Richardson Capital Management LLC
CIK 1621646 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- SCHD44.99%
- SCHG30.18%
- IJH8.28%
- SCHK2.10%
- ARKK0.92%
- VOO0.85%
- VYM0.59%
- VIG0.53%
- SPDW0.49%
- SCHE0.45%
Share classes counted separately89.38%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $31.05M | 44.99% | 185 shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $20.83M | 30.18% | 75 shares | Prior unavailable — | — | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $5.72M | 8.28% | 113 shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $1.45M | 2.10% | 2.73K shares | Prior unavailable — | — | ↗▾ |
| 05 | ARKKARK INNOVATION ETFINNOVATION ETF View history and evidence | $632.47K | 0.92% | 319 shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $587.48K | 0.85% | 1.34K shares | Prior unavailable — | — | ↗▾ |
| 07 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $404.33K | 0.59% | 3.62K shares | Prior unavailable — | — | ↗▾ |
| 08 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $369.11K | 0.53% | 18 shares | Prior unavailable — | — | ↗▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $340.30K | 0.49% | 10.01K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $311.89K | 0.45% | 7.34K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1621646 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 102889996
}Research all 134 reported holdings.
This page includes 30 of 134 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 134 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1621646","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1621646","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.