HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IJH) |
1,175,708 | +941,704 | $71,412 |
| IJH | 1,175,708 | +941,704 | $71,412 |
| SCHWAB STRATEGIC TR |
442,401 | +6,899 | $29,813 |
| FNDX | 442,401 | +6,899 | $29,813 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
486,584 | -1,825 | $28,538 |
| VEU | 486,584 | -1,825 | $28,538 |
| VANGUARD INDEX FDS (VTI) |
86,204 | +8,647 | $22,404 |
| VTI | 86,204 | +8,647 | $22,404 |
| VANGUARD MALVERN FDS (VTIP) |
454,263 | +34,192 | $21,755 |
| VTIP | 454,263 | +34,192 | $21,755 |
| VANGUARD BD INDEX FDS (BND) |
286,481 | +30,084 | $20,807 |
| BND | 286,481 | +30,084 | $20,807 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
236,273 | +16,273 | $18,266 |
| VCSH | 236,273 | +16,273 | $18,266 |
| VANGUARD MUN BD FDS (VTEB) |
341,231 | -2,658 | $17,266 |
| VTEB | 341,231 | -2,658 | $17,266 |
| ISHARES TR (MUB) |
153,563 | +11,000 | $16,523 |
| MUB | 153,563 | +11,000 | $16,523 |
| ISHARES TR (USMV) |
172,715 | +1,666 | $14,436 |
| USMV | 172,715 | +1,666 | $14,436 |
| VANGUARD STAR FDS (VXUS) |
238,697 | +9,542 | $14,393 |
| VXUS | 238,697 | +9,542 | $14,393 |
| VANGUARD INDEX FDS (VUG) |
36,053 | -1,493 | $12,409 |
| VUG | 36,053 | -1,493 | $12,409 |
| ISHARES TR (IUSB) |
233,119 | +191,864 | $10,628 |
| IUSB | 233,119 | +191,864 | $10,628 |
| ISHARES GOLD TR (IAU) |
240,083 | +156,790 | $10,086 |
| IAU | 240,083 | +156,790 | $10,086 |
| MICROSOFT CORP |
12,585 | -394 | $5,295 |
| MSFT | 12,585 | -394 | $5,295 |
| SELECT SECTOR SPDR TR (XLE) |
51,327 | +48,731 | $4,846 |
| XLE | 51,327 | +48,731 | $4,846 |
| VANGUARD INTL EQUITY INDEX F (VT) |
40,130 | -1,834 | $4,434 |
| VT | 40,130 | -1,834 | $4,434 |
| SCHWAB STRATEGIC TR |
60,526 | -1,086 | $4,010 |
| FNDB | 60,526 | -1,086 | $4,010 |
| ISHARES TR (IUSV) |
38,590 | -1,914 | $3,490 |
| IUSV | 38,590 | -1,914 | $3,490 |
| AMAZON COM INC |
19,289 | +8,386 | $3,479 |
| AMZN | 19,289 | +8,386 | $3,479 |
| DIMENSIONAL ETF TRUST (DFEM) |
132,577 | +1,283 | $3,379 |
| DFEM | 132,577 | +1,283 | $3,379 |
| ISHARES TR (IXUS) |
40,965 | +615 | $2,780 |
| IXUS | 40,965 | +615 | $2,780 |
| COSTCO WHSL CORP NEW |
3,564 | -135 | $2,611 |
| COST | 3,564 | -135 | $2,611 |
 BERKSHIRE HATHAWAY INC DEL |
$2,398 | ||
| BRK.B | 5,702 | -103 | $2,398 |
| CAPITAL GROUP GBL GROWTH EQT |
73,932 | -13,322 | $2,129 |
| CGGO | 73,932 | -13,322 | $2,129 |
| ISHARES TR (EUSB) |
48,536 | +697 | $2,079 |
| EUSB | 48,536 | +697 | $2,079 |
| APPLE INC |
10,635 | -184 | $1,824 |
| AAPL | 10,635 | -184 | $1,824 |
| VANGUARD INDEX FDS (VOO) |
3,618 | +203 | $1,739 |
| VOO | 3,618 | +203 | $1,739 |
| VANGUARD INDEX FDS (VTV) |
10,581 | -142 | $1,723 |
| VTV | 10,581 | -142 | $1,723 |
| VANGUARD WORLD FD (ESGV) |
16,899 | -235 | $1,575 |
| ESGV | 16,899 | -235 | $1,575 |
| VANGUARD TAX MANAGED FDS (VEA) |
24,796 | +260 | $1,244 |
| VEA | 24,796 | +260 | $1,244 |
| ISHARES TR (SUSB) |
49,290 | +439 | $1,207 |
| SUSB | 49,290 | +439 | $1,207 |
| SPDR S&P 500 ETF TR (SPY) |
$1,162 | ||
| SPY | 2,226 | -254 | $1,164 |
| Put | 400 | UNCH | $2 |
| ALPHABET INC |
7,421 | -841 | $1,120 |
| GOOGL | 7,421 | -841 | $1,120 |
| ISHARES TR (IVV) |
2,077 | -81 | $1,092 |
| IVV | 2,077 | -81 | $1,092 |
| META PLATFORMS INC |
2,248 | -265 | $1,091 |
| META | 2,248 | -265 | $1,091 |
| EXXON MOBIL CORP |
9,141 | +770 | $1,063 |
| XOM | 9,141 | +770 | $1,063 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
5,558 | +9 | $1,015 |
| VIG | 5,558 | +9 | $1,015 |
| JPMORGAN CHASE & CO |
4,990 | +183 | $999 |
| JPM | 4,990 | +183 | $999 |
| VANGUARD INDEX FDS (VXF) |
4,806 | +46 | $842 |
| VXF | 4,806 | +46 | $842 |
| VISA INC |
2,845 | +243 | $794 |
| V | 2,845 | +243 | $794 |
| ISHARES TR (IWF) |
2,341 | -265 | $789 |
| IWF | 2,341 | -265 | $789 |
| ISHARES TR (SDG) |
9,561 | -4 | $753 |
| SDG | 9,561 | -4 | $753 |
| BOOKING HOLDINGS INC |
207 | +19 | $752 |
| BKNG | 207 | +19 | $752 |
| ISHARES TR (DMXF) |
10,918 | -209 | $744 |
| DMXF | 10,918 | -209 | $744 |
| ISHARES TR (AGG) |
6,321 | +179 | $619 |
| AGG | 6,321 | +179 | $619 |
| ISHARES TR (IJR) |
5,569 | -109 | $616 |
| IJR | 5,569 | -109 | $616 |
| VANGUARD INDEX FDS (VO) |
2,386 | +25 | $596 |
| VO | 2,386 | +25 | $596 |
| ISHARES TR (IUSG) |
5,004 | -736 | $587 |
| IUSG | 5,004 | -736 | $587 |
| STARBUCKS CORP |
6,172 | -27 | $564 |
| SBUX | 6,172 | -27 | $564 |
See Full List: All Stocks Held By Leonard Rickey Investment Advisors P.L.L.C.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Leonard Rickey Investment Advisors P.L.L.C.
|
Size ($ in 1000's)
At 03/31/2024: $386,985 At 12/31/2023: $337,374 Leonard Rickey Investment Advisors P.L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leonard Rickey Investment Advisors P.L.L.C. 13F filings. Link to 13F filings: SEC filings |
