StockDriftsStockDriftsTop 50 Richardson Financial Services Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.36% | 27.5K | $7.0M | +0.63%(+172) | $185.83(+60.83%) | 2026-03-31 | |
| SPYM | ST STR SPDR S&P 500 ETF | 4.28% | 89.4K | $6.8M | -11.93%(-12.10K) | $57.38(+52.28%) | 2026-03-31 | |
| VTV | Vanguard Value ETF | 4.17% | 34.0K | $6.7M | -3.41%(-1.20K) | $155.77(+33.76%) | 2026-03-31 | |
| VUG | Vanguard Growth ETF | 3.8% | 13.9K | $6.1M | +0.30%(+42) | $58.33(+50.03%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 2.64% | 24.2K | $4.2M | +4.93%(+1.14K) | $66.77(+238.23%) | 2026-03-31 | |
| SPDW | ST STR PRT DEV WRLD ETF | 2.31% | 81.0K | $3.7M | -11.93%(-10.97K) | $36.41(+38.08%) | 2026-03-31 | |
| GOOGL | ALPHABET INC A | 2.19% | 12.2K | $3.5M | +3.85%(+452) | $161.98(+148.57%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 2.09% | 5.6K | $3.3M | +1.50%(+83) | $475.22(+43.60%) | 2026-03-31 | |
| HYG | ISHS IBOX $ H/Y CORP ETF | 1.92% | 38.6K | $3.1M | +2.31%(+872) | $76.77(+4.08%) | 2026-03-31 | |
| VEA | VNGRD FTSE DEV MKTS ETF | 1.76% | 44.0K | $2.8M | -2.10%(-942) | $52.94(+33.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.37% | +61.68% |
| Top 20 Holdings Unweighted | +13.50% | +46.23% |
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