account_balance
Investment manager · 13F filer · SEC CIK 1731447
Leonard Rickey Investment Advisors P.l.l.c.
Reported value$644Mas of Sep 30, 2026
Positions126 10 new, 6 sold out
Top 10 weight64.7%IJH alone is 12%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IJHiShares Tr
11.7%
VTIVanguard Index FDS
7.6%Added +4%
FNDXSchwab Strategic Tr
7.5%
DFACDimensional ETF Trust
6.4%
VTIPVanguard Malvern FDS
6.3%Added +4%
SGOViShares Tr
6.0%Added +10%
VCRBVanguard Malvern FDS
5.3%Added +5%
VEUVanguard Intl Equity Index F
4.9%
VXUSVanguard Star FDS
4.8%Added +3%
VUGVanguard Index FDS
4.1%Added +2%
VCSHVanguard Scottsdale FDS
4.0%
DFEMDimensional ETF Trust
3.2%Added +2%
IJHiShares Tr
11.7%
VTIVanguard Index FDS
7.6%+4%
FNDXSchwab Strategic Tr
7.5%
DFACDimensional ETF Trust
6.4%
VTIPVanguard Malvern FDS
6.3%+4%
SGOViShares Tr
6.0%
VCRBVanguard Malvern FDS
5.3%
VEUVanguard Intl Equity Index F
4.9%
VXUSVanguard Star FDS
4.8%
VUG4.1%
VCSH4.0%
DFEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IJH iShares Tr 11.7% Held
VTI Vanguard Index FDS 7.6% Added +4%
FNDX Schwab Strategic Tr 7.5% Held
DFAC Dimensional ETF Trust 6.4% Held
VTIP Vanguard Malvern FDS 6.3% Added +4%
SGOV iShares Tr 6.0% Added +10%
VCRB Vanguard Malvern FDS 5.3% Added +5%
VEU Vanguard Intl Equity Index F 4.9% Held
VXUS Vanguard Star FDS 4.8% Added +3%
VUG Vanguard Index FDS 4.1% Added +2%
VCSH Vanguard Scottsdale FDS 4.0% Held
DFEM Dimensional ETF Trust 3.2% Added +2%
What changed
Biggest moves since Jun 30, 2026
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