Leonard Rickey Investment Advisors P.L.L.C.
Q3 2025 13F Holdings
- Locationyakima, WA
- Num holdings
117
- Value ($000)
$531,069
- Date Filed 10/14/2025
- Form type13F-HR
- CIK 0001731447
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P MCP ETF | 464287507 | $74.34M | 14 % | 1,139,147 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $38.00M | 7 % | 1,444,754 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.83M | 7 % | 112,214 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $35.43M | 7 % | 918,611 | ||
V VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $33.87M | 6 % | 474,628 | ||
V VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $30.59M | 6 % | 604,231 | ||
V VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $29.71M | 6 % | 371,738 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $21.81M | 4 % | 296,865 | ||
B VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $20.74M | 4 % | 278,850 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $20.54M | 4 % | 42,828 |
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