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Richmond Investment Services, LLC

All holdings · as of Dec 31, 2025

235 positions

CompanyClassValueShares% of portfolio
FIRST TR EXCHANGE TRAD FD VI$525.3K19,3840.1%
Visa Inc$526.4K1,5000.1%
VANGUARD MALVERN FDS$532.1K10,7580.1%
INVESCO ACTIVELY MANAGED EXC$534.7K21,3030.1%
US BANCORP \DE$539.3K10,1070.1%
VANECK FDS$549.1K10,8450.1%
BLACKROCK ETF TRUST$555.2K22,3810.1%
VANGUARD SCOTTSDALE FDS$559.7K4,5970.1%
VANGUARD SCOTTSDALE FDS$562.2K6,7120.1%
BLACKROCK ETF TRUST II$564.3K10,6940.1%
SELECT SECTOR SPDR TR$567.6K10,3630.1%
FIRST TR EXCH TRD ALPHDX FD$590.3K21,5840.1%
INVESCO EXCHANGE TRADED FD T$607.9K3,1740.1%
WELLS FARGO & COMPANY/MN$622.0K6,6740.1%
ISHARES TR$630.2K4,5220.1%
VANGUARD TAX-MANAGED FDS$630.2K10,0880.1%
VANGUARD INDEX FDS$631.9K1,0080.1%
ISHARES TR$635.5K32,0220.1%
ISHARES TR$646.2K9,7910.1%
VANGUARD INDEX FDS$648.6K2,1480.1%
VANGUARD INDEX FDS$649.6K3,6630.1%
RBB FD INC$659.9K9,1950.1%
Walmart Inc.$660.9K5,9320.1%
ISHARES BITCOIN TRUST ETF$664.4K13,3820.1%
Meta Platforms Inc$669.1K1,0130.1%
VANGUARD SCOTTSDALE FDS$692.3K7,5000.1%
MCDONALD'S CORP$696.0K2,2780.1%
FIRST TR EXCHNG TRADED FD VI$699.9K20,4300.1%
SPDR SERIES TRUST$707.4K12,4520.1%
AT&T INC.$709.7K28,5720.1%
Johnson Controls International plc$719.8K6,0110.1%
VANGUARD INDEX FDS$727.7K2,6080.1%
SPDR SERIES TRUST$747.4K22,1070.1%
SPDR SERIES TRUST$756.9K7,0940.1%
CAPITAL GROUP CORE BALANCED$758.9K21,4820.1%
SPDR SERIES TRUST$767.7K8,4010.1%
iShares MSCI UAE ETF$780.7K8,2900.1%
VANGUARD WORLD FD$795.6K1,0560.1%
VANGUARD INDEX FDS$799.3K3,7740.1%
FIRST TR EXCHANGE TRADED FD$805.8K8,3200.1%
BLACKROCK ETF TRUST$820.3K32,0320.1%
JPMORGAN CHASE & CO$828.3K2,5710.1%
SCHWAB STRATEGIC TR$833.1K25,5400.1%
EATON VANCE TAX ADVT DIV INC$842.4K33,4570.1%
BLACKROCK ETF TRUST$857.2K25,7420.1%
FIRST TR EXCHANGE-TRADED ALP$882.2K7,4380.2%
ISHARES TR$885.8K7,3700.2%
First Trust Exchange-Traded AlphaDEX(R) Fund II$887.4K16,5080.2%
JOHNSON & JOHNSON$888.5K4,2930.2%
FIRST TR EXCHANGE TRADED FD$892.5K9,0770.2%
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