Notify me when Leonard Rickey Investment Advisors P.L.L.C. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 117 | $531M | +$11M | -$8.24M | +$2.73M | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 14 Oct 2025, 13:49 |
| Q2 2025 | 111 | $501M | +$19.2M | -$27.2M | -$8.01M | IJH, FNDX, VTI, DFAC, VEU | 13F-HR | 14 Jul 2025, 16:22 |
| Q1 2025 | 107 | $464M | +$57.4M | -$12.3M | +$45.2M | IJH, FNDX, VTI, DFAC, VCSH | 13F-HR | 15 Apr 2025, 14:11 |
| Q4 2024 | 108 | $434M | +$41.1M | -$16.9M | +$24.2M | IJH, FNDX, VTI, VEU, VTIP | 13F-HR | 16 Jan 2025, 15:31 |
| Q3 2024 | 109 | $441M | +$8.22M | -$5.7M | +$2.52M | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 15 Oct 2024, 15:20 |
| Q2 2024 | 108 | $417M | +$32M | -$2.27M | +$29.7M | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 24 Jul 2024, 17:09 |
| Q1 2024 | 93 | $387M | +$91.9M | -$4.97M | +$86.9M | IJH, FNDX, VEU, VTI, VTIP | 13F-HR | 18 Apr 2024, 16:42 |
| Q4 2023 | 84 | $337M | +$7.52M | -$2.24M | +$5.28M | IJH, VEU, FNDX, VTIP, BND | 13F-HR | 23 Jan 2024, 13:32 |
| Q3 2023 | 80 | $306M | +$55.4M | -$6.12M | +$49.3M | IJH, VEU, FNDX, VTIP, BND | 13F-HR | 17 Oct 2023, 11:11 |
| Q2 2023 | 70 | $266M | +$4.43M | -$5.13M | -$702K | IJH, VEU, FNDX, VTEB, VTIP | 13F-HR | 27 Jul 2023, 13:07 |
| Q1 2023 | 67 | $256M | +$14.7M | -$5.83M | +$8.86M | IJH, VEU, FNDX, VTEB, VTIP | 13F-HR | 20 Apr 2023, 16:27 |
| Q4 2022 | 67 | $236M | +$30.8M | -$24.5M | +$6.24M | IJH, VEU, FNDX, VTEB, USMV | 13F-HR | 27 Jan 2023, 10:56 |
| Q3 2022 | 59 | $213M | +$3.58M | -$4.66M | -$1.08M | IJH, VEU, VTEB, FNDX, TIP | 13F-HR | 31 Oct 2022, 16:05 |
| Q2 2022 | 66 | $229M | +$10.9M | -$9.23M | +$1.62M | IJH, VEU, VTEB, FNDX, TIP | 13F-HR | 25 Jul 2022, 12:29 |
| Q1 2022 | 69 | $263M | +$9.6M | -$6.35M | +$3.25M | IJH, VEU, VTEB, FNDX, USMV | 13F-HR | 18 Apr 2022, 21:39 |
| Q4 2021 | 73 | $273M | +$24.6M | -$2.73M | +$21.9M | IJH, VEU, VTEB, FNDX, VTI | 13F-HR | 01 Feb 2022, 12:49 |
| Q3 2021 | 70 | $238M | +$13.3M | -$2.85M | +$10.4M | IJH, VTEB, VEU, FNDX, VTI | 13F-HR | 25 Oct 2021, 12:11 |
| Q2 2021 | 71 | $231M | +$16.3M | -$43.3M | -$27M | IJH, VTEB, VEU, FNDX, VTI | 13F-HR | 26 Jul 2021, 20:27 |
| Q1 2021 | 65 | $249M | +$22.2M | -$4.41M | +$17.7M | IJH, VCSH, VTEB, VEU, FNDX | 13F-HR | 06 May 2021, 11:12 |
| Q4 2020 | 64 | $220M | +$39.2M | -$1.44M | +$37.7M | IJH, VCSH, VTEB, VEU, VUG | 13F-HR | 21 Jan 2021, 20:48 |
| Q3 2020 | 57 | $160M | +$9.96M | -$9.94M | +$19.9K | IJH, VTEB, VEU, VUG, VTI | 13F-HR | 16 Oct 2020, 11:51 |
| Q2 2020 | 69 | $154M | +$13.2M | -$8.15M | +$5M | IJH, VTEB, VEU, VUG, VTI | 13F-HR | 21 Jul 2020, 13:14 |
| Q1 2020 | 65 | $129M | +$17.1M | -$30.1M | -$13M | IJH, VTEB, VUG, VEU, VT | 13F-HR | 28 Apr 2020, 16:24 |
| Q4 2019 | 82 | $166M | +$11.2M | -$4.74M | +$6.41M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 07 Jan 2020, 15:15 |
| Q3 2019 | 79 | $150M | +$4.05M | -$2.53M | +$1.52M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 17 Oct 2019, 12:10 |
| Q2 2019 | 77 | $149M | +$9.46M | -$2.2M | +$7.26M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 10 Jul 2019, 14:39 |
| Q1 2019 | 70 | $138M | +$6.35M | -$1.49M | +$4.87M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 10 Apr 2019, 15:00 |
| Q4 2018 | 64 | $121M | +$14.3M | -$13.8M | +$506K | IJH, VTEB, VSS, VT, IJR | 13F-HR | 17 Jan 2019, 16:56 |
| Q3 2018 | 68 | $137M | +$4.38M | -$2.67M | +$1.72M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 23 Oct 2018, 12:37 |
| Q2 2018 | 63 | $132M | +$5.42M | -$2.73M | +$2.69M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 17 Jul 2018, 11:48 |
| Q1 2018 | 61 | $128M | +$4.65M | -$6.5M | -$1.85M | IJH, VTEB, VSS, VT, IJR | 13F-HR | 25 Apr 2018, 14:00 |
| Q4 2017 | 63 | $131M | $0 | $0 | IJH, VTEB, VSS, VT, IJR | 13F-HR | 14 Feb 2018, 15:59 |