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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJH ISHARES TR 1,131,756.0 $76.4M 13.23% -9K -0.8% $67.53 +6.8%
2 SGOV ISHARES TR 415,043.0 $41.8M 7.23% +261K +169.2% $100.66 -0.1%
3 FNDX SCHWAB STRATEGIC TR 1,500,003.0 $41.8M 7.23% +21K +1.4% $27.85 +9.1%
4 DFAC DIMENSIONAL ETF TRUST 1,000,413.0 $38.9M 6.73% +70K +7.5% $38.86 +10.6%
5 VTIP VANGUARD MALVERN FDS 717,241.0 $35.8M 6.20% +36K +5.2% $49.95 +0.8%
6 VEU VANGUARD INTL EQUITY INDEX F 461,115.0 $34.6M 5.99% -6K -1.2% $75.10 +8.5%
7 VTI VANGUARD INDEX FDS 93,285.0 $29.9M 5.18% -22K -18.7% $320.81 +13.0%
8 VCRB VANGUARD MALVERN FDS 380,816.0 $29.5M 5.10% +265K +229.4% $77.38 -1.2%
9 VXUS VANGUARD STAR FDS 328,487.0 $25.3M 4.38% +12K +3.8% $77.11 +8.3%
10 VCSH VANGUARD SCOTTSDALE FDS 306,891.0 $24.3M 4.21% +5K +1.6% $79.27 -0.6%
11 VUG VANGUARD INDEX FDS 46,248.0 $20.2M 3.50% +2K +4.2% $436.79 -80.1%
12 IAU ISHARES GOLD TR Financial Services 212,540.0 $18.7M 3.24% -40K -15.8% $88.16 -2.7%
13 DFEM DIMENSIONAL ETF TRUST 505,934.0 $17.5M 3.02% $34.55 +13.3%
14 USMV ISHARES TR 169,816.0 $15.7M 2.73% -7K -3.8% $92.74 +3.5%
15 MUB ISHARES TR 112,382.0 $11.9M 2.06% +4K +3.4% $106.15 -0.1%
16 IUSB ISHARES TR 151,163.0 $7.0M 1.21% +53K +54.7% $46.19 -1.1%
17 VTEB VANGUARD MUN BD FDS 120,502.0 $6.0M 1.04% +3K +2.1% $49.89 -0.1%
18 MSFT MICROSOFT CORP Technology 14,365.0 $5.3M 0.92% +179.0 +1.3% $370.16 +14.0%
19 VT VANGUARD INTL EQUITY INDEX F 37,404.0 $5.2M 0.90% -298.0 -0.8% $138.32 +11.1%
20 FNDB SCHWAB STRATEGIC TR 175,333.0 $4.8M 0.82% -1K -0.6% $27.20 +9.0%
Page 1 of 6  ·  118 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%