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

Total Portfolio Value
$500.68M
Total Bought
$39.99M
Total Sold
$38.09M
Net Transaction
+$1.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR077,686+77,68607,8221.56%+7,822
VANGUARD STAR FDS0283,396+283,396019,5803.91%+19,580
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
932,209940,232+8,02329,29933,6986.73%+4,399
ISHARES TR01,162,445+1,162,445072,09514.40%+72,095
VANGUARD INDEX FDS0111,088+111,088033,7636.74%+33,763
VANGUARD MALVERN FDS506,506578,366+71,86025,15329,0745.81%+3,921
VANGUARD INTL EQUITY INDEX F477,712477,262-45028,28532,0826.41%+3,796
SCHWAB STRATEGIC TR01,450,178+1,450,178035,5877.11%+35,587
VANGUARD INDEX FDS042,821+42,821018,7733.75%+18,773
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
481,154492,894+11,74012,32714,6292.92%+2,302
MICROSOFT CORP(MSFT)013,032+13,03206,4821.29%+6,482
VANGUARD BD INDEX FDS0275,245+275,245020,2664.05%+20,266
AMAZON COM INC(AMZN)020,592+20,59204,5180.90%+4,518
MICRON TECHNOLOGY INC(MU)13,79513,79509801,7000.34%+721
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
364,595367,762+3,16728,53029,2375.84%+707
VANGUARD MALVERN FDS77,25983,641+6,3825,8876,4891.30%+602
VANGUARD INTL EQUITY INDEX F38,48037,979-5014,3164,8810.97%+565
ISHARES TR
MSCI USA MIN ETF
176,384176,982+59816,07016,6133.32%+543
META PLATFORMS INC(META)2,3962,447+511,2741,8060.36%+532
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
114,964114,540-4243,1673,6620.73%+495
ISHARES TR
CORE MSCI TOTAL
47,90647,704-2023,2673,6880.74%+421
NVIDIA CORPORATION(NVDA)8,2118,025-1869091,2680.25%+359
ORACLE CORP(ORCL)4,0094,083+745408930.18%+353
SCHWAB STRATEGIC TR182,895179,405-3,4903,9824,3020.86%+321
MARATHON PETE CORP(MPC)01,525+1,52502530.05%+253
JPMORGAN CHASE & CO.(JPM)4,7674,702-651,1191,3630.27%+244
BOOKING HOLDINGS INC(BKNG)184187+38361,0800.22%+244
SERVICENOW INC(NOW)0236+23602430.05%+243
AIRBNB INC01,831+1,83102420.05%+242
AXON ENTERPRISE INC(AXON)0290+29002400.05%+240
AUTODESK INC0757+75702340.05%+234
VANGUARD INDEX FDS3,4343,388-461,7021,9250.38%+223
DIMENSIONAL ETF TRUST
WORLD EX US CORE
07,311+7,31102150.04%+215
BROADCOM INC(AVGO)2,5052,369-1364476530.13%+206
ALPHABET INC(GOOG)8,4108,577+1671,3381,5120.30%+174
ISHARES TR1,9521,978+261,0571,2280.25%+171
SPDR S&P 500 ETF TR(SPY)2,2202,212-81,1971,3660.27%+170
SCHWAB CHARLES CORP(SCHW)8,5679,010+4436598220.16%+163
ISHARES TR2,2302,219-117859420.19%+157
ISHARES TR35,17534,094-1,0813,0703,2260.64%+156
VANGUARD TAX-MANAGED FDS25,53025,102-4281,2761,4310.29%+155
APPLIED MATLS INC1,5902,089+4992303820.08%+153
PHILIP MORRIS INTL INC(PM)4,6734,789+1167368720.17%+136
WELLS FARGO CO NEW(WFC)6,4526,758+3064075410.11%+134
