Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Jul 10, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
144,832 |
$28,135k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
436,767 |
$23,179k |
|
|
VANGUARD INTL EQUITY (922042718)
|
112,263 |
$11,817k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
108,141 |
$8,128k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
86,323 |
$6,757k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
39,605 |
$6,471k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
109,379 |
$5,577k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
44,526 |
$5,035k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
30,187 |
$4,531k |
|
|
SCHWAB STRATEGIC TR (808524789)
|
91,323 |
$3,532k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
81,701 |
$3,195k |
|
|
ISHARES TR (464287663)
|
52,000 |
$2,946k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
30,912 |
$2,494k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
25,932 |
$2,154k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
34,138 |
$2,002k |
|
|
VANGUARD INDEX FDS (922908652)
|
13,422 |
$1,592k |
|
|
ISHARES TR (464288182)
|
22,801 |
$1,591k |
|
|
MICROSOFT CORP (594918104)
|
11,177 |
$1,497k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
51,062 |
$1,423k |
|
|
ISHARES (464287705)
|
8,219 |
$1,311k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
11,672 |
$1,295k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
8,186 |
$1,282k |
|
|
PIMCO ETF TR (72201R833)
|
12,381 |
$1,260k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
14,662 |
$1,179k |
|
|
MICRON TECHNOLOGY (595112103)
|
27,000 |
$1,042k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
3,965 |
$897k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,782 |
$820k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,717 |
$792k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
4,899 |
$771k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
6,321 |
$716k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,403 |
$704k |
|
|
Amazon.com Inc (023135106)
|
342 |
$648k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
5,353 |
$624k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,675 |
$614k |
|
|
Apple Inc (037833100)
|
2,986 |
$591k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,070 |
$557k |
|
|
VANGUARD GROUP (921908844)
|
4,667 |
$537k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
7,668 |
$422k |
|
|
Facebook Inc (30303M102)
|
2,178 |
$420k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
7,527 |
$397k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
7,384 |
$380k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
2,628 |
$378k |
|
|
ISHARES TR (464287671)
|
5,945 |
$373k |
|
|
ISHARES TR (46432F396)
|
3,109 |
$369k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
1,527 |
$368k |
|
|
Boeing Co/The (097023105)
|
1,008 |
$367k |
|
|
Exxon Mobil Corp (30231G102)
|
4,711 |
$361k |
|
|
LYONDELLBASELL INDUS (N53745100)
|
3,851 |
$332k |
|
|
STARBUCKS CORP (855244109)
|
3,915 |
$328k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
3,366 |
$294k |
|
|
ISHARES RUS (464287689)
|
1,702 |
$293k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
4,848 |
$271k |
|
|
VANECK VECTORS ETF TR (92189H409)
|
4,242 |
$271k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,425 |
$270k |
|
|
WISDOMTREE TR (97717W422)
|
10,353 |
$270k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
4,493 |
$261k |
|
|
ISHARES TR EXPANDED TECH (464287515)
|
1,183 |
$258k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
1,485 |
$258k |
|
|
VISA INC COM CL A (92826C839)
|
1,469 |
$255k |
|
|
ABBVIE INC (00287Y109)
|
3,479 |
$253k |
|
|
SPDR SERIES TRUST (78464A789)
|
7,433 |
$253k |
|
|
HOME DEPOT INC (437076102)
|
1,214 |
$252k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,880 |
$250k |
|
|
GILEAD SCIENCES INC (375558103)
|
3,581 |
$242k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,326 |
$238k |
|
|
COSTCO WHSL CORP (22160K105)
|
885 |
$234k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,077 |
$232k |
|
|
PIMCO ETF TR (72201R775)
|
2,126 |
$228k |
|
|
Alphabet Inc (02079K107)
|
208 |
$225k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,023 |
$221k |
|
|
FIRST TR EXCH TRD ALPHA FD I (33737J133)
|
13,560 |
$214k |
|
|
Bristol-Myers Squibb Co (110122108)
|
4,446 |
$202k |
|
|
BlackRock, Inc. (09247X101)
|
429 |
$201k |
|
|
WELLS FARGO CO NEW (949746101)
|
4,253 |
$201k |
|
|
NIC INC (62914B100)
|
10,881 |
$175k |
|
|
INVESTORS BANCORP (46146L101)
|
10,899 |
$122k |
|
|
Alpine Immune Sciences Inc (02083G100)
|
10,000 |
$42k |
|
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