Leonard Rickey Investment Advisors P.L.L.C.
Q4 2025 13F Holdings
- Locationyakima, WA
- Num holdings
115
- Value ($000)
$553,048
- Date Filed01/13/2026
- Form type13F-HR
- CIK0001731447
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P MCP ETF | 464287507 | $75.26M | 14 % | 1,140,376 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $40.25M | 7 % | 1,479,354 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $38.49M | 7 % | 114,798 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $36.83M | 7 % | 930,282 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $34.34M | 6 % | 466,879 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $33.71M | 6 % | 681,588 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $24.09M | 4 % | 302,157 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $23.88M | 4 % | 316,607 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $21.65M | 4 % | 44,376 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $20.88M | 4 % | 281,885 |
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