- New Purchases: FNDF, NEAR, ITOT, IAU,
- Added Positions: IJH, VTEB, IXUS, VEU, VWOB, FNDX, VCSH, VOO, IEMG, VUG, VTI, IUSV, GOOG, AMZN, V, GOOGL, VTV, IUSG, GILD, JPM,
- Reduced Positions: VXF, VT, MSFT, VNQ, VO, MUB, IWF, VXUS, AAXJ, VGT, EMB, BMY, AAPL, IHI, IVV, COST, VWO, BRK.B, IGV, SOXX, VIG,
- Sold Out: VSS, IJR, VB, IJJ, IJK, SPLV, MINT, BA, LYB, IWR, XOM, VFH, DSI, VOX, GDXJ, ITA, ITB, WFC, FBZ, IJS, BLK, AVGO,
For the details of Leonard Rickey Investment Advisors P.L.L.C.'s stock buys and sells, go to https://www.gurufocus.com/guru/leonard+rickey+investment+advisors+p.l.l.c./current-portfolio/portfolio
These are the top 5 holdings of Leonard Rickey Investment Advisors P.L.L.C.- iShares Core S&P Mid-Cap (IJH) - 228,867 shares, 26.55% of the total portfolio. Shares added by 50.69%
- Vanguard Tax-Exempt Bond (VTEB) - 498,899 shares, 21.28% of the total portfolio. Shares added by 4.79%
- Vanguard Growth (VUG) - 40,552 shares, 5.12% of the total portfolio. Shares added by 1.24%
- Vanguard FTSE All World Ex US (VEU) - 152,308 shares, 5.04% of the total portfolio. Shares added by 8.07%
- Vanguard Total World Stock Index (VT) - 98,167 shares, 4.97% of the total portfolio. Shares reduced by 5.34%
Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.96. The impact to a portfolio due to this purchase was 0.51%. The holding were 29,988 shares as of .
New Purchase: iShares Short Maturity Bond (NEAR)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.21. The impact to a portfolio due to this purchase was 0.47%. The holding were 12,000 shares as of .
New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $63.73. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,553 shares as of .
New Purchase: ishares Gold Trust (IAU)Leonard Rickey Investment Advisors P.L.L.C. initiated holding in ishares Gold Trust. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.34. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,947 shares as of .
Added: iShares Core S&P Mid-Cap (IJH)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in iShares Core S&P Mid-Cap by 50.69%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $162.61. The impact to a portfolio due to this purchase was 8.93%. The holding were 228,867 shares as of .
Added: iShares Core MSCI Total International Stock ETF (IXUS)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in iShares Core MSCI Total International Stock ETF by 62.32%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $50.07. The impact to a portfolio due to this purchase was 0.69%. The holding were 47,088 shares as of .
Added: Vanguard S&P 500 (VOO)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in Vanguard S&P 500 by 43.84%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $262.68. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,730 shares as of .
Added: iShares Core MSCI Emerging Markets (IEMG)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in iShares Core MSCI Emerging Markets by 61.20%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $43.36. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,005 shares as of .
Added: Alphabet Inc (GOOG)Leonard Rickey Investment Advisors P.L.L.C. added to a holding in Alphabet Inc by 21.01%. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1233.67. The impact to a portfolio due to this purchase was 0.05%. The holding were 288 shares as of .
Sold Out: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The sale prices were between $67.64 and $112.37, with an estimated average price of $100.5.
Sold Out: iShares Core S&P Small-Cap (IJR)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $48.88 and $85.12, with an estimated average price of $74.15.
Sold Out: Vanguard Small-Cap (VB)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Vanguard Small-Cap. The sale prices were between $98.45 and $170.48, with an estimated average price of $151.89.
Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in iShares S&P Mid-Cap 400 Value. The sale prices were between $92.34 and $171.37, with an estimated average price of $148.98.
Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.
Sold Out: Invesco S&P 500 Low Volatility (SPLV)Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.
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