$266 Million is the total value of Leonard Rickey Investment Advisors P.L.L.C.'s 70 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORPORATION | $345,712 | – | 817 | +100.0% | 0.13% | – |
| CVX | New | CHEVRON CORP NEW | $269,675 | – | 1,714 | +100.0% | 0.10% | – |
| AVGO | New | BROADCOM INC | $234,013 | – | 270 | +100.0% | 0.09% | – |
| KMX | New | CARMAX INC | $226,911 | – | 2,711 | +100.0% | 0.08% | – |
| IQV | New | IQVIA HLDGS INC | $217,128 | – | 966 | +100.0% | 0.08% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $212,572 | – | 3,016 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
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.