Fund HoldingsLeonard Rickey Investment Advisors P.L.L.C.

Total Portfolio Value
$636.67M
Total Bought
$151.63M
Total Sold
$137.18M
Net Transaction
+$14.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0923,750+923,750040,9786.44%+40,978
ISHARES TR0348,375+348,375035,0715.51%+35,071
VANGUARD INDEX FDS0125,610+125,610046,4817.30%+46,481
EA SERIES TRUST
MILI LONG SH ETF
0447,133+447,133016,2402.55%+16,240
MICRON TECHNOLOGY INC(MU)13,78813,559-2294,65815,6512.46%+10,993
SCHWAB STRATEGIC TR1,500,0031,530,215+30,21241,77547,5907.47%+5,815
VANGUARD STAR FDS328,487356,067+27,58025,33030,4404.78%+5,110
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0114,471+114,47104,8460.76%+4,846
ISHARES TR1,131,7561,048,475-83,28176,42780,84812.70%+4,420
VANGUARD MALVERN FDS380,816438,604+57,78829,46833,8755.32%+4,407
VANGUARD INDEX FDS0285,014+285,014024,5513.86%+24,551
VANGUARD MALVERN FDS717,241791,967+74,72635,82639,7806.25%+3,954
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
505,934503,491-2,44317,48020,4623.21%+2,982
ISHARES TR038,808+38,80801,6860.26%+1,686
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
306,891325,334+18,44324,32725,7114.04%+1,384
CATERPILLAR INC(CAT)3,0193,018-12,1393,2140.50%+1,076
AMAZON COM INC(AMZN)022,467+22,46705,3550.84%+5,355
VANGUARD INTL EQUITY INDEX F036,714+36,71405,7620.91%+5,762
APPLIED MATLS INC2,3971,934-4638191,3980.22%+579
SCHWAB STRATEGIC TR175,333175,050-2834,7695,3320.84%+563
APPLE INC(AAPL)11,66711,949+2822,9613,4580.54%+496
ALPHABET INC(GOOG)07,684+7,68402,7460.43%+2,746
AMERICAN CENTY ETF TR05,840+5,84004780.08%+478
INTERCONTINENTAL EXCHANGE IN(ICE)03,782+3,78204660.07%+466
ISHARES TR03,261+3,26104640.07%+464
ISHARES TR
MSCI USA MIN ETF
04,631+4,63104470.07%+447
INTEL CORP(INTC)02,689+2,68903750.06%+375
THERMO FISHER SCIENTIFIC INC(TMO)0660+66003310.05%+331
ISHARES TR2,0292,193+1641,3251,6430.26%+317
ADVANCED MICRO DEVICES INC(AMD)0512+51202970.05%+297
VANGUARD WORLD FD13,96814,034+661,5681,8560.29%+288
S&P GLOBAL INC(SPGI)0642+64202620.04%+262
AMRIZE LTD(AMRZ)04,848+4,84802580.04%+258
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,8641,826-386308720.14%+242
LAM RESEARCH CORP(LRCX)1,1051,095-102364740.07%+238
REVVITY INC(RVTY)01,980+1,98002200.03%+220
AXOS FINANCIAL INC(AX)02,213+2,21302160.03%+216
FERGUSON ENTERPRISES INC(FERG)0903+90302140.03%+214
AMPHENOL CORP01,206+1,20602130.03%+213
ALPHABET INC(GOOG)3,3833,345-389701,1820.19%+212
QUALCOMM INC(QCOM)01,129+1,12902090.03%+209
VANGUARD INDEX FDS9,6129,610-21,8862,0940.33%+208
VERTEX PHARMACEUTICALS INC(VRTX)0419+41902080.03%+208
BERKSHIRE HATHAWAY INC DEL6,2776,425+1483,0083,2150.50%+207
VANGUARD MUN BD FDS02,710+2,71002070.03%+207
ISHARES TR
CORE MSCI TOTAL
