Leonard Rickey Investment Advisors P.L.L.C. - Portfolio overview

Leonard Rickey Investment Advisors P.L.L.C. has 130 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJH - ISHARES TR, 13.15%
2. SGOV - ISHARES TR, 7.19%
3. FNDX - SCHWAB STRATEGIC TR, 7.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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