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CIK: 0001731447
Total reported value
$636.8M
$636.8M
107 檔
29.4%
In Q1 2025, Leonard Rickey Investment Advisors P.L.L.C.'s U.S. equity holdings reached a combined market value of $636.8M, distributed across 107 disclosed stock positions.
In Q1 2025, Leonard Rickey Investment Advisors P.L.L.C. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 14.61% | -0.53% | +1.35% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.87% | +0.24% | +2.55% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.36% | +2.12% | +1.68% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.32% | -0.29% | +10981.89% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.15% | -0.17% | +31.91% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.10% | -0.86% | -3.03% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.42% | +0.05% | +2.84% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 4.19% | -0.12% | -16.37% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 4.18% | -0.31% | -4.30% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.46% | -2.66% | +1.19% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 3.44% | -0.59% | +4.32% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 3.29% | +0.36% | +6.94% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.25% | +0.40% | -6.88% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.87% | -0.43% | +19.23% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.66% | +0.19% | +143.69% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.49% | -0.18% | -12.11% | |
| 17 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.27% | +0.22% | +744.08% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.08% | -1.85% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.93% | — | -2.64% | |
| 20 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.86% | +0.01% | -1.12% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.05% | -1.61% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.70% | -0.04% | -1.64% | |
| 23 | CGGO | Cap Group Global Growth | ETF-Other | 0.68% | +0.09% | +1.68% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.02% | -3.91% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.66% | -0.02% | -1.96% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.14% | -10.29% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.03% | -4.65% | |
| 28 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.45% | -0.06% | +0.18% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | -1.07% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +0.70% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.35% | +0.02% | +13.84% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.04% | -0.18% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.02% | +13.48% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | -5.22% | |
| 35 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.27% | -0.05% | +1.81% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.01% | -15.27% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | -6.25% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.03% | -2.06% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | +0.43% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.08% | -0.85% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.21% | +1.65% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.01% | -10.97% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.01% | +4.79% | |
| 44 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.19% | -0.03% | -0.43% | |
| 45 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.18% | — | -17.12% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | +0.01% | -1.46% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | — | +2.57% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.16% | — | -5.37% | |
| 49 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.15% | -0.01% | -1.40% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.14% | -0.01% | -15.95% |
According to official SEC Form 13F filings, Leonard Rickey Investment Advisors P.L.L.C. reported a total U.S. public equity portfolio value of $636.8M across 107 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJH, FNDX, VTI) accounted for 29.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJH
市值: $67.8M
During Q1 2025, Leonard Rickey Investment Advisors P.L.L.C.'s top holdings by market value included IJH (14.6%)、FNDX (6.9%)、VTI (6.4%). The largest single position, IJH, represented 14.6% of total portfolio value.
In Q1 2025, Leonard Rickey Investment Advisors P.L.L.C. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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