Leonard Rickey Investment Advisors P.L.L.C.
CIK: 0001731447SEC EDGAR →
Portfolio Value
$538K
Holdings
115
As of
Q4 2025
New Positions
6
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,140,376 | $75K | 13.98% |
| 2 | SCHWAB STRATEGIC TR | 1,479,354 | $40K | 7.48% |
| 3 | VANGUARD INDEX FDS | 114,798 | $38K | 7.15% |
| 4 | DIMENSIONAL ETF TRUST | 930,282 | $37K | 6.84% |
| 5 | VANGUARD INTL EQUITY INDEX F | 466,879 | $34K | 6.38% |
| 6 | VANGUARD MALVERN FDS | 681,588 | $34K | 6.26% |
| 7 | VANGUARD SCOTTSDALE FDS | 302,157 | $24K | 4.48% |
| 8 | VANGUARD STAR FDS | 316,607 | $24K | 4.44% |
| 9 | VANGUARD INDEX FDS | 44,376 | $22K | 4.02% |
| 10 | VANGUARD BD INDEX FDS | 281,885 | $21K | 3.88% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $475K | 88.3% |
| Unknown | 6 | $23K | 4.2% |
| Technology | 14 | $20K | 3.7% |
| Consumer Cyclical | 7 | $7K | 1.3% |
| Communication Services | 5 | $4K | 0.8% |
| Healthcare | 10 | $4K | 0.8% |
| Energy | 4 | $2K | 0.4% |
| Industrials | 6 | $2K | 0.3% |
| Consumer Defensive | 4 | $1K | 0.2% |
| Basic Materials | 1 | $206 | 0.0% |