Leonard Rickey Investment Advisors P.L.L.C
$644M 13F equity value
132 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Leonard Rickey Investment Advisors P.L.L.C covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IJH | ISHARES TR | 1,048,998 | $75M | 11.7% |
| VTI | VANGUARD INDEX FDS | 130,217 | $49M | 7.6% |
| FNDX | SCHWAB STRATEGIC TR | 1,540,238 | $48M | 7.5% |
| DFAC | DIMENSIONAL ETF TRUST | 931,354 | $41M | 6.4% |
| VTIP | VANGUARD MALVERN FDS | 821,706 | $40M | 6.3% |
| SGOV | ISHARES TR | 382,938 | $39M | 6.0% |
| VCRB | VANGUARD MALVERN FDS | 459,223 | $34M | 5.3% |
| VEU | VANGUARD INTL EQUITY INDEX F | 382,867 | $32M | 4.9% |
| VXUS | VANGUARD STAR FDS | 366,908 | $31M | 4.8% |
| VUG | VANGUARD INDEX FDS | 291,579 | $26M | 4.1% |
Track Leonard Rickey Investment Advisors P.L.L.C's 13F portfolio: $644M in reported holdings, 132 positions. Top holdings and quarterly changes on SentiSense.
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