$263 Million is the total value of Leonard Rickey Investment Advisors P.L.L.C.'s 70 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GD | New | GENERAL DYNAMICS CORP | $230,000 | – | 952 | +100.0% | 0.09% | – |
| IAU | New | ISHARES GOLD TRishares new | $229,000 | – | 6,223 | +100.0% | 0.09% | – |
| PM | New | PHILIP MORRIS INTL INC | $228,000 | – | 2,422 | +100.0% | 0.09% | – |
| XLE | New | SELECT SECTOR SPDR TRput | $0 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 29.3% |
| VANGUARD MUN BD FDS | 24 | Q3 2023 | 20.5% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 14.1% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 5.4% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 5.1% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 5.8% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 16.0% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 3.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 1.8% |
View Leonard Rickey Investment Advisors P.L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-01 |
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.