Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEONARD RICKEY INVESTMENT ADVISORS PLLC | 4-18-2024 | 03-31-2024 | 94 | 386,989,099 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 1 | $71,412,500 | 1,175,708 | 0.02 | 0.02 | 941,704 | 402.43 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 2 | $29,813,381 | 442,401 | 0.01 | 0.01 | 6,899 | 1.58 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3 | $28,538,137 | 486,584 | 0.01 | 0.01 | -1,825 | -0.37 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $22,404,358 | 86,204 | 0.01 | 0.01 | 8,647 | 11.15 | 03-31-2024 |
