§ 13F · FUND PROFILE
Leonard Rickey Investment Advisors P.L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $531M (13F)Positions · 117Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 1.13M | $76M | 13.2% | −1% |
| 2 | SGOV | ISHARES TR | 415K | $42M | 7.2% | +169% |
| 3 | FNDX | SCHWAB STRATEGIC TR | 1.50M | $42M | 7.2% | +1% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 1.00M | $39M | 6.7% | +8% |
| 5 | VTIP | VANGUARD MALVERN FDS | 717K | $36M | 6.2% | +5% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 461K | $35M | 6.0% | −1% |
| 7 | VTI | VANGUARD INDEX FDS | 93K | $30M | 5.2% | −19% |
| 8 | VCRB | VANGUARD MALVERN FDS | 381K | $29M | 5.1% | +229% |
| 9 | VXUS | VANGUARD STAR FDS | 328K | $25M | 4.4% | +4% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 307K | $24M | 4.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEONARD SIGNAL
AC read
Leonard Rickey Investment Advisors P.L.L.C. is a Other fund managing $531 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed