Institutions / Leonard Rickey Investment Advisors P.L.L.C.
Leonard Rickey Investment Advisors P.L.L.C.
CIK 1731447 · Institution · as of Dec 31, 2025
Portfolio value
$553.05M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $75.26M | 13.6% |
| Schwab Strategic Tr | $40.25M | 7.3% |
| Vanguard Index Fds | $38.49M | 7.0% |
| Dimensional ETF Trust | $36.83M | 6.7% |
| Vanguard Intl Equity Index F | $34.34M | 6.2% |
| Vanguard Malvern Fds | $33.71M | 6.1% |
| Vanguard Scottsdale Fds | $24.09M | 4.4% |
| Vanguard Star Fds | $23.88M | 4.3% |
| Vanguard Index Fds | $21.65M | 3.9% |
| Vanguard Bd Index Fds | $20.88M | 3.8% |
| iShares Gold Tr | $20.49M | 3.7% |
| Dimensional ETF Trust | $16.71M | 3.0% |
| iShares MSCI UAE ETF | $16.62M | 3.0% |
| iShares Tr | $15.48M | 2.8% |
| iShares Tr | $11.64M | 2.1% |
| Vanguard Malvern Fds | $9.00M | 1.6% |
| Microsoft Corp | $6.86M | 1.2% |
| Vanguard Mun Bd Fds | $5.93M | 1.1% |
| Vanguard Intl Equity Index F | $5.32M | 1.0% |
| Amazon.com Inc | $4.95M | 0.9% |
| Schwab Strategic Tr | $4.69M | 0.8% |
| iShares Tr | $4.55M | 0.8% |
| Capital Group Gbl Growth Eqt | $4.01M | 0.7% |
| Micron Technology Inc | $3.95M | 0.7% |
| iShares MSCI UAE ETF | $3.94M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.