| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 29.3% |
| VANGUARD MUN BD FDS | 27 | Q2 2024 | 20.5% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 14.1% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 5.4% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 6.0% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 5.8% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 16.0% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 3.0% |
| VANGUARD STAR FDS | 27 | Q2 2024 | 4.5% |
View Leonard Rickey Investment Advisors P.L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-25 |
View Leonard Rickey Investment Advisors P.L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.