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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 $531,069,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,139,147 $74,340,748 14%
2.
Schwab Strategic Trust
 FNDF 1,444,754 $37,997,026 7.15%
3.
Vanguard Index Fds
 112,214 $36,825,253 6.93%
4.
Dimensional Etf Trust
 918,611 $35,430,841 6.67%
5.
Vanguard Intl Equity Index Funds
 VWO 474,628 $33,874,188 6.38%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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