47,17344,886-2,2874,0874,2840.67%+197
ISHARES TR4,2104,829+6195237160.11%+193
BROADCOM INC(AVGO)2,5862,617+318009890.16%+188
ISHARES TR31,66330,945-7183,2383,4090.54%+171
NVIDIA CORPORATION(NVDA)8,0157,802-2131,3981,5610.25%+163
STATE STR SPDR S&P 500 ETF T(SPY)02,008+2,00801,4990.24%+1,499
ISHARES TR2,1888,751+6,5639331,0870.17%+154
ELI LILLY & CO(LLY)396429+333645140.08%+150
CISCO SYS INC(CSCO)3,0143,267+2532343840.06%+150
ISHARES TR4,5614,528-337088520.13%+144
ELEVANCE HEALTH INC FORMERLY(ELV)1,4631,474+114285700.09%+142
VANGUARD INDEX FDS02,964+2,96402,0360.32%+2,036
VISA INC(V)02,884+2,88409900.16%+990
VANGUARD SPECIALIZED FUNDS5,7385,743+51,2341,3590.21%+125
BOOKING HOLDINGS INC(BKNG)05,485+5,48509780.15%+978
ANALOG DEVICES INC(ADI)1,6921,590-1025386310.10%+93
BANK OF NY MELLON CORP5,0744,782-2926026910.11%+90
HEICO CORP NEW(HEI)1,0971,088-93013880.06%+87
VANGUARD INDEX FDS4,0783,759-3198399260.15%+86
BECTON DICKINSON & CO(BDX)3,1843,868+6845015850.09%+85
AON PLC(AON)709934+2252293100.05%+81
PHILIP MORRIS INTL INC(PM)5,7485,695-539501,0300.16%+80
ISHARES TR3,1643,160-43584350.07%+77
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
5,3755,442+673824480.07%+66
STRATEGY SHS
DAY HAGAN SMART
6,8676,932+653213830.06%+63
JPMORGAN CHASE & CO(JPM)04,393+4,39301,4380.23%+1,438
ISHARES TR2,9132,897-164154760.07%+61
UNION PAC CORP(UNP)838971+1332032640.04%+61
CATERPILLAR INC(CAT)(Put)01,000+1,000047+47
INTEL CORP(INTC)(Put)01,900+1,900047+47
JOHNSON CONTROLS INTERNATION
SHS
1,5891,736+1472082540.04%+46
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
5,3505,450+1002542940.05%+40
AIRBNB INC1,6571,721+642092460.04%+37
EXXON MOBIL CORP(Put)01,800+1,800033+33
SCHWAB STRATEGIC TR8,5919,840+1,2492292610.04%+32
ISHARES TR8,2327,715-5176216530.10%+32
BOEING CO(BA)2,2922,250-424564870.08%+31
IQVIA HLDGS INC(IQV)1,9731,898-753363670.06%+30
GENERAL DYNAMICS CORP(GD)1,4441,480+364965240.08%+29
VANGUARD TAX-MANAGED FDS21,59119,781-1,8101,3841,4090.22%+26
DIMENSIONAL ETF TRUST
WORLD EX US CORE
8,6038,609+62923170.05%+25
TRANSDIGM GROUP INC(TDG)208199-92412650.04%+24
JOHNSON & JOHNSON(JNJ)1,3621,406+443333570.06%+24
NOVARTIS AG(NVS)4,6024,626+247037250.11%+22
VANGUARD WELLINGTON FD1,5851,58502132350.04%+22
VANGUARD INDEX FDS2,0417,542+5,5015866080.10%+21
AMEREN CORP(AEE)1,8571,977+1202042230.04%+19
MARATHON PETE CORP(MPC)1,4131,425+123453640.06%+19
MICROSOFT CORP(MSFT)014,298+14,29805,3330.84%+5,333
UNILEVER PLC(UL)6,3866,239-1473643750.06%+11
DANAHER CORP DEL(DHR)1,2721,314+422412500.04%+9
DISNEY WALT CO(DIS)3,1353,211+763023090.05%+7
MASTERCARD INCORPORATED(MA)702683-193513510.06%-0
PEPSICO INC(PEP)1,9682,239+2713063030.05%-2
RTX CORPORATION(RTX)1,7451,743-23373310.05%-6
Page 1 of 1