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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 $577,873,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,131,756 $76,427,472 13.23%
2.
Ishares Tr
 415,043 $41,778,214 7.23%
3.
Schwab Strategic Trust
 FNDF 1,500,003 $41,775,071 7.23%
4.
Dimensional Etf Trust
 1,000,413 $38,876,052 6.73%
5.
Vanguard Malvern Fds
 717,241 $35,826,201 6.2%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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