§ 13F · FUND PROFILE
Leonard Rickey Investment Advisors P.L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $531.1T (13F)Positions · 117Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 1.14M | $75.3T | 13.6% | ±0% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 1.48M | $40.3T | 7.3% | +2% |
| 3 | VTI | VANGUARD INDEX FDS | 115K | $38.5T | 7.0% | +2% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 930K | $36.8T | 6.7% | +1% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 467K | $34.3T | 6.2% | −2% |
| 6 | VTIP | VANGUARD MALVERN FDS | 682K | $33.7T | 6.1% | +13% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 302K | $24.1T | 4.4% | −19% |
| 8 | VXUS | VANGUARD STAR FDS | 317K | $23.9T | 4.3% | +7% |
| 9 | VUG | VANGUARD INDEX FDS | 44K | $21.6T | 3.9% | +4% |
| 10 | BND | VANGUARD BD INDEX FDS | 282K | $20.9T | 3.8% | +1% |
§ 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 $531069.1 trillion in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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