HoldingsChannel.com
Leonard Rickey Investment Advisors P.L.L.C. Top Holdings
As of  06/30/2022, below is a summary of the Leonard Rickey Investment Advisors P.L.L.C. top holdings by largest position size, as per the latest 13f filing made by Leonard Rickey Investment Advisors P.L.L.C.. In the Leonard Rickey Investment Advisors P.L.L.C.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Leonard Rickey Investment Advisors P.L.L.C. in that top holding, then the share count change between reporting periods, and finally the Leonard Rickey Investment Advisors P.L.L.C. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IJH) 239,585 -13,099 $54,201
     IJH239,585-13,099$54,201
VANGUARD INTL EQUITY INDEX F (VEU) 577,156 -3,718 $28,835
     VEU577,156-3,718$28,835
VANGUARD MUN BD FDS (VTEB) 529,177 -61,867 $26,416
     VTEB529,177-61,867$26,416
SCHWAB STRATEGIC TR 374,325 +65,151 $19,053
     FNDX374,325+65,151$19,053
ISHARES TR (TIP) 118,060 +47,113 $13,448
     TIP118,060+47,113$13,448
ISHARES TR (USMV) 171,804 +1,340 $12,062
     USMV171,804+1,340$12,062
VANGUARD INDEX FDS (VTI) 50,688 +1,409 $9,561
     VTI50,688+1,409$9,561
VANGUARD INDEX FDS (VUG) 32,304 -433 $7,200
     VUG32,304-433$7,200
ISHARES TR (MUB) 59,417 -2,477 $6,320
     MUB59,417-2,477$6,320
VANGUARD INTL EQUITY INDEX F (VT) 49,184 +5 $4,197
     VT49,184+5$4,197
ISHARES TR (IUSV) 50,305 +1,154 $3,364
     IUSV50,305+1,154$3,364
SCHWAB STRATEGIC TR 64,353 +847 $3,232
     FNDB64,353+847$3,232
VANGUARD STAR FDS (VXUS) 60,817 +3,005 $3,139
     VXUS60,817+3,005$3,139
MICROSOFT CORP 11,408 +2 $2,930
     MSFT11,408+2$2,930
ISHARES TR (IXUS) 42,924 -2,514 $2,448
     IXUS42,924-2,514$2,448
ISHARES TR (EUSB) 45,670 -8,180 $2,009
     EUSB45,670-8,180$2,009
APPLE INC 12,500 -950 $1,709
     AAPL12,500-950$1,709
BERKSHIRE HATHAWAY INC DEL      $1,624
     BRK.B5,948-111$1,624
VANGUARD SCOTTSDALE FDS (VCSH) 21,099 -6,078 $1,609
     VCSH21,099-6,078$1,609
VANGUARD INDEX FDS (VTV) 11,344 -144 $1,496
     VTV11,344-144$1,496
VANGUARD INDEX FDS (VOO) 3,743 -61 $1,298
     VOO3,743-61$1,298
AMAZON COM INC 11,611 +11,032 $1,233
     AMZN11,611+11,032$1,233
ISHARES TR (SUSB) 46,084 +765 $1,110
     SUSB46,084+765$1,110
ISHARES TR (IVV) 2,920 +7 $1,107
     IVV2,920+7$1,107
VANGUARD WORLD FD (ESGV) 16,439 +396 $1,092
     ESGV16,439+396$1,092
SPDR S&P 500 ETF TR (SPY) 2,852 -167 $1,076
     SPY2,852-167$1,076
ALPHABET INC 452 -11 $985
     GOOGL452-11$985
VANGUARD TAX MANAGED INTL FD (VEA) 24,135 -2,402 $985
     VEA24,135-2,402$985
MICRON TECHNOLOGY INC 16,000 UNCH $884
     MU16,000UNCH$884
VANGUARD SPECIALIZED FUNDS (VIG) 5,335 +3 $765
     VIG5,335+3$765
VANGUARD INDEX FDS (VXF) 5,537 -362 $726
     VXF5,537-362$726
COSTCO WHSL CORP NEW 1,499 +398 $719
     COST1,499+398$719
ISHARES TR (SDG) 8,278 +199 $661
     SDG8,278+199$661
ISHARES TR (IWF) 2,982 +21 $652
     IWF2,982+21$652
EXXON MOBIL CORP 6,871 -385 $588
     XOM6,871-385$588
VANGUARD INDEX FDS (VO) 2,949 -14 $581
     VO2,949-14$581
ISHARES INC (IEMG) 10,680 -533 $524
     IEMG10,680-533$524
TESLA INC 778 -56 $524
     TSLA778-56$524
ISHARES TR (IUSG) 5,936 -295 $497
     IUSG5,936-295$497
ISHARES TR (IJR) 5,254 +100 $486
     IJR5,254+100$486
ISHARES TR (DMXF) 9,230 +158 $481
     DMXF9,230+158$481
META PLATFORMS INC 2,926 +116 $472
     FB2,926+116$472
VISA INC 2,198 -143 $433
     V2,198-143$433
ENBRIDGE INC 9,803 +169 $414
     ENB9,803+169$414
JPMORGAN CHASE & CO 3,563 +54 $401
     JPM3,563+54$401
ISHARES TR (IUSB) 8,075 -5,745 $378
     IUSB8,075-5,745$378
ISHARES TR (ITOT) 3,755 -152 $315
     ITOT3,755-152$315
BOOKING HOLDINGS INC 175 +3 $306
     BKNG175+3$306
STARBUCKS CORP 3,944 +8 $301
     SBUX3,944+8$301
ISHARES TR (DSI) 3,963 UNCH $285
     DSI3,963UNCH$285

See Full List: All Stocks Held By Leonard Rickey Investment Advisors P.L.L.C.
Including:
     • 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 06/30/2022: $228,701
At 03/31/2022: $262,558

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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