Leonard Rickey Investment Advisors P.L.L.C.
Q1 2026 13F Holdings
- Locationyakima, WA
- Num holdings
118
- Value ($000)
$577,874
- Date Filed 04/08/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P MCP ETF | 464287507 | $76.43M | 13 % | 1,131,756 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $41.78M | 7 % | 415,043 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $41.78M | 7 % | 1,500,003 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $38.88M | 7 % | 1,000,413 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $35.83M | 6 % | 717,241 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $34.63M | 6 % | 461,115 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $29.93M | 5 % | 93,285 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $29.47M | 5 % | 380,816 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $25.33M | 4 % | 328,487 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $24.33M | 4 % | 306,891 |
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