Universe · entity
Leonard Rickey Investment Advisors P.L.L.C.
Institutional manager (13F) · CIK 1731447
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $551M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $76M | 1,131,756 |
| 2 | ISHARES TR | $42M | 415,043 |
| 3 | SCHWAB STRATEGIC TR | $42M | 1,500,003 |
| 4 | DIMENSIONAL ETF TRUST | $39M | 1,000,413 |
| 5 | VANGUARD MALVERN FDS | $36M | 717,241 |
| 6 | VANGUARD INTL EQUITY INDEX F | $35M | 461,115 |
| 7 | VANGUARD INDEX FDS | $30M | 93,285 |
| 8 | VANGUARD MALVERN FDS | $29M | 380,816 |
| 9 | VANGUARD STAR FDS | $25M | 328,487 |
| 10 | VANGUARD SCOTTSDALE FDS | $24M | 306,891 |
| 11 | VANGUARD INDEX FDS | $20M | 46,248 |
| 12 | ISHARES GOLD TR | $19M | 212,540 |
| 13 | DIMENSIONAL ETF TRUST | $17M | 505,934 |
| 14 | ISHARES TR | $16M | 169,816 |
| 15 | ISHARES TR | $12M | 112,382 |
| 16 | ISHARES TR | $7M | 151,163 |
| 17 | VANGUARD MUN BD FDS | $6M | 120,502 |
| 18 | MICROSOFT CORP | $5M | 14,365 |
| 19 | VANGUARD INTL EQUITY INDEX F | $5M | 37,404 |
| 20 | SCHWAB STRATEGIC TR | $5M | 175,333 |
| 21 | MICRON TECHNOLOGY INC | $5M | 13,788 |
| 22 | AMAZON COM INC | $5M | 21,992 |
| 23 | ISHARES TR | $4M | 47,173 |
| 24 | CAPITAL GROUP GBL GROWTH EQT | $4M | 115,810 |
| 25 | ISHARES TR | $3M | 31,663 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,277 |
| 27 | APPLE INC | $3M | 11,667 |
| 28 | COSTCO WHOLESALE CORPORATION | $3M | 2,920 |
| 29 | ALPHABET INC | $2M | 7,857 |
| 30 | CATERPILLAR INC | $2M | 3,019 |
| 31 | VANGUARD INDEX FDS | $2M | 3,192 |
| 32 | VANGUARD BD INDEX FDS | $2M | 25,868 |
| 33 | VANGUARD INDEX FDS | $2M | 9,612 |
| 34 | ISHARES TR | $2M | 42,389 |
| 35 | EXXON MOBIL CORP | $2M | 9,422 |
| 36 | VANGUARD WORLD FD | $2M | 13,968 |
| 37 | META PLATFORMS INC | $1M | 2,470 |
| 38 | NVIDIA CORPORATION | $1M | 8,015 |
| 39 | VANGUARD TAX-MANAGED FDS | $1M | 21,591 |
| 40 | JPMORGAN CHASE & CO | $1M | 4,677 |
| 41 | STATE STR SPDR S&P 500 ETF T | $1M | 2,069 |
| 42 | ISHARES TR | $1M | 2,029 |
| 43 | VANGUARD SPECIALIZED FUNDS | $1M | 5,738 |
| 44 | ISHARES TR | $1M | 43,570 |
| 45 | ALPHABET INC | $970k | 3,383 |
| 46 | PHILIP MORRIS INTL INC | $950k | 5,748 |
| 47 | SCHWAB CHARLES CORP | $947k | 10,074 |
| 48 | ISHARES TR | $933k | 2,188 |
| 49 | VISA INC | $864k | 2,857 |
| 50 | BOOKING HOLDINGS INC | $859k | 204 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.