LR

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 %
Countries:
Top Holdings: IJH(14.61%)FNDX(6.87%)VTI(6.36%)DFAC(6.32%)VCSH(6.15%)
Summary Stock Picks Current Portfolio
Leonard Rickey Investment Advi... Top Holdings of 2025-03-31 View Full List
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
+23.94%
+1.77%
96,948.5
 
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
+19.24%
+4.94%
18,816.4
 
VTI
Vanguard Total Stock Market ETF
111,665
29,496.2
+1.68%
6.360
+0.11%
0.010
+25.37%
+5.44%
469,505.6
 
DFAC
Dimensional U.S. Core Equity 2 ETF
932,209
29,299.3
+10,981.89%
6.320
+6.26%
0.100
+24.48%
+4.80%
35,158.5
 
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
+1.08%
+1.23%
34,872.4
 
VEU
Vanguard FTSE All-World ex-US ETF
477,712
28,285.3
-3.03%
6.100
-0.20%
0.070
+23.95%
+17.00%
43,887.4
 
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%
+2.93%
14,995.4
 
BND
Vanguard Total Bond Market ETF
268,223
19,427.4
-16.37%
4.190
-0.87%
0.020
+0.40%
+1.24%
126,972.4
 
MUB
iShares National Muni Bond ETF
187,847
19,387.7
-4.30%
4.180
-0.21%
0.050
+1.72%
-2.27%
38,466.8
 
USMV
iShares MSCI USA Min Vol Factor ETF
176,384
16,070.3
+1.19%
3.460
+0.04%
0.070
+9.52%
+5.36%
23,789.0
 

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 View Full List
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
$36.25
4.44%
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
$29.77
11.96%
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
$78.97
0.71%
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
$76.65
0.17%
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
$72.80
0.32%
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
$45.73
0.35%
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
$48.91
-2.24%
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
$69.07
11.82%
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
$104.13
-2.09%
Reduce -4.3%
187,847
-8,437
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.21%
●
369.1 ($404.54) 427.61
$438.32
8.35%
Add 6.94%
42,047
2,727

Leonard Rickey Investment Advisors P.L.L.C. Total Holding History ($B)

To

Leonard Rickey Investment Advisors P.L.L.C.'s Asset Allocation

To

Leonard Rickey Investment Advisors P.L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Year Portfolio % % Excess Gain %

Leonard Rickey Investment Advisors P.L.L.C.'s Holdings Heat Map

Size field:

Leonard Rickey Investment Advisors P.L.L.C.'s Holdings Bubble Chart

Leonard Rickey Investment Advisors P.L.L.C. News

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