Leonard Rickey Investment Advisors P.L.L.C. ETF holdings
Yakima, WA
Reported $562.5M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$562.5M
ETFs held
51
Change from prior quarter
+7.9%
With price moves
ETFs as a share of its 13F
88.3%
of $636.7M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $80.8M | 1,048,475 | −83,281 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $47.6M | 1,530,215 | +30,212 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $46.5M | 125,610 | +32,325 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $41.0M | 923,750 | −76,663 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $39.8M | 791,967 | +74,726 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $35.1M | 348,375 | −66,668 shares |
| VCRB | Vanguard Core Bond ETF | $33.9M | 438,604 | +57,788 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $32.6M | 389,761 | −71,354 shares |
| VXUS | Vanguard Total International Stock ETF | $30.4M | 356,067 | +27,580 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $25.7M | 325,334 | +18,443 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001731447. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Leonard Rickey Investment Advisors P.L.L.C. own?
Leonard Rickey Investment Advisors P.L.L.C. reported 51 ETF positions worth $562.5M in its Form 13F for June 30, 2026. The largest was IJH, at $80.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.