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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 51 | $596,078 | 2,386 | 0.00 | 0.00 | 25 | 1.06 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 52 | $586,541 | 5,004 | 0.00 | 0.00 | -736 | -12.82 | 03-31-2024 |
| STARBUCKS CORP | COM | 53 | $564,018 | 6,172 | 0.00 | 0.00 | -27 | -0.44 | 03-31-2024 |
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -101 | -4.60 | 03-31-2024 |
