Filling information for Leonard Rickey Investment Advisors P.L.L.C. as Treemap, investor disclosed 70 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 335506 | 2027 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 206167 | 2540 | |
| 46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 510423 | 11225 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 606148 | 6208 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 3577022 | 45707 | |
| 46436E759 | 46436E759 | ISHARES TR | ESG EAFE ETF | 627617 | 10304 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1033551 | 2319 | |
| 693718108 | 693718108 | PACCAR INC | COM | 255629 | 3056 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 891523 | 8313 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 4443018 | 45814 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1540379 | 10840 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 510040 | 5118 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 657549 | 4521 | |
| 46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 1106152 | 46263 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 403471 | 3388 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 269675 | 1714 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 740493 | 2691 | |
| 86280R803 | 86280R803 | STRATEGY SHS | DAY HAGAN NED | 285704 | 8046 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 212572 | 3016 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1304400 | 28246 | |
| 09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 491460 | 182 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 848510 | 5224 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 224408 | 571 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 7747185 | 27379 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 234013 | 270 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 806668 | 5420 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 297793 | 3051 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 298269 | 3544 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 9918012 | 92926 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 60535361 | 231510 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 250131 | 2479 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 268858 | 4743 | |
| 808524771 | 808524771 | SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 23297983 | 404690 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 541864 | 2070 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 473020 | 4775 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2177648 | 28782 | |
| 46436E619 | 46436E619 | ISHARES TR | ESG ADV TTL USD | 1969452 | 46253 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 294787 | 2437 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4839203 | 14210 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1393327 | 3421 | |
| 097023105 | 097023105 | BOEING CO | COM | 431400 | 2043 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 19311284 | 384534 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 777486 | 2709 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 2368506 | 37823 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 398023 | 2068 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 2015290 | 3743 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 18945309 | 399521 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 467736 | 2125 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1111598 | 2508 | |
| 46266C105 | 46266C105 | IQVIA HLDGS INC | COM | 217128 | 966 | |
| 037833100 | 037833100 | APPLE INC | COM | 2095235 | 10802 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1517980 | 11645 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 1284261 | 16391 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 4723548 | 129803 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 11867395 | 211615 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 359400 | 3673 | |
| 143130102 | 143130102 | CARMAX INC | COM | 226911 | 2711 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 261331 | 1940 | |
| 808524789 | 808524789 | SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 3504873 | 61770 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 558571 | 2352 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 943856 | 7885 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 11244791 | 51048 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 12925251 | 173890 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 269895 | 6496 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 27018283 | 496568 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 345712 | 817 | |
| 595112103 | 595112103 | MICRON TECHNOLOGY INC | COM | 1024715 | 16237 | |
| 46435G532 | 46435G532 | ISHARES TR | MSCI GBL SUS DEV | 674320 | 8530 | |
| 464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 241092 | 947 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1977866 | 5800 |