Leonard Rickey Investment Advisors P.L.L.C.
Q1 2025 13F Holdings
- Locationyakima, WA
- Num holdings
107
- Value ($000)
$463,802
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001731447
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $67.77M | 15 % | 1,230,689 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $31.85M | 7 % | 1,426,942 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $29.50M | 6 % | 111,665 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $29.30M | 6 % | 932,209 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $28.53M | 6 % | 364,595 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $28.29M | 6 % | 477,712 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $25.15M | 5 % | 506,506 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $19.43M | 4 % | 268,223 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $19.39M | 4 % | 187,847 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $16.07M | 4 % | 176,384 |
Rows Per Page
10
- 10
- 50
- 100