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Home > Institutional Investor > Leonard Rickey Investment Advisors P.l.l.c. > Profile

Instuitional Investor - Leonard Rickey Investment Advisors P.l.l.c.

Fund Profile
Filing Period:
Fund Name: Leonard Rickey Investment Advisors P.l.l.c.
Portfolio Value $337,372,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 234,004 $64,854,140 19.22%
2.
Vanguard Intl Equity Index Funds
 VWO 488,409 $27,419,303 8.12%
3.
Schwab Strategic Trust
 FNDF 435,502 $26,974,993 7.99%
4.
Vanguard Malvern Fds
 420,071 $19,949,185 5.91%
5.
Vanguard Bond Index Funds
 BND 256,397 $18,857,999 5.58%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)