Info
13F History

Leonard Rickey Investment Advisors P.L.L.C.

13F Filings History

Latest 13F report: Q1 2025 - Apr 15, 2025
Value $: $464M
Signature - Title: Matthew Hargreaves - CIO
Location: Yakima, WA
Summary: This page shows a list of all the recent 13F filings made by Leonard Rickey Investment Advisors P.L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leonard Rickey Investment Advisors P.L.L.C. reported 107 stock holdings with total value $464M as of Q1 2025. Top holdings included IJH, FNDX, VTI, DFAC, and VCSH.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	107	$464M	+$57.4M	-$12.3M	+$45.2M	IJH, FNDX, VTI, DFAC, VCSH	13F-HR	4/15/2025, 02:11 PM
Q4 2024	108	$434M	+$41.1M	-$16.9M	+$24.2M	IJH, FNDX, VTI, VEU, VTIP	13F-HR	1/16/2025, 03:31 PM
Q3 2024	109	$441M	+$8.22M	-$5.7M	+$2.52M	IJH, FNDX, VEU, VTI, VTIP	13F-HR	10/15/2024, 03:20 PM
Q2 2024	108	$417M	+$32M	-$2.27M	+$29.7M	IJH, FNDX, VEU, VTI, VTIP	13F-HR	7/24/2024, 05:09 PM
Q1 2024	93	$387M	+$91.9M	-$4.97M	+$86.9M	IJH, FNDX, VEU, VTI, VTIP	13F-HR	4/18/2024, 04:42 PM
Q4 2023	84	$337M	+$7.52M	-$2.24M	+$5.28M	IJH, VEU, FNDX, VTIP, BND	13F-HR	1/23/2024, 01:32 PM
Q3 2023	80	$306M	+$55.4M	-$5.72M	+$49.7M	IJH, VEU, FNDX, VTIP, BND	13F-HR	10/17/2023, 11:11 AM
Q2 2023	70	$266M	+$4.43M	-$4.46M	-$34.1K	IJH, VEU, FNDX, VTEB, VTIP	13F-HR	7/27/2023, 01:07 PM
Q1 2023	67	$256M	+$14.7M	-$4.94M	+$9.75M	IJH, VEU, FNDX, VTEB, VTIP	13F-HR	4/20/2023, 04:27 PM
Q4 2022	67	$236M	+$30.8M	-$10.2M	+$20.5M	IJH, VEU, FNDX, VTEB, USMV	13F-HR	1/27/2023, 09:56 AM
Q3 2022	59	$213M	+$3.58M	-$3.11M	+$470K	IJH, VEU, VTEB, FNDX, TIP	13F-HR	10/31/2022, 04:05 PM
Q2 2022	66	$229M	+$10.9M	-$8.53M	+$2.32M	IJH, VEU, VTEB, FNDX, TIP	13F-HR	7/25/2022, 12:29 PM
Q1 2022	69	$263M	+$9.6M	-$4.75M	+$4.85M	IJH, VEU, VTEB, FNDX, USMV	13F-HR	4/18/2022, 09:39 PM
Q4 2021	73	$273M	+$24.6M	-$2.14M	+$22.5M	IJH, VEU, VTEB, FNDX, VTI	13F-HR	2/1/2022, 11:49 AM
Q3 2021	70	$238M	+$13.3M	-$2.85M	+$10.4M	IJH, VTEB, VEU, FNDX, VTI	13F-HR	10/25/2021, 12:11 PM
Q2 2021	70	$231M	+$15M	-$43.3M	-$28.4M	IJH, VTEB, VEU, FNDX, VTI	13F-HR	7/26/2021, 08:27 PM
Q1 2021	65	$249M	+$22.2M	-$4.41M	+$17.7M	IJH, VCSH, VTEB, VEU, FNDX	13F-HR	5/6/2021, 11:12 AM
Q4 2020	64	$220M	+$39.2M	-$1.44M	+$37.7M	IJH, VCSH, VTEB, VEU, VUG	13F-HR	1/21/2021, 07:48 PM
Q3 2020	56	$160M	+$9.9M	-$3.02M	+$6.88M	IJH, VTEB, VEU, VUG, VTI	13F-HR	10/16/2020, 11:51 AM
Q2 2020	69	$154M	+$13.2M	-$6.49M	+$6.67M	IJH, VTEB, VEU, VUG, VTI	13F-HR	7/21/2020, 01:14 PM
Q1 2020	65	$129M	+$17.1M	-$2.3M	+$14.8M	IJH, VTEB, VUG, VEU, VT	13F-HR	4/28/2020, 04:24 PM
Q4 2019	82	$166M	+$11.2M	-$2.91M	+$8.25M	IJH, VTEB, VSS, VT, IJR	13F-HR	1/7/2020, 02:15 PM
Q3 2019	79	$150M	+$4.05M	-$1.42M	+$2.63M	IJH, VTEB, VSS, VT, IJR	13F-HR	10/17/2019, 12:10 PM
Q2 2019	77	$149M	+$9.46M	-$1.58M	+$7.89M	IJH, VTEB, VSS, VT, IJR	13F-HR	7/10/2019, 02:39 PM
Q1 2019	70	$138M	+$6.35M	-$893K	+$5.46M	IJH, VTEB, VSS, VT, IJR	13F-HR	4/10/2019, 03:00 PM
Q4 2018	64	$121M	+$14.3M	-$9.72M	+$4.61M	IJH, VTEB, VSS, VT, IJR	13F-HR	1/17/2019, 03:56 PM
Q3 2018	68	$137M	+$4.38M	-$2.08M	+$2.3M	IJH, VTEB, VSS, VT, IJR	13F-HR	10/23/2018, 12:37 PM
Q2 2018	63	$132M	+$5.42M	-$651K	+$4.77M	IJH, VTEB, VSS, VT, IJR	13F-HR	7/17/2018, 11:48 AM
Q1 2018	61	$128M	+$4.65M	-$5.58M	-$935K	IJH, VTEB, VSS, VT, IJR	13F-HR	4/25/2018, 02:00 PM
Q4 2017	63	$131M				IJH, VTEB, VSS, VT, IJR	13F-HR	2/14/2018, 02:59 PM

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