Leonard Rickey Investment Advisors P.L.L.C. 13F 持仓 · 2026年Q2
Leonard Rickey Investment Advisors P.L.L.C. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 122 只证券，申报市值合计 6.37 亿美元。前几大持仓：IJH（12.70%）、FNDX（7.47%）、VTI（7.30%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $80.8M | 12.70% | 1.0M | 减持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $47.6M | 7.47% | 1.5M | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $46.5M | 7.30% | 125,610 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $41.0M | 6.43% | 923,750 | 减持 |
| 5 | VTIP | VANGUARD MALVERN FDS | $39.8M | 6.25% | 791,967 | 增持 |
| 6 | SGOV | ISHARES TR | $35.1M | 5.51% | 348,375 | 减持 |
| 7 | VCRB | VANGUARD MALVERN FDS | $33.9M | 5.32% | 438,604 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $32.6M | 5.13% | 389,761 | 减持 |
| 9 | VXUS | VANGUARD STAR FDS | $30.4M | 4.78% | 356,067 | 增持 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $25.7M | 4.04% | 325,334 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $24.6M | 3.86% | 285,014 | 增持 |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $20.5M | 3.21% | 503,491 | 减持 |
| 13 | IAU | ISHARES GOLD TR | $16.9M | 2.65% | 223,547 | 增持 |
| 14 | ORR | EA SERIES TRUST | $16.2M | 2.55% | 447,133 | 新建仓 |
| 15 | MU | MICRON TECHNOLOGY INC | $15.7M | 2.46% | 13,559 | 减持 |
| 16 | MUB | ISHARES TR | $11.1M | 1.75% | 103,476 | 减持 |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $5.8M | 0.90% | 36,714 | 减持 |
| 18 | VTEB | VANGUARD MUN BD FDS | $5.4M | 0.86% | 107,676 | 减持 |
| 19 | AMZN | AMAZON COM INC | $5.4M | 0.84% | 22,467 | 增持 |
| 20 | FNDB | SCHWAB STRATEGIC TR | $5.3M | 0.84% | 175,050 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $5.3M | 0.84% | 14,298 | 减持 |
| 22 | IUSB | ISHARES TR | $5.0M | 0.78% | 107,688 | 减持 |
| 23 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $4.8M | 0.76% | 114,471 | 减持 |
| 24 | IXUS | ISHARES TR | $4.3M | 0.67% | 44,886 | 减持 |
| 25 | AAPL | APPLE INC | $3.5M | 0.54% | 11,949 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR