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Richmond Investment Services, LLC

All holdings · as of Dec 31, 2025

235 positions

CompanyClassValueShares% of portfolio
CAPITAL GROUP CORE BALANCED—$758.9K21,4820.1%
SPDR SERIES TRUST—$756.9K7,0940.1%
SPDR SERIES TRUST—$747.4K22,1070.1%
VANGUARD INDEX FDS—$727.7K2,6080.1%
Johnson Controls International plc—$719.8K6,0110.1%
AT&T INC.—$709.7K28,5720.1%
SPDR SERIES TRUST—$707.4K12,4520.1%
FIRST TR EXCHNG TRADED FD VI—$699.9K20,4300.1%
MCDONALD'S CORP—$696.0K2,2780.1%
VANGUARD SCOTTSDALE FDS—$692.3K7,5000.1%
Meta Platforms Inc—$669.1K1,0130.1%
ISHARES BITCOIN TRUST ETF—$664.4K13,3820.1%
Walmart Inc.—$660.9K5,9320.1%
RBB FD INC—$659.9K9,1950.1%
VANGUARD INDEX FDS—$649.6K3,6630.1%
VANGUARD INDEX FDS—$648.6K2,1480.1%
ISHARES TR—$646.2K9,7910.1%
ISHARES TR—$635.5K32,0220.1%
VANGUARD INDEX FDS—$631.9K1,0080.1%
VANGUARD TAX-MANAGED FDS—$630.2K10,0880.1%
ISHARES TR—$630.2K4,5220.1%
WELLS FARGO & COMPANY/MN—$622.0K6,6740.1%
INVESCO EXCHANGE TRADED FD T—$607.9K3,1740.1%
FIRST TR EXCH TRD ALPHDX FD—$590.3K21,5840.1%
SELECT SECTOR SPDR TR—$567.6K10,3630.1%
BLACKROCK ETF TRUST II—$564.3K10,6940.1%
VANGUARD SCOTTSDALE FDS—$562.2K6,7120.1%
VANGUARD SCOTTSDALE FDS—$559.7K4,5970.1%
BLACKROCK ETF TRUST—$555.2K22,3810.1%
VANECK FDS—$549.1K10,8450.1%
US BANCORP \DE—$539.3K10,1070.1%
INVESCO ACTIVELY MANAGED EXC—$534.7K21,3030.1%
VANGUARD MALVERN FDS—$532.1K10,7580.1%
Visa Inc—$526.4K1,5000.1%
FIRST TR EXCHANGE TRAD FD VI—$525.3K19,3840.1%
FIRST TR EXCHANGE TRADED FD—$524.0K3,4230.1%
Invesco Bloomberg Enhanced Fallen Angels ETF—$519.0K15,3090.1%
ISHARES GOLD TR—$513.7K6,3290.1%
VERIZON COMMUNICATIONS INC—$506.6K12,4390.1%
SPDR SERIES TRUST—$506.4K17,5600.1%
HOME DEPOT, INC.—$503.1K1,4610.1%
CAPITAL GRP FIXED INCM ETF T—$487.9K17,6630.1%
COCA COLA CO—$483.9K6,9220.1%
FIRST TR EXCHANGE-TRADED ALP—$472.3K3,7480.1%
FIRST TR EXCHANGE-TRADED FD—$471.3K10,0170.1%
CELESTICA INCCLSCommon Stock$471.2K1,5940.1%
AbbVie Inc.—$466.7K2,0430.1%
CATERPILLAR INC—$464.3K8100.1%
COSTCO WHOLESALE CORP /NEW—$461.9K5360.1%
SELECT SECTOR SPDR TR—$458.3K2,9550.1%
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