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Disclosed positions
Leonard Rickey Investment Advisors P.L.L.C.: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IJH
- Class
- CORE S&P MCP ETF
- Reported value
- $80,847,918
- Reported amount
- 1,048,475
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001731447-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IJH | CORE S&P MCP ETF | $80,847,918 | 1,048,475 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $47,589,693 | 1,530,215 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $46,480,627 | 125,610 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $40,977,529 | 923,750 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $39,780,483 | 791,967 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $35,070,887 | 348,375 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $33,874,535 | 438,604 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $32,642,510 | 389,761 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $30,440,128 | 356,067 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $25,711,109 | 325,334 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $24,551,103 | 285,014 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $20,461,892 | 503,491 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $16,879,996 | 223,547 | SH | None |
| EA SERIES TRUST | ORR | MILI LONG SH ETF | $16,239,871 | 447,133 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $15,650,990 | 13,559 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $11,136,135 | 103,476 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $5,762,330 | 36,714 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,446,276 | 107,676 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,354,670 | 22,467 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,333,407 | 14,298 | SH | None |
| SCHWAB STRATEGIC TR | FNDB | FUNDAMENTAL US B | $5,332,019 | 175,050 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $4,969,815 | 107,688 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $4,845,556 | 114,471 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $4,283,926 | 44,886 | SH | None |
| APPLE INC | AAPL | COM | $3,457,521 | 11,949 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $3,408,553 | 30,945 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,215,103 | 6,425 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,214,362 | 3,018 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,746,082 | 7,684 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,273,736 | 2,431 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $2,094,235 | 9,610 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,035,884 | 2,964 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $1,855,910 | 14,034 | SH | None |
| ISHARES TR | EUSB | ESG ADVAN ETF | $1,686,207 | 38,808 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,642,511 | 2,193 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,561,100 | 7,802 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,499,159 | 2,008 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,437,858 | 4,393 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,409,378 | 19,781 | SH | None |
| META PLATFORMS INC | META | CL A | $1,401,019 | 2,487 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,397,932 | 1,934 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,358,899 | 5,743 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,306,706 | 17,800 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,262,702 | 9,236 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,181,996 | 3,345 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,086,624 | 8,751 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,030,223 | 5,695 | SH | None |
| VISA INC | V | COM CL A | $989,572 | 2,884 | SH | None |
| BROADCOM INC | AVGO | COM | $988,563 | 2,617 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $977,574 | 5,485 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 3 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.