Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leonard Rickey Investment Advisors P.L.L.C. (CIK 1731447) reported $636.8M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJH ($80.8M, 12.70%), FNDX ($47.6M, 7.47%), VTI ($46.5M, 7.30%), DFAC ($41.0M, 6.43%), VTIP ($39.8M, 6.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $80.8M | 12.70% | 1.0M | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $47.6M | 7.47% | 1.5M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $46.5M | 7.30% | 125,610 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $41.0M | 6.43% | 923,750 | Trimmed |
| 5 | VTIP | VANGUARD MALVERN FDS | $39.8M | 6.25% | 791,967 | Added |
| 6 | SGOV | ISHARES TR | $35.1M | 5.51% | 348,375 | Trimmed |
| 7 | VCRB | VANGUARD MALVERN FDS | $33.9M | 5.32% | 438,604 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $32.6M | 5.13% | 389,761 | Trimmed |
| 9 | VXUS | VANGUARD STAR FDS | $30.4M | 4.78% | 356,067 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $25.7M | 4.04% | 325,334 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $24.6M | 3.86% | 285,014 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $20.5M | 3.21% | 503,491 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $16.9M | 2.65% | 223,547 | Added |
| 14 | ORR | EA SERIES TRUST | $16.2M | 2.55% | 447,133 | New |
| 15 | MU | MICRON TECHNOLOGY INC | $15.7M | 2.46% | 13,559 | Trimmed |
| 16 | MUB | ISHARES TR | $11.1M | 1.75% | 103,476 | Trimmed |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $5.8M | 0.90% | 36,714 | Trimmed |
| 18 | VTEB | VANGUARD MUN BD FDS | $5.4M | 0.86% | 107,676 | Trimmed |
| 19 | FNDB | SCHWAB STRATEGIC TR | $5.3M | 0.84% | 175,050 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $5.4M | 0.84% | 22,467 | Added |
| 21 | MSFT | MICROSOFT CORP | $5.3M | 0.84% | 14,298 | Trimmed |
| 22 | IUSB | ISHARES TR | $5.0M | 0.78% | 107,688 | Trimmed |
| 23 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $4.8M | 0.76% | 114,471 | Trimmed |
| 24 | IXUS | ISHARES TR | $4.3M | 0.67% | 44,886 | Trimmed |
| 25 | AAPL | APPLE INC | $3.5M | 0.54% | 11,949 | Added |
Source: SEC Form 13F filings · as of 2026-06-30