Leonard Rickey Investment Advisors P.L.L.C.
Q2 2025 13F Holdings
- Locationyakima, WA
- Num holdings
113
- Value ($000)
$500,683
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $72.09M | 14 % | 1,162,445 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $35.59M | 7 % | 1,450,178 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.76M | 7 % | 111,088 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $33.70M | 7 % | 940,232 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $32.08M | 6 % | 477,262 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $29.24M | 6 % | 367,762 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $29.07M | 6 % | 578,366 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $20.27M | 4 % | 275,245 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $19.58M | 4 % | 283,396 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $18.77M | 4 % | 42,821 |
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