Loading BSD 13F portfolios...
Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Leonard Rickey Investment Advisors, P.L.L.C.
Value
$824M
Stocks
40 Stocks
Turnover
0.0%
Top Holdings
FNDX(11.35%) VTI(11.08%) VTIP(9.48%) VCRB(8.08%) VEU(7.78%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| FNDX | None | Schwab Fundamental U.S. Large Company ETF - US ETP | General | $47.6M | 0 | 11.3% | 0 | No Change |
| VTI | None | Vanguard Total Stock Market Index Fund ETF Shares | General | $46.5M | 0 | 11.1% | 0 | No Change |
| VTIP | None | Vanguard Short-Term Inflation-Protected Securities | General | $39.8M | 0 | 9.5% | 0 | No Change |
| VCRB | None | VANGUARD MALVERN FDS | General | $33.9M | 0 | 8.1% | 0 | No Change |
| VEU | None | Vanguard Ftse All-World Ex-Us Etf - US ETP | General | $32.6M | 0 | 7.8% | 0 | No Change |
| VXUS | None | International ex-U.S. ETF | General | $30.4M | 0 | 7.3% | 0 | No Change |
| VONE | None | VANGUARD SCOTTSDALE FDS | Industrials | $25.7M | 0 | 6.1% | 0 | No Change |
| VUG | None | Vanguard Growth Etf - US ETP | General | $24.6M | 0 | 5.8% | 0 | No Change |
| DISV | None | DIMENSIONAL ETF TRUST | Industrials | $20.5M | 0 | 4.9% | 0 | No Change |
| IAUM | None | iShares Gold Trust Micro - US ETP | General | $16.9M | 0 | 4.0% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| DFACDimensional US Core Equity 2 ETF - US ETP | $40977.5M | -100.0% | 0.0% | Sold Out |
| SGOViShares 0-3 Month Treasury Bond ETF | $35070.9M | -100.0% | 0.0% | Sold Out |
| VCSHVANGUARD SCOTTSDALE FDS | $25711.1M | -100.0% | 0.0% | Sold Out |
| VGITVANGUARD SCOTTSDALE FDS | $25711.1M | -100.0% | 0.0% | Sold Out |
| DFAEDIMENSIONAL ETF TRUST | $20461.9M | -100.0% | 0.0% | Sold Out |
| MAVFEA SERIES TRUST | $16239.9M | -100.0% | 0.0% | Sold Out |
| DGCBDIMENSIONAL ETF TRUST | $20.5M | -100.0% | 0.0% | Sold Out |
| IAUiShares Gold Trust | $16.9M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 20 | $323.3M | 77.1% |
| Industrials | 4 | $50.5M | 12.0% |
| Information Technology | 6 | $28.4M | 6.8% |
| Consumer Discretionary | 2 | $6.3M | 1.5% |
| Financials | 3 | $3.8M | 0.9% |
| Consumer Staples | 2 | $3.3M | 0.8% |
| Communication Services | 2 | $2.6M | 0.6% |
| Energy | 1 | $1.3M | 0.3% |