StockDriftsStockDriftsTop 50 Leonard Rickey Investment Advisors P.l.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 13.23% | 1.13M | $76.4M | -0.76%(-8.62K) | $38.27(+91.09%) | 2026-03-31 | |
| SGOV | ISHARES TR | 7.23% | 415.0K | $41.8M | +169.22%(+260.88K) | $100.56(-0.05%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 7.23% | 1.50M | $41.8M | +1.40%(+20.65K) | $17.37(+75.57%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.73% | 1.00M | $38.9M | +7.54%(+70.13K) | $34.22(+26.28%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 6.2% | 717.2K | $35.8M | +5.23%(+35.65K) | $48.27(+4.53%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 5.99% | 461.1K | $34.6M | -1.23%(-5.76K) | $54.55(+52.07%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.18% | 93.3K | $29.9M | -18.74%(-21.51K) | $208.58(+74.86%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 5.1% | 380.8K | $29.5M | +229.44%(+265.22K) | $77.49(-0.66%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.38% | 328.5K | $25.3M | +3.75%(+11.88K) | $58.68(+45.00%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.21% | 306.9K | $24.3M | +1.57%(+4.73K) | $76.79(+2.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.73% | +32.11% |
| Top 20 Holdings Unweighted | +10.35% | +34.38% |
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