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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $7,642.75万 | 13.23% | 1,131,756 | -8,620 | -0.8% | -$58.21万 | 减仓 |
| SGOV | ISHARES TR | $4,177.82万 | 7.23% | 415,043 | 260,878 | 169.2% | $2,626.00万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,177.51万 | 7.23% | 1,500,003 | 20,649 | 1.4% | $57.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,887.61万 | 6.73% | 1,000,413 | 70,131 | 7.5% | $272.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,582.62万 | 6.20% | 717,241 | 35,653 | 5.2% | $178.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,462.97万 | 5.99% | 461,115 | -5,764 | -1.2% | -$43.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,992.66万 | 5.18% | 93,285 | -21,513 | -18.7% | -$690.16万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,946.75万 | 5.10% | 380,816 | 265,220 | 229.4% | $2,052.27万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,532.96万 | 4.38% | 328,487 | 11,880 | 3.8% | $91.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,432.73万 | 4.21% | 306,891 | 4,734 | 1.6% | $37.53万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,020.05万 | 3.50% | 46,248 | 1,872 | 4.2% | $81.77万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,873.75万 | 3.24% | 212,540 | -39,868 | -15.8% | -$351.48万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,748.00万 | 3.02% | 505,934 | 926 | 0.2% | $3.20万 | 加仓 |
| USMV | ISHARES TR | $1,574.87万 | 2.73% | 169,816 | -6,683 | -3.8% | -$61.98万 | 减仓 |
| MUB | ISHARES TR | $1,192.94万 | 2.06% | 112,382 | 3,693 | 3.4% | $39.20万 | 加仓 |
| IUSB | ISHARES TR | $698.22万 | 1.21% | 151,163 | 53,455 | 54.7% | $246.91万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $601.18万 | 1.04% | 120,502 | 2,503 | 2.1% | $12.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $531.73万 | 0.92% | 14,365 | 179 | 1.3% | $6.63万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $517.38万 | 0.90% | 37,404 | -298 | -0.8% | -$4.12万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $476.91万 | 0.83% | 175,333 | -1,043 | -0.6% | -$2.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $465.81万 | 0.81% | 13,788 | -43 | -0.3% | -$1.45万 | 减仓 |
| AMZN | AMAZON COM INC | $458.02万 | 0.79% | 21,992 | 531 | 2.5% | $11.06万 | 加仓 |
| IXUS | ISHARES TR | $408.70万 | 0.71% | 47,173 | 568 | 1.2% | $4.92万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $386.46万 | 0.67% | 115,810 | -35 | -0.0% | -$1,168 | 减仓 |
| IUSV | ISHARES TR | $323.75万 | 0.56% | 31,663 | -830 | -2.6% | -$8.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $300.80万 | 0.52% | 6,277 | 21 | 0.3% | $1.01万 | 加仓 |
| AAPL | APPLE INC | $296.11万 | 0.51% | 11,667 | 746 | 6.8% | $18.93万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $290.97万 | 0.50% | 2,920 | -96 | -3.2% | -$9.57万 | 减仓 |
| GOOGL | ALPHABET INC | $225.92万 | 0.39% | 7,857 | -374 | -4.5% | -$10.75万 | 减仓 |
