Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 10, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
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 |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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