Leonard Rickey Investment Advisors P.L.L.C. Buys iShares TIPS Bond ETF, Schwab Fundamental U.S. Broad Market Index ETF, Vanguard Total International Stock, Sells Vanguard Emerging Markets Government Bond ETF, iShares MSCI All Country Asia ex Japan Index F

Investment company Leonard Rickey Investment Advisors P.L.L.C. (Current Portfolio) buys iShares TIPS Bond ETF, Schwab Fundamental U.S. Broad Market Index ETF, Vanguard Total International Stock, iShares ESG Advanced MSCI EAFE ETF, AmerisourceBergen Corp, sells Vanguard Emerging Markets Government Bond ETF, iShares MSCI All Country Asia ex Japan Index Fund, ISHARES TRUST, Nike Inc, Bank of New York Mellon Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Leonard Rickey Investment Advisors P.L.L.C.. As of 2021Q3, Leonard Rickey Investment Advisors P.L.L.C. owns 71 stocks with a total value of $238 million. These are the details of the buys and sells.

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.
  1. iShares Core S&P Mid-Cap ETF (IJH) - 248,634 shares, 27.44% of the total portfolio. Shares added by 1.69%
  2. Vanguard Tax-Exempt Bond ETF (VTEB) - 620,335 shares, 14.25% of the total portfolio. Shares added by 0.48%
  3. Vanguard FTSE All-World ex-US ETF (VEU) - 551,159 shares, 14.10% of the total portfolio. Shares added by 10.70%
  4. Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 277,429 shares, 6.28% of the total portfolio. Shares added by 4.67%
  5. Vanguard Total Stock Market ETF (VTI) - 43,838 shares, 4.08% of the total portfolio. Shares added by 3.59%
New Purchase: iShares TIPS Bond ETF (TIP)

Leonard Rickey Investment Advisors P.L.L.C. initiated holding in iShares TIPS Bond ETF. The purchase prices were between $125.24 and $129.06, with an estimated average price of $127.65. The stock is now traded at around $129.000000. The impact to a portfolio due to this purchase was 2.27%. The holding were 42,419 shares as of 2021-09-30.

New Purchase: Schwab Fundamental U.S. Broad Market Index ETF (FNDB)

Leonard Rickey Investment Advisors P.L.L.C. initiated holding in Schwab Fundamental U.S. Broad Market Index ETF. The purchase prices were between $52.07 and $55.6, with an estimated average price of $54.4. The stock is now traded at around $56.700000. The impact to a portfolio due to this purchase was 1.42%. The holding were 63,240 shares as of 2021-09-30.

New Purchase: iShares ESG Advanced MSCI EAFE ETF (DMXF)

Leonard Rickey Investment Advisors P.L.L.C. initiated holding in iShares ESG Advanced MSCI EAFE ETF. The purchase prices were between $66.26 and $72.09, with an estimated average price of $69.53. The stock is now traded at around $69.590000. The impact to a portfolio due to this purchase was 0.24%. The holding were 8,460 shares as of 2021-09-30.

New Purchase: AmerisourceBergen Corp (ABC)

Leonard Rickey Investment Advisors P.L.L.C. initiated holding in AmerisourceBergen Corp. The purchase prices were between $112.6 and $125.8, with an estimated average price of $120.16. The stock is now traded at around $123.250000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,934 shares as of 2021-09-30.

Added: Vanguard Total International Stock (VXUS)

Leonard Rickey Investment Advisors P.L.L.C. added to a holding in Vanguard Total International Stock by 78.07%. The purchase prices were between $63.26 and $66.63, with an estimated average price of $64.96. The stock is now traded at around $65.590000. The impact to a portfolio due to this purchase was 0.28%. The holding were 24,595 shares as of 2021-09-30.

Added: Vanguard Real Estate Index Fund ETF (VNQ)

Leonard Rickey Investment Advisors P.L.L.C. added to a holding in Vanguard Real Estate Index Fund ETF by 44.68%. The purchase prices were between $101.6 and $110.24, with an estimated average price of $105.46. The stock is now traded at around $109.480000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,293 shares as of 2021-09-30.

Sold Out: Nike Inc (NKE)

Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sold Out: Bank of New York Mellon Corp (BK)

Leonard Rickey Investment Advisors P.L.L.C. sold out a holding in Bank of New York Mellon Corp. The sale prices were between $47.58 and $56.41, with an estimated average price of $52.



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