| CAT | CATERPILLAR INC | $213.88万 | 0.37% | 3,019 | 654 | 27.7% | $46.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $190.73万 | 0.33% | 3,192 | -134 | -4.0% | -$8.01万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $190.49万 | 0.33% | 25,868 | -256,017 | -90.8% | -$1,885.32万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $188.58万 | 0.33% | 9,612 | -231 | -2.3% | -$4.53万 | 减仓 |
| EUSB | ISHARES TR | $184.39万 | 0.32% | 42,389 | 618 | 1.5% | $2.69万 | 加仓 |
| — | EXXON MOBIL CORP | $159.85万 | 0.28% | 9,422 | 1 | 0.0% | $170 | 加仓 |
| ESGV | VANGUARD WORLD FD | $156.82万 | 0.27% | 13,968 | 235 | 1.7% | $2.64万 | 加仓 |
| META | META PLATFORMS INC | $141.31万 | 0.24% | 2,470 | -131 | -5.0% | -$7.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $139.78万 | 0.24% | 8,015 | 68 | 0.9% | $1.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $138.35万 | 0.24% | 21,591 | -1,685 | -7.2% | -$10.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $137.58万 | 0.24% | 4,677 | -150 | -3.1% | -$4.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $134.52万 | 0.23% | 2,069 | -141 | -6.4% | -$9.17万 | 减仓 |
| IVV | ISHARES TR | $132.53万 | 0.23% | 2,029 | 111 | 5.8% | $7.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $123.40万 | 0.21% | 5,738 | -2 | -0.0% | -$430 | 减仓 |
| SUSB | ISHARES TR | $109.21万 | 0.19% | 43,570 | -563 | -1.3% | -$1.41万 | 减仓 |
| GOOG | ALPHABET INC | $97.04万 | 0.17% | 3,383 | 4 | 0.1% | $1,147 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $95.04万 | 0.16% | 5,748 | 333 | 6.1% | $5.51万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $94.67万 | 0.16% | 10,074 | 133 | 1.3% | $1.25万 | 加仓 |
| IWF | ISHARES TR | $93.30万 | 0.16% | 2,188 | -4 | -0.2% | -$1,706 | 减仓 |
| V | VISA INC | $86.36万 | 0.15% | 2,857 | -53 | -1.8% | -$1.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $85.87万 | 0.15% | 204 | 2 | 1.0% | $8,419 | 加仓 |
| VXF | VANGUARD INDEX FDS | $83.92万 | 0.15% | 4,078 | -29 | -0.7% | -$5,968 | 减仓 |
| AMAT | APPLIED MATLS INC | $81.93万 | 0.14% | 2,397 | -283 | -10.6% | -$9.67万 | 减仓 |
| AVGO | BROADCOM INC | $80.03万 | 0.14% | 2,586 | -38 | -1.4% | -$1.18万 | 减仓 |
| TSLA | TESLA INC | $77.96万 | 0.13% | 2,097 | 61 | 3.0% | $2.27万 | 加仓 |
| EAGG | ISHARES TR | $76.29万 | 0.13% | 16,043 | 101 | 0.6% | $4,803 | 加仓 |
| COP | CONOCOPHILLIPS | $72.78万 | 0.13% | 5,513 | -147 | -2.6% | -$1.94万 | 减仓 |
| IUSG | ISHARES TR | $70.75万 | 0.12% | 4,561 | -55 | -1.2% | -$8,532 | 减仓 |
| NVS | NOVARTIS AG | $70.29万 | 0.12% | 4,602 | -571 | -11.0% | -$8.72万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $63.00万 | 0.11% | 1,864 | 68 | 3.8% | $2.30万 | 加仓 |
| DMXF | ISHARES TR | $62.11万 | 0.11% | 8,232 | 16 | 0.2% | $1,207 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $60.19万 | 0.10% | 5,074 | -281 | -5.2% | -$3.33万 | 减仓 |
| VO | VANGUARD INDEX FDS | $58.63万 | 0.10% | 2,041 | -215 | -9.5% | -$6.18万 | 减仓 |
| ADI | ANALOG DEVICES INC | $53.83万 | 0.09% | 1,692 | -64 | -3.6% | -$2.04万 | 减仓 |
| MCK | MCKESSON CORP | $53.35万 | 0.09% | 616 | 4 | 0.7% | $3,464 | 加仓 |
