Cap ETF | 1.8% | 120.1K | $3.7M | -9.80%(-13.06K) | $26.24(+31.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.13% | +52.59% |
| Top 20 Holdings Unweighted | +15.48% | +54.00% |
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