Leading Edge Financial Planning

Leading Edge Financial Planning as of March 31, 2023

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 67 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 17.5 $24M 1.0M 23.06
Spdr Ser Tr Portfolio S&p500 (SPLG) 14.2 $20M 409k 48.15
Spdr Ser Tr Portfolio Agrgte (SPAB) 8.3 $11M 442k 25.79
Dimensional Etf Trust Us High Profitab (DUHP) 8.0 $11M 442k 25.14
Dimensional Etf Trust Inflation Prote (DFIP) 6.8 $9.4M 220k 42.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.0 $7.0M 280k 24.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.8 $5.2M 108k 47.85
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $3.8M 25k 154.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $3.4M 72k 46.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.4 $3.3M 121k 26.95
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.2 $3.0M 62k 48.79
Ishares Tr Global Reit Etf (REET) 2.2 $3.0M 132k 22.93
Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $1.7M 14k 123.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.7M 49k 34.80
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 1.2 $1.7M 75k 22.18
Wisdomtree Tr Us Efficient Cor (NTSX) 1.2 $1.6M 46k 35.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.2M 3.8k 320.90
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $1.2M 31k 37.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.2M 16k 73.16
Apple (AAPL) 0.8 $1.1M 6.7k 164.89
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $1.1M 12k 91.82
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.7 $1.0M 38k 26.67
Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $991k 51k 19.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $935k 19k 48.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $901k 17k 53.61
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.6 $845k 29k 28.94
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $840k 20k 42.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $821k 6.6k 124.06
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $821k 21k 39.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $796k 35k 23.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $700k 9.4k 74.06
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $641k 13k 47.82
Ishares Tr Blackrock Ultra (ICSH) 0.5 $624k 12k 50.25
Global X Fds Glb X Mlp Enrg I (MLPX) 0.4 $595k 15k 39.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $551k 2.7k 204.08
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $488k 16k 30.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $483k 7.4k 65.58
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $470k 6.2k 76.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $454k 9.0k 50.54
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.3 $453k 31k 14.52
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $438k 13k 33.71
Enterprise Products Partners (EPD) 0.3 $426k 17k 25.90
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $404k 17k 23.59
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.3 $386k 9.8k 39.14
Ishares Msci Pac Jp Etf (EPP) 0.3 $378k 8.6k 43.79
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.3 $370k 15k 24.32
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.3 $361k 9.5k 37.91
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $351k 3.6k 96.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $310k 5.6k 55.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $296k 9.2k 32.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $284k 12k 24.52
Southwest Airlines (LUV) 0.2 $282k 5.0k 56.49
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $281k 25k 11.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $276k 2.6k 105.50
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $271k 8.6k 31.64
Ishares Tr Modert Alloc Etf (AOM) 0.2 $266k 6.7k 39.86
Vanguard World Extended Dur (EDV) 0.2 $256k 2.8k 90.54
Invesco Exch Traded Fd Tr Ii Pfd Etf (AFL) 0.2 $253k 3.9k 64.52
Johnson & Johnson (JNJ) 0.2 $242k 1.6k 155.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $237k 4.8k 48.92
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $236k 4.7k 50.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $229k 5.5k 41.93
Merck & Co (MRK) 0.2 $216k 2.0k 106.40
Amazon (AMZN) 0.2 $212k 2.1k 103.29
GSK Sponsored Adr (GSK) 0.1 $205k 5.8k 35.58
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $204k 6.3k 32.23
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $200k 7.9k 25.48