Leading Edge Financial Planning

Leading Edge Financial Planning as of June 30, 2023

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 68 positions in its portfolio as reported in the June 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) 18.3 $28M 1.2M 23.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 16.1 $25M 473k 52.11
Dimensional Etf Trust Us High Profitab (DUHP) 9.1 $14M 522k 26.54
Spdr Ser Tr Portfolio Agrgte (SPAB) 8.5 $13M 514k 25.37
Dimensional Etf Trust Inflation Prote (DFIP) 7.3 $11M 269k 41.31
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.5 $8.4M 327k 25.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $5.5M 107k 51.70
Vanguard Specialized Funds Div App Etf (VIG) 3.3 $5.1M 31k 162.43
Ishares Tr Global Reit Etf (REET) 2.1 $3.3M 142k 22.97
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.1 $3.2M 69k 46.16
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $2.8M 58k 48.06
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $2.4M 88k 27.32
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 1.1 $1.7M 78k 21.91
Wisdomtree Tr Us Efficient Cor (NTSX) 1.1 $1.7M 45k 37.07
Spdr Ser Tr S&p Divid Etf (SDY) 1.0 $1.5M 13k 122.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.4M 40k 35.65
Apple (AAPL) 0.9 $1.4M 7.1k 193.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.3M 3.4k 369.40
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $1.2M 13k 91.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.1M 20k 52.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $974k 13k 72.62
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.6 $950k 37k 25.84
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $911k 24k 38.84
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $882k 45k 19.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $871k 6.5k 134.87
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $867k 23k 38.09
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $859k 16k 52.43
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $753k 27k 28.29
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $752k 18k 41.73
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $742k 9.6k 77.61
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $726k 31k 23.46
Ishares Tr Blackrock Ultra (ICSH) 0.4 $667k 13k 50.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $461k 9.7k 47.42
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $439k 11k 41.57
Enterprise Products Partners (EPD) 0.3 $429k 16k 26.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $428k 8.5k 50.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $422k 18k 24.05
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $418k 5.4k 77.19
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $388k 13k 29.90
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $362k 25k 14.35
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $338k 30k 11.37
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.2 $328k 7.9k 41.62
Southwest Airlines (LUV) 0.2 $327k 5.1k 64.08
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $319k 9.5k 33.77
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.2 $318k 13k 24.65
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.2 $316k 7.9k 40.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $315k 5.6k 56.08
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $300k 4.5k 67.09
Ishares Msci Pac Jp Etf (EPP) 0.2 $280k 6.6k 42.24
AFLAC Incorporated (AFL) 0.2 $275k 3.9k 69.81
Amazon (AMZN) 0.2 $269k 2.1k 130.36
Vanguard World Extended Dur (EDV) 0.2 $268k 3.1k 87.07
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $267k 7.8k 34.22
Merck & Co (MRK) 0.2 $263k 2.3k 115.40
Ishares Tr Modert Alloc Etf (AOM) 0.2 $257k 6.4k 40.41
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $241k 5.8k 41.87
Johnson & Johnson (JNJ) 0.2 $240k 1.4k 165.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $233k 4.8k 48.88
Tesla Motors (TSLA) 0.1 $225k 858.00 261.77
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $221k 8.1k 27.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $219k 8.9k 24.63
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $218k 7.2k 30.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $217k 2.0k 106.06
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $208k 6.3k 32.85
GSK Sponsored Adr (GSK) 0.1 $205k 5.8k 35.64
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $204k 4.1k 49.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $202k 4.6k 43.80
Chimera Invt Corp Com New (CIM) 0.0 $58k 10k 5.77