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

Total Portfolio Value
$386.99M
Total Bought
$48.80M
Total Sold
$7.11M
Net Transaction
+$41.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR
CORE UNIVRSL USD
41,255233,119+191,8641,90110,6282.75%+8,727
ISHARES GOLD TR(IAU)83,293240,083+156,7903,25110,0862.61%+6,835
ISHARES TR234,0041,175,708+941,70464,85471,41318.45%+6,558
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,59651,327+48,7312184,8461.25%+4,628
VANGUARD INDEX FDS77,55786,204+8,64718,39822,4045.79%+4,006
SCHWAB STRATEGIC TR435,502442,401+6,89926,97529,8137.70%+2,838
VANGUARD BD INDEX FDS256,397286,481+30,08418,85820,8075.38%+1,949
AMAZON COM INC(AMZN)10,90319,289+8,3861,6573,4790.90%+1,823
VANGUARD MALVERN FDS420,071454,263+34,19219,94921,7555.62%+1,805
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
220,000236,273+16,27317,02118,2664.72%+1,245
VANGUARD INTL EQUITY INDEX F488,409486,584-1,82527,41928,5387.37%+1,119
VANGUARD STAR FDS229,155238,697+9,54213,28214,3933.72%+1,112
ISHARES TR
MSCI USA MIN ETF
171,049172,715+1,66613,34714,4363.73%+1,089
ISHARES TR142,563153,563+11,00015,45516,5234.27%+1,068
VANGUARD INDEX FDS37,54636,053-1,49311,67212,4093.21%+737
MICROSOFT CORP(MSFT)12,97912,585-3944,8805,2951.37%+414
BERKSHIRE HATHAWAY INC DEL5,8055,702-1032,0702,3980.62%+327
ISHARES TR0877+87702630.07%+263
BECTON DICKINSON & CO(BDX)01,042+1,04202580.07%+258
VANGUARD INDEX FDS3,4153,618+2031,4921,7390.45%+248
SCHWAB STRATEGIC TR61,61260,526-1,0863,7644,0101.04%+246
ELI LILLY & CO(LLY)0312+31202430.06%+243
ANALOG DEVICES INC(ADI)01,211+1,21102400.06%+240
BANK AMERICA CORP05,969+5,96902260.06%+226
EXXON MOBIL CORP8,3719,141+7708371,0630.27%+226
NVIDIA CORPORATION(NVDA)605566-393005120.13%+212
ISHARES TR01,961+1,96102110.05%+211
QUALCOMM INC(QCOM)01,231+1,23102080.05%+208
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,523+1,52302070.05%+207
MCKESSON CORP(MCK)0384+38402060.05%+206
HOME DEPOT INC(HD)0529+52902030.05%+203
META PLATFORMS INC(META)2,5132,248-2658901,0910.28%+202
MEDTRONIC PLC(MDT)02,309+2,30902010.05%+201
JPMORGAN CHASE & CO(JPM)4,8074,990+1838189990.26%+182
COSTCO WHSL CORP NEW(COST)3,6993,564-1352,4412,6110.67%+170
ISHARES TR
CORE MSCI TOTAL
40,35040,965+6152,6202,7800.72%+160
VANGUARD INDEX FDS10,72310,581-1421,6031,7230.45%+120
VANGUARD WORLD FD17,13416,899-2351,4571,5750.41%+117
VANGUARD INTL EQUITY INDEX F41,96440,130-1,8344,3174,4341.15%+117
VISA INC(V)2,6022,845+2436777940.21%+117
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
131,294132,577+1,2833,2773,3790.87%+102
CARMAX INC(KMX)2,9893,785+7962293300.09%+100
ORACLE CORP(ORCL)3,5853,796+2113784770.12%+99
