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Portfolio (Quarterly) Guide ↗

Leonard Rickey Investment Advisors P.L.L.C.

· CIK 0001731447
13F Portfolio $577.9B AUM 118 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 43 Added 44 Reduced 8 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 415,043.0 $41.8M 7.23% +261K +169.2% $100.66 -0.1%
2 FNDX SCHWAB STRATEGIC TR 1,500,003.0 $41.8M 7.23% +21K +1.4% $27.85 +8.8%
3 DFAC DIMENSIONAL ETF TRUST 1,000,413.0 $38.9M 6.73% +70K +7.5% $38.86 +10.6%
4 VTIP VANGUARD MALVERN FDS 717,241.0 $35.8M 6.20% +36K +5.2% $49.95 +0.9%
5 VCRB VANGUARD MALVERN FDS 380,816.0 $29.5M 5.10% +265K +229.4% $77.38 -1.1%
6 VXUS VANGUARD STAR FDS 328,487.0 $25.3M 4.38% +12K +3.8% $77.11 +7.8%
7 VCSH VANGUARD SCOTTSDALE FDS 306,891.0 $24.3M 4.21% +5K +1.6% $79.27 -0.6%
8 VUG VANGUARD INDEX FDS 46,248.0 $20.2M 3.50% +2K +4.2% $436.79 -80.0%
9 MUB ISHARES TR 112,382.0 $11.9M 2.06% +4K +3.4% $106.15 -0.0%
10 IUSB ISHARES TR 151,163.0 $7.0M 1.21% +53K +54.7% $46.19 -1.1%
11 VTEB VANGUARD MUN BD FDS 120,502.0 $6.0M 1.04% +3K +2.1% $49.89 -0.1%
12 MSFT MICROSOFT CORP Technology 14,365.0 $5.3M 0.92% +179.0 +1.3% $370.16 +10.6%
13 AMZN AMAZON COM INC Consumer Cyclical 21,992.0 $4.6M 0.79% +531.0 +2.5% $208.27 +26.8%
14 IXUS ISHARES TR 47,173.0 $4.1M 0.71% +568.0 +1.2% $86.64 +7.8%
15 AAPL APPLE INC Technology 11,667.0 $3.0M 0.51% +746.0 +6.8% $253.80 +18.3%
16 CAT CATERPILLAR INC Industrials 3,019.0 $2.1M 0.37% +654.0 +27.6% $708.46 +25.4%
17 EUSB ISHARES TR 42,389.0 $1.8M 0.32% +618.0 +1.5% $43.50 -1.0%
18 ESGV VANGUARD WORLD FD 13,968.0 $1.6M 0.27% +235.0 +1.7% $112.27 +15.7%
19 NVDA NVIDIA CORPORATION Technology 8,015.0 $1.4M 0.24% +68.0 +0.9% $174.40 +35.2%
20 IVV ISHARES TR 2,029.0 $1.3M 0.23% +111.0 +5.8% $653.17 +13.7%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.2%
Technology 25.1%
Consumer Cyclical 10.2%
Communication Services 7.2%
Consumer Defensive 6.3%
Industrials 6.0%
Healthcare 5.9%
Energy 4.4%
Basic Materials 0.6%
Utilities 0.3%