Leonard Rickey Investment Advisors P.L.L.C.: 13F holdings
CIK 17314472026Q2
| Positions | 122 |
|---|---|
| Reported value | $636.8m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IJH ISHARES TR | 1,048,475 | $80.8m | 12.7% |
| FNDX SCHWAB STRATEGIC TR | 1,530,215 | $47.6m | 7.5% |
| VTI VANGUARD INDEX FDS | 125,610 | $46.5m | 7.3% |
| DIMENSIONAL ETF TRUST | 923,750 | $41.0m | 6.4% |
| VTIP VANGUARD MALVERN FDS | 791,967 | $39.8m | 6.2% |
| SGOV ISHARES TR | 348,375 | $35.1m | 5.5% |
| VANGUARD MALVERN FDS | 438,604 | $33.9m | 5.3% |
| VEU VANGUARD INTL EQUITY INDEX F | 389,761 | $32.6m | 5.1% |
| VXUS VANGUARD STAR FDS | 356,067 | $30.4m | 4.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 325,334 | $25.7m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731447")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.