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Home > Institutional Investor > Leonard Rickey Investment Advisors P.l.l.c. > Profile

Instuitional Investor - Leonard Rickey Investment Advisors P.l.l.c.

Fund Profile
Filing Period:
Fund Name: Leonard Rickey Investment Advisors P.l.l.c.
Portfolio Value $463,802,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,230,689 $67,774,050 14.61%
2.
Schwab Strategic Trust
 FNDF 1,426,942 $31,849,355 6.87%
3.
Vanguard Index Fds
 111,665 $29,496,216 6.36%
4.
Dimensional Etf Trust
 932,209 $29,299,318 6.32%
5.
Vanguard Scottsdale Funds
 364,595 $28,529,569 6.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)