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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, DFAX, SPAB, DUHP, DFIP, and represent 52.76% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFIC (+$6.0M), DFEM, SCHB, SPAB, AVLV, VOT, REET, BNDX, DFSV, SPHY.
Started 6 new stock positions in VOT, DFIC, NJUL, SPHY, VTV, AVLV.
Reduced shares in these 10 stocks: DFAX (-$6.9M), VIG, DFIP, NOCT, SCHD, SPIP, SPMB, SDY, SRLN, SCHE.
Sold out of its positions in DFIV, NOCT, SRLN, SCHA, SCHE, SCHR, GDX.
Leading Edge Financial Planning was a net buyer of stock by $8.8M.
Leading Edge Financial Planning has $156M in assets under management (AUM), dropping by 2.18%.
Central Index Key (CIK): 0001967205

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Portfolio Holdings for Leading Edge Financial Planning

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	15.4	$24M		478k	50.26	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	12.9	$20M	-25%	896k	22.52	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	9.5	$15M	+19%	613k	24.34	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.6	$13M		522k	25.69	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	6.3	$9.8M	-7%	248k	39.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.7	$8.8M	+6%	349k	25.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.1	$7.9M	+48%	159k	49.85	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.9	$6.0M	NEW	259k	23.35	View chart
Ishares Tr Global Reit Etf (REET)	2.6	$4.0M	+33%	189k	21.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$3.9M	-18%	25k	155.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$3.1M	+662%	134k	23.31	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$2.9M	-5%	66k	44.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$2.6M	-4%	55k	47.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$2.1M	-7%	81k	26.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$2.0M	NEW	38k	52.68	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	1.1	$1.8M	+11%	50k	34.97	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$1.5M	+25%	16k	91.82	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.9	$1.3M	-16%	64k	20.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$1.3M	NEW	6.4k	194.77	View chart
Apple (AAPL)	0.8	$1.2M		7.0k	171.21	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$1.2M	-16%	11k	115.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.2M	-13%	34k	33.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.1M	+402%	24k	47.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M	-9%	3.1k	358.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$999k	-2%	20k	50.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$913k	+9%	25k	36.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$865k	+16%	11k	77.95	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$862k		23k	36.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$776k	-3%	44k	17.75	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.5	$767k	+14%	15k	50.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$702k	-15%	14k	50.49	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$694k	-4%	17k	40.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$671k	-29%	9.5k	70.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$643k	-24%	4.9k	131.77	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.4	$636k	-30%	26k	24.84	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$625k	-14%	23k	27.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$599k	-14%	27k	22.57	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$504k	NEW	23k	22.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$428k		8.6k	49.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$423k	-7%	9.0k	47.28	View chart
Enterprise Products Partners (EPD)	0.3	$422k	-5%	15k	27.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$377k	NEW	2.7k	137.93	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$376k	-3%	5.2k	72.37	View chart
Amazon (AMZN)	0.2	$358k	+36%	2.8k	127.12	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.2	$357k		25k	14.06	View chart
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)	0.2	$327k	NEW	6.4k	50.80	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$326k	-27%	7.7k	42.38	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$317k	-6%	12k	26.15	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.2	$315k		13k	24.45	View chart
AFLAC Incorporated (AFL)	0.2	$304k		4.0k	76.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$301k		5.6k	53.52	View chart
Vanguard World Extended Dur (EDV)	0.2	$299k	+39%	4.3k	70.03	View chart
Innovator Etfs Tr GRWT100 PWR BF (NJAN)	0.2	$297k	-7%	7.3k	40.58	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.2	$294k	+11%	8.7k	33.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$278k	-8%	8.6k	32.25	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$274k	-15%	25k	10.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$262k	-9%	4.1k	64.45	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$233k	-11%	5.9k	39.78	View chart
Merck & Co (MRK)	0.1	$233k		2.3k	102.95	View chart
Johnson & Johnson (JNJ)	0.1	$226k		1.5k	155.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$221k	+4%	2.1k	103.34	View chart
Tesla Motors (TSLA)	0.1	$215k		860.00	250.26	View chart
GSK Sponsored Adr (GSK)	0.1	$209k		5.8k	36.25	View chart
Southwest Airlines (LUV)	0.1	$209k	-12%	4.5k	46.85	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$206k	-16%	5.3k	38.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$205k	-3%	7.8k	26.20	View chart
Chimera Invt Corp Com New (CIM)	0.0	$57k	+4%	11k	5.46	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 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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