Leonard Rickey Investment Advisors P.L.L.C. recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 59 stocks valued at a total of $213.00Mil. The top holdings were IJH(24.24%), VEU(11.85%), and VTEB(11.51%).
According to GuruFocus data, these were Leonard Rickey Investment Advisors P.L.L.C.’s top five trades of the quarter.
Vanguard Tax-Exempt Bond ETF
Leonard Rickey Investment Advisors P.L.L.C. reduced their investment in ARCA:VTEB by 19,027 shares. The trade had a 0.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.8.
On 10/31/2022, Vanguard Tax-Exempt Bond ETF traded for a price of $47.53 per share and a market cap of $20.69Bil. The stock has returned -11.49% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Tax-Exempt Bond ETF has a price-earnings ratio of 9999.00.
Schwab Fundamental U.S. Large Company Index ETF
During the quarter, Leonard Rickey Investment Advisors P.L.L.C. bought 17,013 shares of ARCA:FNDX for a total holding of 391,338. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $52.69.
On 10/31/2022, Schwab Fundamental U.S. Large Company Index ETF traded for a price of $53.35 per share and a market cap of $9.70Bil. The stock has returned -4.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab Fundamental U.S. Large Company Index ETF has a price-earnings ratio of 9999.00.
iShares Core S&P Mid-Cap ETF
Leonard Rickey Investment Advisors P.L.L.C. reduced their investment in ARCA:IJH by 3,716 shares. The trade had a 0.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $240.38.
On 10/31/2022, iShares Core S&P Mid-Cap ETF traded for a price of $242.53 per share and a market cap of $62.05Bil. The stock has returned -11.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Mid-Cap ETF has a price-earnings ratio of 9999.00.
iShares MSCI USA Min Vol Factor ETF
During the quarter, Leonard Rickey Investment Advisors P.L.L.C. bought 7,344 shares of BATS:USMV for a total holding of 179,148. The trade had a 0.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $71.77.
On 10/31/2022, iShares MSCI USA Min Vol Factor ETF traded for a price of $71.19 per share and a market cap of $29.12Bil. The stock has returned -6.84% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Min Vol Factor ETF has a price-earnings ratio of 9999.00.
Vanguard Total International Stock
During the quarter, Leonard Rickey Investment Advisors P.L.L.C. bought 10,825 shares of NAS:VXUS for a total holding of 71,642. The trade had a 0.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.92.
On 10/31/2022, Vanguard Total International Stock traded for a price of $47.33 per share and a market cap of $44.42Bil. The stock has returned -24.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total International Stock has a price-earnings ratio of 9999.00.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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