account_balance
Investment manager · 13F filer · SEC CIK 1621646
Richardson Capital Management LLC
Reported value$244Mas of Sep 30, 2026
Positions264 31 new, 10 sold out
Top 10 weight87.8%SCHX alone is 22%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab US Large-Cap ETF
22.4%
SCHGSchwab US Large-Cap Growth ETF
16.0%Added +4%
FNDXSchwab Fundamental US Large Company ETF
13.6%
VOOVanguard 500 ETF
11.1%Added +5%
IJHiShares Core S&P Mid-Cap ETF
8.1%Added +3%
NVDANVIDIA Corp
5.6%
SCHDSchwab US Dividend Equity ETF
5.3%
DUSGDimensional US Small Cap Value ETF
2.4%
MEMS1.9%
SCHM1.6%
QQQ0.7%
VYM
SCHXSchwab US Large-Cap ETF
22.4%
SCHGSchwab US Large-Cap Growth ETF
16.0%Added +4%
FNDXSchwab Fundamental US Large Company ETF
13.6%
VOOVanguard 500 ETF
11.1%Added +5%
IJHiShares Core S&P Mid-Cap ETF
8.1%
SCHD5.3%
DUSG
SCHM
QQQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab US Large-Cap ETF 22.4% Held
SCHG Schwab US Large-Cap Growth ETF 16.0% Added +4%
FNDX Schwab Fundamental US Large Company ETF 13.6% Held
VOO Vanguard 500 ETF 11.1% Added +5%
IJH iShares Core S&P Mid-Cap ETF 8.1% Added +3%
NVDA NVIDIA Corp 5.6% HeldSCHD Schwab US Dividend Equity ETF 5.3% Held
DUSG Dimensional US Small Cap Value ETF 2.4% New
MEMS Matthews EM Discovery Active ETF 1.9% Added +4%
SCHM Schwab US Mid-Cap ETF 1.6% Trimmed −5%
QQQ Invesco QQQ Trust ETF 0.7% Held
VYM Vanguard High Dividend Yield ETF 0.6% Added +150%
What changed
Biggest moves since Jun 30, 2026
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