HoldingsChannel.com
Leonard Rickey Investment Advisors P.L.L.C. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IJH) 151,876 +5,656 $31,259
     IJH151,876+5,656$31,259
VANGUARD MUN BD FD INC (VTEB) 476,089 +31,391 $25,490
     VTEB476,089+31,391$25,490
VANGUARD INTL EQUITY INDEX F (VSS) 106,723 -5,455 $11,857
     VSS106,723-5,455$11,857
VANGUARD INTL EQUITY INDEX F (VT) 103,704 -3,975 $8,399
     VT103,704-3,975$8,399
ISHARES TR (IJR) 91,364 +3,163 $7,661
     IJR91,364+3,163$7,661
VANGUARD INTL EQUITY INDEX F (VEU) 140,930 +15,975 $7,575
     VEU140,930+15,975$7,575
VANGUARD INDEX FDS (VUG) 40,055 +1,281 $7,297
     VUG40,055+1,281$7,297
VANGUARD INDEX FDS (VTI) 33,267 +2,451 $5,443
     VTI33,267+2,451$5,443
ISHARES TR (MUB) 46,070 +1,095 $5,248
     MUB46,070+1,095$5,248
SCHWAB STRATEGIC TR 90,973 +563 $3,834
     FNDB90,973+563$3,834
SCHWAB STRATEGIC TR 82,665 -616 $3,528
     FNDX82,665-616$3,528
ISHARES TR (IUSV) 54,238 +2,032 $3,418
     IUSV54,238+2,032$3,418
VANGUARD SCOTTSDALE FDS (VCSH) 41,864 +9,885 $3,392
     VCSH41,864+9,885$3,392
VANGUARD WHITEHALL FDS INC (VWOB) 35,042 +18,393 $2,853
     VWOB35,042+18,393$2,853
VANGUARD BD INDEX FD INC (BND) 30,413 +3,670 $2,550
     BND30,413+3,670$2,550
MICROSOFT CORP 11,725 +434 $1,849
     MSFT11,725+434$1,849
ISHARES TR (IXUS) 29,010 +302 $1,796
     IXUS29,010+302$1,796
VANGUARD INDEX FDS (VXF) 14,058 +831 $1,771
     VXF14,058+831$1,771
ISHARES TR (AAXJ) 22,322 -247 $1,641
     AAXJ22,322-247$1,641
MICRON TECHNOLOGY INC 27,000 UNCH $1,452
     MU27,000UNCH$1,452
VANGUARD INDEX FDS (VB) 8,591 -58 $1,423
     VB8,591-58$1,423
ISHARES TR (IJJ) 8,181 +65 $1,397
     IJJ8,181+65$1,397
VANGUARD INDEX FDS (VTV) 11,557 -21 $1,385
     VTV11,557-21$1,385
SCHWAB STRATEGIC TR 38,952 -4,870 $1,126
     FNDF38,952-4,870$1,126
APPLE INC 3,111 -8 $914
     AAPL3,111-8$914
ISHARES TR (IJK) 3,770 -6 $898
     IJK3,770-6$898
SPDR S&P 500 ETF TR (SPY)      $829
     SPY2,609+256$840
     Put3,200+3,200$11
BERKSHIRE HATHAWAY INC DEL      $810
     BRK.B3,576-144$810
ISHARES TR (IVV) 2,497 +36 $807
     IVV2,497+36$807
ISHARES TR (IWF) 4,362 -172 $767
     IWF4,362-172$767
VANGUARD INDEX FDS (VO) 3,856 +120 $687
     VO3,856+120$687
VANGUARD GROUP (VIG) 5,476 +1 $683
     VIG5,476+1$683
INVESCO EXCHANGE TRADED FD T (PRF) 5,056 -234 $641
     PRF5,056-234$641
VANGUARD WORLD FD (ESGV) 10,613 +6,554 $600
     ESGV10,613+6,554$600
AMAZON COM INC 308 -51 $569
     AMZN308-51$569
VANGUARD INDEX FDS (VOO) 1,898 +32 $561
     VOO1,898+32$561
FACEBOOK INC 2,268 +28 $466
     FB2,268+28$466
VANGUARD INDEX FDS (VNQ) 4,761 +998 $442
     VNQ4,761+998$442
ISHARES TR (IUSG) 6,337 +407 $429
     IUSG6,337+407$429
VANGUARD STAR FD (VXUS) 7,455 +703 $415
     VXUS7,455+703$415
INVESCO EXCHNG TRADED FD TR (SPLV) 6,933 -245 $404
     SPLV6,933-245$404
BRISTOL MYERS SQUIBB CO 5,864 +1,404 $376
     BMY5,864+1,404$376
ISHARES TR (IHI) 1,387 -31 $367
     IHI1,387-31$367
PIMCO ETF TR (MINT) 3,561 -8,385 $362
     MINT3,561-8,385$362
LYONDELLBASELL INDUSTRIES N 3,698 -63 $349
     LYB3,698-63$349
BOEING CO 1,059 +48 $345
     BA1,059+48$345
ISHARES TR (EMB) 3,005 -4,083 $344
     EMB3,005-4,083$344
JPMORGAN CHASE & CO 2,447 +130 $341
     JPM2,447+130$341
ISHARES TR (AGG) 2,887 -365 $324
     AGG2,887-365$324
ISHARES TR (SDG) 4,951 +4,951 $324
     SDG4,951+4,951$324

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 12/31/2019: $165,632
At 09/30/2019: $150,377

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

Leonard Rickey Investment Advisors P.L.L.C. Top Holdings 13F Filings | www.HoldingsChannel.com

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