LR
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Leonard Rickey Investment Advisors P.L.L.C.13F | |
Leonard Rickey Investment Advisors P.L.L.C. | |
Last update 2025-04-15 | 107 Stocks (5 new) |
Value $464.00 Mil | Turnover 12 % |
Leonard Rickey Investment Advi... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 1,230,689 | 67,774.1 | +1.35% | 14.610 | +0.19% | 0.080 | +15.11% | +2.98% | 97,529.5 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 1,426,942 | 31,849.4 | +2.55% | 6.870 | +0.17% | 0.190 | +10.96% | +6.60% | 18,945.1 | ||
VTI | Vanguard Total Stock Market ETF | 111,665 | 29,496.2 | +1.68% | 6.360 | +0.11% | 0.010 | +17.05% | +6.98% | 450,247.8 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 932,209 | 29,299.3 | +10,981.89% | 6.320 | +6.26% | 0.100 | +16.10% | +6.16% | 35,420.4 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 364,595 | 28,529.6 | +31.91% | 6.150 | +1.49% | 0.080 | +1.28% | +3.60% | 34,699.6 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 477,712 | 28,285.3 | -3.03% | 6.100 | -0.20% | 0.070 | +13.88% | +18.90% | 42,344.4 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 506,506 | 25,153.1 | +2.84% | 5.420 | +0.15% | 0.190 | +0.29% | +3.89% | 14,662.4 | ||
BND | Vanguard Total Bond Market ETF | 268,223 | 19,427.4 | -16.37% | 4.190 | -0.87% | 0.020 | +0.05% | +3.60% | 126,370.7 | ||
MUB | iShares National Muni Bond ETF | 187,847 | 19,387.7 | -4.30% | 4.180 | -0.21% | 0.050 | -0.65% | -0.57% | 38,518.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 176,384 | 16,070.3 | +1.19% | 3.460 | +0.04% | 0.070 | +1.95% | +6.79% | 23,944.1 |
Leonard Rickey Investment Advisors P.L.L.C.'s Historical Top Holdings Breakdowns
Leonard Rickey Investment Advisors P.L.L.C.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +6.26% | 32.42 ($34.71) 36.1 | $36.52 | 5.21% | Add 10981.89% | 932,209 | 923,797 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +1.57% | 25.35 ($26.59) 27.46 | $30.06 | 13.05% | Add 143.69% | 481,154 | 283,711 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +1.49% | 77.7 ($78.41) 78.94 | $79.10 | 0.88% | Add 31.91% | 364,595 | 88,191 | |
VCRB | Vanguard Core Bond ETF | 2025-03-31 | Add Add | +1.12% | 74.92 ($76.52) 77.71 | $77.02 | 0.65% | Add 744.08% | 77,259 | 68,106 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.87% | 71.17 ($72.57) 73.66 | $73.08 | 0.70% | Reduce -16.37% | 268,223 | -52,496 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Add Add | +0.46% | 44.72 ($45.57) 46.25 | $45.90 | 0.72% | Add 19.23% | 292,858 | 47,240 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -0.38% | 49.25 ($50.03) 50.66 | $48.95 | -2.16% | Reduce -12.11% | 238,162 | -32,806 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Reduce Reduce | -0.25% | 58.01 ($61.77) 64.46 | $69.49 | 12.50% | Reduce -6.88% | 248,477 | -18,365 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -0.21% | 104.71 ($106.35) 107.68 | $104.27 | -1.96% | Reduce -4.3% | 187,847 | -8,437 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.21% | 369.1 ($404.54) 427.61 | $441.98 | 9.25% | Add 6.94% | 42,047 | 2,727 |
Leonard Rickey Investment Advisors P.L.L.C. Total Holding History ($B)
Leonard Rickey Investment Advisors P.L.L.C.'s Asset Allocation
Leonard Rickey Investment Advisors P.L.L.C. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Leonard Rickey Investment Advisors P.L.L.C.'s Hypothetical Growth since 2025-03-31
Leonard Rickey Investment Advisors P.L.L.C.'s Yearly Returns
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