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Leonard Rickey Investment Advisors P.L.L.C.

Q3 2020 Holdings

Filed 2020-10-16 | 58 holdings | $523.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(FNDX)SCHWAB FDT US LG808524771$4.4K112,9280.8%
Ishares TR(MUB)NATIONAL MUN ETF464288414$5.8K50,1791.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$6.7K39,3441.3%
Vanguard Index FDS(VUG)GROWTH ETF922908736$8.0K34,9271.5%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$14.4K286,3582.8%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$28.1K516,9865.4%
Ishares TR(IJH)CORE S&P MCP ETF464287507$46.8K252,7968.9%
Costco Whsl Corp New(COST)COM22160K105$364.0K1,02469.5%
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