Leonard Rickey Investment Advisors P.L.L.C.

CIK 0001731447 • 6 13F filings • Apr 15, 2025 – Jul 23, 2026

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Filer information

Filed by: Leonard Rickey Investment Advisors P.L.L.C., CIO
Address: 3908 CREEKSIDE LOOP, SUITE 100, YAKIMA, WA, 98902
Phone: 509-972-3686
AUM: $553.0M

AUM over time

$636.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $463.8M107 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$409K	0.1%	2,286 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%	8,410 SH
ALPHABET INC	CAP STK CL C	$545K	0.1%	3,376 SH
AMAZON COM INC	COM	$3.8M	0.8%	20,675 SH
ANALOG DEVICES INC	COM	$250K	0.1%	1,400 SH
APPLE INC	COM	$2.1M	0.5%	10,386 SH
APPLIED MATLS INC	COM	$230K	0.0%	1,590 SH
BANK AMERICA CORP	COM	$248K	0.1%	6,772 SH
BANK NEW YORK MELLON CORP	COM	$386K	0.1%	4,982 SH
BECTON DICKINSON & CO	COM	$368K	0.1%	1,787 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	0.7%	5,898 SH
BOEING CO	COM	$353K	0.1%	2,214 SH
BOOKING HOLDINGS INC	COM	$836K	0.2%	184 SH
BROADCOM INC	COM	$447K	0.1%	2,505 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.2M	0.7%	114,964 SH
CARMAX INC	COM	$292K	0.1%	4,329 SH
CENCORA INC	COM	$229K	0.0%	807 SH
CHECK POINT SOFTWARE TECH LT	ORD	$276K	0.1%	1,253 SH
CHEVRON CORP NEW	COM	$203K	0.0%	1,500 SH
COMCAST CORP NEW	CL A	$298K	0.1%	8,712 SH
CONOCOPHILLIPS	COM	$406K	0.1%	4,692 SH
COSTCO WHSL CORP NEW	COM	$2.7M	0.6%	2,729 SH
DARDEN RESTAURANTS INC	COM	$227K	0.0%	1,139 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.3M	2.7%	481,154 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$29.3M	6.3%	932,209 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$290K	0.1%	5,200 SH
DISNEY WALT CO	COM	$264K	0.1%	3,123 SH
EBAY INC.	COM	$293K	0.1%	4,436 SH
ELEVANCE HEALTH INC	COM	$523K	0.1%	1,185 SH
ELI LILLY & CO	COM	$270K	0.1%	358 SH
EXXON MOBIL CORP	COM	$1.0M	0.2%	9,777 SH
FISERV INC	COM	$218K	0.0%	1,025 SH
GENERAL DYNAMICS CORP	COM	$321K	0.1%	1,153 SH
HEICO CORP NEW	COM	$248K	0.1%	975 SH
HOME DEPOT INC	COM	$233K	0.1%	652 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$237K	0.1%	6,192 SH
IQVIA HLDGS INC	COM	$202K	0.0%	1,339 SH
ISHARES GOLD TR	ISHARES NEW	$15.9M	3.4%	263,093 SH
ISHARES TR	CORE MSCI TOTAL	$3.3M	0.7%	47,906 SH
ISHARES TR	CORE S&P MCP ETF	$67.8M	14.6%	1,230,689 SH
ISHARES TR	CORE S&P SCP ETF	$410K	0.1%	4,250 SH
ISHARES TR	CORE S&P TTL STK	$382K	0.1%	3,261 SH
ISHARES TR	CORE S&P US GWT	$585K	0.1%	4,685 SH
ISHARES TR	CORE S&P US VLU	$3.1M	0.7%	35,175 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.2%	1,952 SH
ISHARES TR	CORE TOTAL USD	$13.3M	2.9%	292,858 SH
ISHARES TR	CORE US AGGBD ET	$653K	0.1%	6,690 SH
ISHARES TR	ESG ADV TTL USD	$2.1M	0.4%	48,453 SH
ISHARES TR	ESG AWR US AGRGT	$879K	0.2%	18,787 SH
ISHARES TR	ESG AWRE 1 5 YR	$1.2M	0.3%	49,880 SH
ISHARES TR	ESG EAFE ETF	$705K	0.2%	10,652 SH
ISHARES TR	ESG MSCI KLD 400	$328K	0.1%	3,292 SH
ISHARES TR	MSCI USA MIN VOL	$16.1M	3.5%	176,384 SH
ISHARES TR	NATIONAL MUN ETF	$19.4M	4.2%	187,847 SH
