Leonard Rickey Investment Advisors P.L.L.C.
Q4 2024 13F Holdings
- Locationyakima, WA
- Num holdings
107
- Value ($000)
$434,255
- Date Filed01/16/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $75.66M | 17 % | 1,214,275 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $32.95M | 8 % | 1,391,443 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $31.83M | 7 % | 109,815 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $28.28M | 7 % | 492,644 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $23.85M | 6 % | 492,523 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $23.06M | 5 % | 320,719 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $21.56M | 5 % | 276,404 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $20.91M | 5 % | 196,284 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $16.14M | 4 % | 39,320 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $15.72M | 4 % | 266,842 |
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