Leonard Rickey Investment Advisors P.L.L.C.
YAKIMA WA · SEC CIK 0001731447
$5.78亿2026Q1 申报市值
118持仓数
65.5%前十大占比 · 第一大 13.2%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$2,626.00万
VCRB 加仓+$2,052.27万
DIMENSIONAL ETF 加仓+$272.53万
IUSB 加仓+$246.91万
VTIP 加仓+$178.09万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$1,885.32万
VTI 减仓-$690.16万
IAU 减仓-$351.48万
AGG 清仓-$69.46万
USMV 减仓-$61.98万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $300.80万 | 0.52% | 6,277 | 21 | 0.3% | $1.01万 | 加仓 |
| IUSV | ISHARES TR | $323.75万 | 0.56% | 31,663 | -830 | -2.6% | -$8.49万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $386.46万 | 0.67% | 115,810 | -35 | -0.0% | -$1,168 | 减仓 |
| IXUS | ISHARES TR | $408.70万 | 0.71% | 47,173 | 568 | 1.2% | $4.92万 | 加仓 |
| AMZN | AMAZON COM INC | $458.02万 | 0.79% | 21,992 | 531 | 2.5% | $11.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $465.81万 | 0.81% | 13,788 | -43 | -0.3% | -$1.45万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $476.91万 | 0.83% | 175,333 | -1,043 | -0.6% | -$2.84万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $517.38万 | 0.90% | 37,404 | -298 | -0.8% | -$4.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $531.73万 | 0.92% | 14,365 | 179 | 1.3% | $6.63万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $601.18万 | 1.04% | 120,502 | 2,503 | 2.1% | $12.49万 | 加仓 |
| IUSB | ISHARES TR | $698.22万 | 1.21% | 151,163 | 53,455 | 54.7% | $246.91万 | 加仓 |
| MUB | ISHARES TR | $1,192.94万 | 2.06% | 112,382 | 3,693 | 3.4% | $39.20万 | 加仓 |
| USMV | ISHARES TR | $1,574.87万 | 2.73% | 169,816 | -6,683 | -3.8% | -$61.98万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,748.00万 | 3.02% | 505,934 | 926 | 0.2% | $3.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,873.75万 | 3.24% | 212,540 | -39,868 | -15.8% | -$351.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,020.05万 | 3.50% | 46,248 | 1,872 | 4.2% | $81.77万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,432.73万 | 4.21% | 306,891 | 4,734 | 1.6% | $37.53万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,532.96万 | 4.38% | 328,487 | 11,880 | 3.8% | $91.61万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,946.75万 | 5.10% | 380,816 | 265,220 | 229.4% | $2,052.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,992.66万 | 5.18% | 93,285 | -21,513 | -18.7% | -$690.16万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,462.97万 | 5.99% | 461,115 | -5,764 | -1.2% | -$43.29万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $3,582.62万 | 6.20% | 717,241 | 35,653 | 5.2% | $178.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,887.61万 | 6.73% | 1,000,413 | 70,131 | 7.5% | $272.53万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,177.51万 | 7.23% | 1,500,003 | 20,649 | 1.4% | $57.51万 | 加仓 |
| SGOV | ISHARES TR | $4,177.82万 | 7.23% | 415,043 | 260,878 | 169.2% | $2,626.00万 | 加仓 |
| IJH | ISHARES TR | $7,642.75万 | 13.23% | 1,131,756 | -8,620 | -0.8% | -$58.21万 | 减仓 |