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Capital World Growth And Incom shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Capital World Growth And Incom (WGIFX) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Capital World Growth And Incom

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All positions including Capital World Growth And Incom held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital World Growth And Incom by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $48k 738 65.31
2024-06-30 $24k 369 65.31
2024-03-31 $30k 491 61.98

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

Top funds holding Capital World Growth And Incom

Wintrust Financial Corporation
Tucker Asset Management
Richardson Financial Services

View all funds holding Capital World Growth And Incom