VANGUARD SPECIALIZED FUNDS5,5635,701+1381,0391,1670.23%+128
DISNEY WALT CO(DIS)3,1233,142+192643900.08%+125
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5591,611+522433650.07%+122
TESLA INC(TSLA)02,057+2,05706530.13%+653
BOEING CO(BA)2,2142,217+33534650.09%+112
VANGUARD INDEX FDS4,6654,499-1667588670.17%+110
ANALOG DEVICES INC(ADI)1,4001,487+872503540.07%+104
ISHARES TR4,6854,548-1375856840.14%+99
VANGUARD INDEX FDS10,44010,238-2021,7121,8100.36%+98
VANGUARD INDEX FDS2,3212,340+195736550.13%+82
HEICO CORP NEW(HEI)9751,000+252483280.07%+80
VANGUARD WORLD FD17,34715,673-1,6741,6401,7180.34%+79
BANK NEW YORK MELLON CORP4,9825,094+1123864640.09%+78
BANK AMERICA CORP6,7726,782+102483210.06%+73
VISA INC(V)2,7592,805+469259960.20%+71
MEDTRONIC PLC(MDT)4,2554,861+6063584240.08%+65
ISHARES TR3,1423,164+222863480.07%+62
NOVARTIS AG(NVS)4,4534,528+754875480.11%+61
ALPHABET INC(GOOG)3,3763,397+215456030.12%+57
EXXON MOBIL CORP9,7779,888+1111,0111,0660.21%+55
ISHARES TR3,2923,29203283820.08%+55
ISHARES TR4,2504,215-354104610.09%+51
CONOCOPHILLIPS(COP)4,6925,071+3794064550.09%+49
MASTERCARD INCORPORATED(MA)714729+153664100.08%+44
STRATEGY SHS
DAY HAGAN SMART
7,5817,556-252973400.07%+43
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
5,2005,20002903310.07%+41
TRANSDIGM GROUP INC(TDG)174180+62332740.05%+41
ISHARES TR3,2613,134-1273824230.08%+41
MCKESSON CORP(MCK)525549+243644020.08%+38
GENERAL DYNAMICS CORP(GD)1,1531,223+703213570.07%+35
IQVIA HLDGS INC(IQV)1,3391,505+1662022370.05%+35
UNILEVER PLC(UL)6,5427,167+6254074380.09%+31
STARBUCKS CORP(SBUX)5,6245,527-974815060.10%+26
ISHARES TR10,6529,797-8557057290.15%+25
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
6,1926,169-232372610.05%+24
APPLE INC(AAPL)010,363+10,36302,1260.42%+2,126
SALESFORCE INC(CRM)983997+142502720.05%+21
CENCORA INC807814+72292440.05%+15
CARMAX INC(KMX)4,3294,555+2262923060.06%+14
RTX CORPORATION(RTX)1,8201,703-1172352490.05%+14
VANGUARD WELLINGTON FD1,7471,748+12122240.04%+12
DARDEN RESTAURANTS INC(DRI)1,1391,091-482272380.05%+11
CHEVRON CORP NEW(CVX)1,5001,485-152032130.04%+10
COMCAST CORP NEW(CCZ)8,7128,580-1322983060.06%+9
WALMART INC(WMT)2,8402,815-252692750.05%+6
ISHARES TR6,6906,639-516536590.13%+6
CHECK POINT SOFTWARE TECH LT
ORD
1,2531,270+172762810.06%+5
SCHWAB STRATEGIC TR7,7997,866+672052100.04%+5
ELI LILLY & CO(LLY)358352-62702740.05%+4
ROPER TECHNOLOGIES INC(ROP)452454+22562570.05%+2
SPDR S&P 500 ETF TR(SPY)(Put)0400+400000
BANK AMERICA CORP(Put)0500+500000
SANOFI(SNY)4,7585,095+3372472460.05%-1
COSTCO WHSL CORP NEW(COST)2,7292,689-402,6722,6620.53%-10
PEPSICO INC(PEP)1,8121,937+1252662560.05%-10
JOHNSON & JOHNSON(JNJ)1,5921,527-652462330.05%-12
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