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 $577.9M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJH ($76.4M, 13.23%), FNDX ($41.8M, 7.23%), SGOV ($41.8M, 7.23%), DFAC ($38.9M, 6.73%), VTIP ($35.8M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $76.4M | 13.23% | 1.1M | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $41.8M | 7.23% | 1.5M | Added |
| 3 | SGOV | ISHARES TR | $41.8M | 7.23% | 415,043 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $38.9M | 6.73% | 1.0M | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $35.8M | 6.20% | 717,241 | Added |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $34.6M | 5.99% | 461,115 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $29.9M | 5.18% | 93,285 | Trimmed |
| 8 | VCRB | VANGUARD MALVERN FDS | $29.5M | 5.10% | 380,816 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $25.3M | 4.38% | 328,487 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $24.3M | 4.21% | 306,891 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $20.2M | 3.50% | 46,248 | Added |
| 12 | IAU | ISHARES GOLD TR | $18.7M | 3.24% | 212,540 | Trimmed |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $17.5M | 3.02% | 505,934 | Added |
| 14 | USMV | ISHARES TR | $15.7M | 2.73% | 169,816 | Trimmed |
| 15 | MUB | ISHARES TR | $11.9M | 2.06% | 112,382 | Added |
| 16 | IUSB | ISHARES TR | $7.0M | 1.21% | 151,163 | Added |
| 17 | VTEB | VANGUARD MUN BD FDS | $6.0M | 1.04% | 120,502 | Added |
| 18 | MSFT | MICROSOFT CORP | $5.3M | 0.92% | 14,365 | Added |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $5.2M | 0.90% | 37,404 | Trimmed |
| 20 | FNDB | SCHWAB STRATEGIC TR | $4.8M | 0.83% | 175,333 | Trimmed |
| 21 | MU | MICRON TECHNOLOGY INC | $4.7M | 0.81% | 13,788 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $4.6M | 0.79% | 21,992 | Added |
| 23 | IXUS | ISHARES TR | $4.1M | 0.71% | 47,173 | Added |
| 24 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.9M | 0.67% | 115,810 | Trimmed |
| 25 | IUSV | ISHARES TR | $3.2M | 0.56% | 31,663 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31