Leonard Rickey Investment Advisors P.L.L.C.
YAKIMA WA · SEC CIK 0001731447
$6.37亿2026Q2 申报市值
125持仓数
64.9%前十大占比 · 第一大 12.7%
16 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EA SERIES TRUST 新建仓+$1,623.99万
VTI 加仓+$1,196.15万
VCRB 加仓+$446.31万
VTIP 加仓+$375.35万
VXUS 加仓+$235.78万
2026Q2 卖出最多 按季末市值估算
USMV 减仓-$1,593.25万
SGOV 减仓-$671.15万
IJH 减仓-$642.18万
VEU 减仓-$597.59万
DIMENSIONAL ETF 减仓-$340.08万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $164.25万 | 0.26% | 2,193 | 164 | 8.1% | $12.28万 | 加仓 |
| EUSB | ISHARES TR | $168.62万 | 0.26% | 38,808 | -3,581 | -8.4% | -$15.56万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $185.59万 | 0.29% | 14,034 | 66 | 0.5% | $8,728 | 加仓 |
| VOO | VANGUARD INDEX FDS | $203.59万 | 0.32% | 2,964 | -228 | -7.1% | -$15.66万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $209.42万 | 0.33% | 9,610 | -2 | -0.0% | -$436 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $227.37万 | 0.36% | 2,431 | -489 | -16.7% | -$45.74万 | 减仓 |
| GOOGL | ALPHABET INC | $274.61万 | 0.43% | 7,684 | -173 | -2.2% | -$6.18万 | 减仓 |
| CAT | CATERPILLAR INC | $321.44万 | 0.50% | 3,018 | -1 | -0.0% | -$1,065 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $321.51万 | 0.50% | 6,425 | 148 | 2.4% | $7.41万 | 加仓 |
| IUSV | ISHARES TR | $340.86万 | 0.54% | 30,945 | -718 | -2.3% | -$7.91万 | 减仓 |
| AAPL | APPLE INC | $345.75万 | 0.54% | 11,949 | 282 | 2.4% | $8.16万 | 加仓 |
| IXUS | ISHARES TR | $428.39万 | 0.67% | 44,886 | -2,287 | -4.8% | -$21.83万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $484.56万 | 0.76% | 114,471 | -1,339 | -1.2% | -$5.67万 | 减仓 |
| IUSB | ISHARES TR | $496.98万 | 0.78% | 107,688 | -43,475 | -28.8% | -$200.64万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $533.20万 | 0.84% | 175,050 | -283 | -0.2% | -$8,620 | 减仓 |
| MSFT | MICROSOFT CORP | $533.34万 | 0.84% | 14,298 | -67 | -0.5% | -$2.50万 | 减仓 |
| AMZN | AMAZON COM INC | $535.47万 | 0.84% | 22,467 | 475 | 2.2% | $11.32万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $544.63万 | 0.86% | 107,676 | -12,826 | -10.6% | -$64.87万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $576.23万 | 0.90% | 36,714 | -690 | -1.8% | -$10.83万 | 减仓 |
| MUB | ISHARES TR | $1,113.61万 | 1.75% | 103,476 | -8,906 | -7.9% | -$95.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,565.10万 | 2.46% | 13,559 | -229 | -1.7% | -$26.43万 | 减仓 |
| — | EA SERIES TRUST | $1,623.99万 | 2.55% | 447,133 | 447,133 | — | $1,623.99万 | 新建仓 |
| IAU | ISHARES GOLD TR | $1,688.00万 | 2.65% | 223,547 | 11,007 | 5.2% | $83.11万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,046.19万 | 3.21% | 503,491 | -2,443 | -0.5% | -$9.93万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,455.11万 | 3.86% | 285,014 | 7,526 | 2.7% | $64.83万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,571.11万 | 4.04% | 325,334 | 18,443 | 6.0% | $145.75万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,044.01万 | 4.78% | 356,067 | 27,580 | 8.4% | $235.78万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,264.25万 | 5.13% | 389,761 | -71,354 | -15.5% | -$597.59万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,387.45万 | 5.32% | 438,604 | 57,788 | 15.2% | $446.31万 | 加仓 |
| SGOV | ISHARES TR | $3,507.09万 | 5.51% | 348,375 | -66,668 | -16.1% | -$671.15万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $3,978.05万 | 6.25% | 791,967 | 74,726 | 10.4% | $375.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,097.75万 | 6.43% | 923,750 | -76,663 | -7.7% | -$340.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,648.06万 | 7.30% | 125,610 | 32,325 | 34.7% | $1,196.15万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,758.97万 | 7.47% | 1,530,215 | 30,212 | 2.0% | $93.96万 | 加仓 |
| IJH | ISHARES TR | $8,084.79万 | 12.70% | 1,048,475 | -83,281 | -7.4% | -$642.18万 | 减仓 |