Leonard Rickey Investment Advisors P.L.L.C.
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $3.33M | 0.6% |
| Warren E. Buffett | $3.14M | 0.6% |
| Apple Inc. | $2.97M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $2.60M | 0.5% |
| Alphabet Inc. | $2.58M | 0.5% |
| VANGUARD INDEX FDS | $2.09M | 0.4% |
| VANGUARD INDEX FDS | $1.88M | 0.3% |
| ISHARES TR | $1.83M | 0.3% |
| VANGUARD WORLD FD | $1.66M | 0.3% |
| Meta Platforms Inc | $1.65M | 0.3% |
| JPMORGAN CHASE & CO | $1.56M | 0.3% |
| SPDR S&P 500 ETF TR | $1.51M | 0.3% |
| NVIDIA Corp | $1.48M | 0.3% |
| VANGUARD TAX-MANAGED FDS | $1.45M | 0.3% |
| CATERPILLAR INC | $1.35M | 0.2% |
| ISHARES TR | $1.31M | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $1.26M | 0.2% |
| EXXON MOBIL CORP | $1.13M | 0.2% |
| ISHARES TR | $1.11M | 0.2% |
| Booking Holdings Inc | $1.08M | 0.2% |
| Alphabet Inc. | $1.06M | 0.2% |
| ISHARES TR | $1.04M | 0.2% |
| Visa Inc | $1.02M | 0.2% |
| SCHWAB CHARLES CORP | $993.2K | 0.2% |
| Tesla Inc | $915.6K | 0.2% |