SCHWAB CHARLES CORP(SCHW)5,6436,683+1,0403884830.12%+95
DISNEY WALT CO(DIS)2,4242,552+1282193120.08%+93
BOOKING HOLDINGS INC(BKNG)188207+196677520.19%+85
WELLS FARGO CO NEW(WFC)4,3935,184+7912163000.08%+84
ELEVANCE HEALTH INC(ELV)772855+833644430.11%+79
MARATHON PETE CORP(MPC)1,3851,391+62052800.07%+75
ISHARES TR40,50438,590-1,9143,4163,4900.90%+74
VANGUARD SPECIALIZED FUNDS5,5495,558+99461,0150.26%+70
VANGUARD TAX-MANAGED FDS24,53624,796+2601,1751,2440.32%+69
ISHARES TR2,1582,077-811,0311,0920.28%+61
ABBVIE INC(ABBV)2,0422,072+303163770.10%+61
VANGUARD INDEX FDS4,7604,806+467838420.22%+60
NOVARTIS AG(NVS)2,8693,578+7092903460.09%+56
COMCAST CORP NEW(CCZ)7,4488,767+1,3193273800.10%+53
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
6,1406,945+8052162670.07%+51
VANGUARD INDEX FDS2,3612,386+255495960.15%+47
GENERAL DYNAMICS CORP(GD)885974+892302750.07%+45
PHILIP MORRIS INTL INC(PM)3,1963,759+5633013440.09%+44
CONOCOPHILLIPS(COP)2,1052,251+1462442870.07%+42
ISHARES TR3,4143,479+653594010.10%+42
BROADCOM INC(AVGO)257243-142873220.08%+35
CHEVRON CORP NEW(CVX)2,5222,604+823764110.11%+35
ISHARES TR11,12710,918-2097117440.19%+33
ISHARES TR3,3433,34302512820.07%+31
PACCAR INC(PCAR)2,3072,058-2492252550.07%+30
IQVIA HLDGS INC(IQV)1,0421,060+182412680.07%+27
ALPHABET INC(GOOG)2,6012,559-423673900.10%+23
ISHARES TR3,3843,275-1093083300.09%+22
BANK NEW YORK MELLON CORP4,0964,025-712132320.06%+19
BIORA THERAPEUTICS INC016,362+16,3620180.00%+18
STRATEGY SHS
DAY HAGAN SMART
7,7427,600-1422762920.08%+16
ISHARES TR
ESG AWRE 1 5 YR
48,85149,290+4391,1961,2070.31%+11
ISHARES TR6,1426,321+1796106190.16%+10
ISHARES TR47,83948,536+6972,0702,0790.54%+9
MASTERCARD INCORPORATED(MA)679613-662902950.08%+5
VANGUARD WELLINGTON FD2,1112,006-1052212240.06%+4
ISHARES TR5,6785,569-1096156160.16%+1
UNION PAC CORP(UNP)85285202092090.05%0
ISHARES TR2,6062,341-2657907890.20%-1
SPDR S&P 500 ETF TR(SPY)(Put)400400052-3
ISHARES TR5,7405,004-7365985870.15%-11
SPDR S&P 500 ETF TR(SPY)2,4802,226-2541,1791,1640.30%-15
ISHARES TR
MSCI GBL SUS DEV
9,5659,561-47757530.19%-23
STARBUCKS CORP(SBUX)6,1996,172-275955640.15%-31
MCDONALDS CORP(MCD)1,0831,028-553212900.07%-31
ALPHABET INC(GOOG)8,2627,421-8411,1541,1200.29%-34
JOHNSON & JOHNSON(JNJ)2,0141,593-4213162520.07%-64
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
87,25473,932-13,3222,2452,1290.55%-116
BOEING CO(BA)2,3582,359+16154550.12%-159
ADOBE INC(ADBE)3450-3452060-206
APPLE INC(AAPL)10,81910,635-1842,0831,8240.47%-259
VANGUARD MUN BD FDS343,889341,231-2,65817,55617,2664.46%-289
TESLA INC(TSLA)2,0930-2,0935200-520
MICRON TECHNOLOGY INC(MU)16,4180-16,4181,4010-1,401
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