ISHARES TR	RUS 1000 GRW ETF	$785K	0.2%	2,230 SH
ISHARES TR	S&P 500 GRWT ETF	$286K	0.1%	3,142 SH
JOHNSON & JOHNSON	COM	$246K	0.1%	1,592 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.2%	4,767 SH
MASTERCARD INCORPORATED	CL A	$366K	0.1%	714 SH
MCDONALDS CORP	COM	$402K	0.1%	1,271 SH
MCKESSON CORP	COM	$364K	0.1%	525 SH
MEDTRONIC PLC	SHS	$358K	0.1%	4,255 SH
META PLATFORMS INC	CL A	$1.3M	0.3%	2,396 SH
MICRON TECHNOLOGY INC	COM	$980K	0.2%	13,795 SH
MICROSOFT CORP	COM	$4.8M	1.0%	12,447 SH
NOVARTIS AG	SPONSORED ADR	$487K	0.1%	4,453 SH
NVIDIA CORPORATION	COM	$909K	0.2%	8,211 SH
ORACLE CORP	COM	$540K	0.1%	4,009 SH
PEPSICO INC	COM	$266K	0.1%	1,812 SH
PHILIP MORRIS INTL INC	COM	$736K	0.2%	4,673 SH
ROPER TECHNOLOGIES INC	COM	$256K	0.1%	452 SH
RTX CORPORATION	COM	$235K	0.1%	1,820 SH
SALESFORCE INC	COM	$250K	0.1%	983 SH
SANOFI	SPONSORED ADR	$247K	0.1%	4,758 SH
SCHWAB CHARLES CORP	COM	$659K	0.1%	8,567 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$4.0M	0.9%	182,895 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$31.8M	6.9%	1,426,942 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$205K	0.0%	7,799 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.3%	2,220 SH
STARBUCKS CORP	COM	$481K	0.1%	5,624 SH
STRATEGY SHS	DAY HAGAN NED	$297K	0.1%	7,581 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$243K	0.1%	1,559 SH
TESLA INC	COM	$535K	0.1%	2,119 SH
TRANSDIGM GROUP INC	COM	$233K	0.1%	174 SH
UNILEVER PLC	SPON ADR NEW	$407K	0.1%	6,542 SH
UNITEDHEALTH GROUP INC	COM	$285K	0.1%	486 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$19.4M	4.2%	268,223 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$758K	0.2%	4,665 SH
VANGUARD INDEX FDS	GROWTH ETF	$15.2M	3.3%	42,047 SH
VANGUARD INDEX FDS	MID CAP ETF	$573K	0.1%	2,321 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.4%	3,434 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$29.5M	6.4%	111,665 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.4%	10,440 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$28.3M	6.1%	477,712 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.3M	0.9%	38,480 SH
VANGUARD MALVERN FDS	CORE BD ETF	$5.9M	1.3%	77,259 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$25.2M	5.4%	506,506 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$11.6M	2.5%	238,162 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$28.5M	6.2%	364,595 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.2%	5,563 SH
VANGUARD STAR FDS	VG TL INTL STK F	$15.1M	3.3%	248,477 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.3%	25,530 SH
VANGUARD WELLINGTON FD	US MINIMUM	$212K	0.0%	1,747 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.6M	0.4%	17,347 SH
VISA INC	COM CL A	$925K	0.2%	2,759 SH
WALMART INC	COM	$269K	0.1%	2,840 SH
WELLS FARGO CO NEW	COM	$407K	0.1%	6,452 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001731447-26-000001	$553.0M	View
Oct 14, 2025	Q3 2025	13F-HR	0001731447-25-000008	$531.1M	View
Jul 23, 2026	Q2 2026