| IJR | ISHARES TR | $52.33万 | 0.09% | 4,210 | 16 | 0.4% | $1,989 | 加仓 |
| BDX | BECTON DICKINSON & CO | $50.07万 | 0.09% | 3,184 | 467 | 17.2% | $7.34万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $49.57万 | 0.09% | 1,444 | 4 | 0.3% | $1,373 | 加仓 |
| ABBV | ABBVIE INC | $48.90万 | 0.08% | 2,248 | 205 | 10.0% | $4.46万 | 加仓 |
| ORCL | ORACLE CORP | $46.87万 | 0.08% | 3,186 | -86 | -2.6% | -$1.27万 | 减仓 |
| WFC | WELLS FARGO & CO | $45.88万 | 0.08% | 5,763 | -1,419 | -19.8% | -$11.30万 | 减仓 |
| BA | BOEING CO | $45.62万 | 0.08% | 2,292 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $44.58万 | 0.08% | 5,145 | 5 | 0.1% | $433 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $42.84万 | 0.07% | 1,463 | 30 | 2.1% | $8,785 | 加仓 |
| ITOT | ISHARES TR | $41.50万 | 0.07% | 2,913 | -472 | -13.9% | -$6.72万 | 减仓 |
| SBUX | STARBUCKS CORP | $41.23万 | 0.07% | 4,602 | -902 | -16.4% | -$8.08万 | 减仓 |
| DSI | ISHARES TR | $39.70万 | 0.07% | 3,276 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $39.37万 | 0.07% | 3,168 | -86 | -2.6% | -$1.07万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $38.58万 | 0.07% | 5,100 | 5,100 | — | $38.58万 | 新建仓 |
| MCD | MCDONALDS CORP | $38.42万 | 0.07% | 1,236 | -9 | -0.7% | -$2,797 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $38.23万 | 0.07% | 5,375 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $37.49万 | 0.06% | 5,632 | 83 | 1.5% | $5,525 | 加仓 |
| LLY | ELI LILLY & CO | $36.42万 | 0.06% | 396 | 41 | 11.5% | $3.77万 | 加仓 |
| UL | UNILEVER PLC | $36.38万 | 0.06% | 6,386 | -132 | -2.0% | -$7,520 | 减仓 |
| IVW | ISHARES TR | $35.79万 | 0.06% | 3,164 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $35.08万 | 0.06% | 702 | -25 | -3.4% | -$1.25万 | 减仓 |
| MPC | MARATHON PETE CORP | $34.51万 | 0.06% | 1,413 | -1 | -0.1% | -$244 | 减仓 |
| RTX | RTX CORPORATION | $33.65万 | 0.06% | 1,745 | 3 | 0.2% | $579 | 加仓 |
| IQV | IQVIA HLDGS INC | $33.65万 | 0.06% | 1,973 | 159 | 8.8% | $2.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $33.30万 | 0.06% | 1,362 | -198 | -12.7% | -$4.84万 | 减仓 |
| SSUS | STRATEGY SHS | $32.06万 | 0.06% | 6,867 | -670 | -8.9% | -$3.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $30.72万 | 0.05% | 1,485 | 19 | 1.3% | $3,930 | 加仓 |
| PEP | PEPSICO INC | $30.56万 | 0.05% | 1,968 | 28 | 1.4% | $4,348 | 加仓 |
| DIS | DISNEY WALT CO | $30.21万 | 0.05% | 3,135 | -66 | -2.1% | -$6,361 | 减仓 |
| HEI | HEICO CORP NEW | $30.08万 | 0.05% | 1,097 | 50 | 4.8% | $1.37万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $29.23万 | 0.05% | 8,603 | 140 | 1.7% | $4,756 | 加仓 |
| OMC | OMNICOM GROUP INC | $27.78万 | 0.05% | 3,689 | -86 | -2.3% | -$6,476 | 减仓 |
| COR | CENCORA INC | $26.55万 | 0.05% | 845 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $25.43万 | 0.04% | 5,350 | -243 | -4.3% | -$1.16万 | 减仓 |
| DHR | DANAHER CORP DEL | $24.12万 | 0.04% | 1,272 | 99 | 8.4% | $1.88万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $24.11万 | 0.04% | 208 | 15 | 7.8% | $1.74万 | 加仓 |