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Leading Edge Financial Planning

Latest statistics and disclosures from Leading Edge Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, DFIC, SPAB, SCHB, DUHP, and represent 58.45% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$5.1M), DFIC (+$5.1M), SPAB, DUHP, SCHB, DFSV, AVLV, DFEM, DFIP, VCSH.
Started 5 new stock positions in VOO, VCSH, AVDE, MLPX, POCT.
Reduced shares in these 10 stocks: REET, DFAX, VOE, DFAI, GLDM, NTSX, SCHX, VIG, SCHZ, EDV.
Leading Edge Financial Planning was a net buyer of stock by $35M.
Leading Edge Financial Planning has $299M in assets under management (AUM), dropping by 19.76%.
Central Index Key (CIK): 0001967205

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Positions held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 55 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	14.8	$44M	+13%	656k	67.51	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	13.3	$40M	+14%	1.4M	28.14	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	12.8	$38M	+12%	1.5M	26.14	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	8.8	$26M	+12%	396k	66.52	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.8	$26M	+14%	768k	34.07	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.7	$20M	+16%	649k	30.80	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.8	$17M	+14%	616k	28.15	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.2	$16M	+16%	238k	65.83	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	3.5	$11M	+26%	248k	42.28	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.1	$9.2M		101k	91.81	View chart
Ishares Tr Global Reit Etf (REET)	2.9	$8.8M	-4%	330k	26.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.2	$6.6M	+14%	130k	50.28	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.0	$2.9M	+2%	122k	24.05	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.9	$2.6M	+104%	56k	47.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$2.4M	-2%	50k	47.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$2.0M	-8%	12k	167.66	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$2.0M	+20%	46k	43.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.9M	NEW	24k	79.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.8M	-7%	56k	31.78	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.6	$1.8M	-4%	37k	46.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.4M	+4%	22k	64.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.4M	+5%	14k	95.95	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.3M	-7%	25k	52.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.2M		2.5k	488.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$950k	-18%	35k	27.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$914k	-7%	14k	67.85	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$881k	-3%	23k	39.22	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.3	$761k	+4%	29k	26.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$717k	-8%	3.6k	198.10	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$662k	+7%	13k	50.74	View chart
Apple (AAPL)	0.2	$615k	+4%	2.6k	233.05	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$593k	NEW	8.8k	67.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$581k		12k	48.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$533k	-2%	3.1k	174.57	View chart
Vanguard World Extended Dur (EDV)	0.2	$494k	-7%	6.2k	79.68	View chart
Enterprise Products Partners (EPD)	0.2	$452k		16k	29.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$411k	-2%	14k	28.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$402k	-2%	4.8k	84.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$360k	+4%	1.3k	283.27	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$333k		7.4k	45.11	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$323k		10k	31.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$272k		2.1k	128.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$264k	NEW	501.00	527.67	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$263k	-2%	17k	15.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$245k	-6%	8.9k	27.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$241k	+9%	417.00	577.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$240k	-3%	1.3k	179.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$236k		5.7k	41.32	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$234k	-10%	6.8k	34.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$231k	NEW	5.9k	38.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$224k	+5%	391.00	573.76	View chart
Amazon (AMZN)	0.1	$223k		1.2k	186.33	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$222k	-2%	3.6k	60.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$220k		2.7k	80.37	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$203k	NEW	3.7k	54.43	View chart

Past Filings by Leading Edge Financial Planning

SEC 13F filings are viewable for Leading Edge Financial Planning going back to 2022

Leading Edge Financial Planning 2024 Q3 filed Oct. 23, 2024
Leading Edge Financial Planning 2024 Q2 filed Aug. 1, 2024
Leading Edge Financial Planning 2024 Q1 filed May 3, 2024
Leading Edge Financial Planning 2023 Q3 filed Oct. 25, 2023
Leading Edge Financial Planning 2023 Q2 filed July 17, 2023
Leading Edge Financial Planning 2023 Q1 filed April 20, 2023
Leading Edge Financial Planning 2022 Q4 filed March 2, 2023

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