Leading Edge Financial Planning

Leading Edge Financial Planning as of Dec. 31, 2022

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 63 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 17.3 $20M 926k 21.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 12.4 $14M 318k 44.98
Dimensional Etf Trust Us High Profitab (DUHP) 7.9 $9.1M 378k 24.01
Spdr Ser Tr Portfolio Agrgte (SPAB) 7.5 $8.7M 345k 25.13
Dimensional Etf Trust Inflation Prote (DFIP) 6.0 $6.9M 168k 41.16
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.2 $6.0M 243k 24.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.6 $5.3M 117k 44.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.9 $3.4M 74k 45.65
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $3.3M 22k 151.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.6 $3.0M 63k 48.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.3 $2.7M 108k 25.04
Ishares Tr Global Reit Etf (REET) 2.3 $2.6M 116k 22.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $1.9M 59k 32.21
Spdr Ser Tr S&p Divid Etf (SDY) 1.5 $1.8M 14k 125.11
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 1.2 $1.4M 65k 21.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.2M 16k 75.54
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.0 $1.2M 31k 36.97
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.1M 22k 51.79
Wisdomtree Tr Us Efficient Cor (NTSX) 0.9 $1.0M 32k 32.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.0M 3.8k 266.30
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.8 $971k 38k 25.76
Schwab Strategic Tr Us Reit Etf (SCHH) 0.8 $940k 49k 19.29
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $890k 21k 41.52
Apple (AAPL) 0.8 $872k 6.7k 129.93
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.7 $833k 30k 28.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $791k 18k 45.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $747k 16k 46.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $666k 5.8k 113.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $659k 30k 21.95
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $634k 18k 36.19
Global X Fds Glb X Mlp Enrg I (MLPX) 0.5 $609k 15k 40.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $542k 2.8k 191.22
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $497k 7.5k 66.02
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $478k 9.6k 49.82
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $464k 6.2k 74.51
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $458k 16k 29.03
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $455k 6.1k 74.22
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.4 $445k 31k 14.40
Ishares Tr Blackrock Ultra (ICSH) 0.4 $419k 8.4k 50.04
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $403k 13k 31.47
Southwest Airlines (LUV) 0.3 $399k 6.8k 58.56
Enterprise Products Partners (EPD) 0.3 $393k 16k 24.12
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.3 $374k 15k 24.69
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.3 $370k 11k 35.05
Ishares Msci Pac Jp Etf (EPP) 0.3 $369k 8.6k 42.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $366k 7.1k 51.72
Ishares Tr Core S&p500 Etf (IVV) 0.3 $347k 902.00 384.14
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $333k 3.6k 91.47
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $297k 3.1k 94.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $283k 2.6k 108.21
AFLAC Incorporated (AFL) 0.2 $280k 3.9k 71.93
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.2 $280k 8.1k 34.47
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $276k 9.6k 28.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $276k 12k 23.67
Johnson & Johnson (JNJ) 0.2 $274k 1.6k 176.69
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $272k 24k 11.18
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $258k 8.6k 30.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $242k 5.1k 47.43
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $229k 4.6k 49.23
Merck & Co (MRK) 0.2 $224k 2.0k 110.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $222k 5.5k 40.51
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $220k 9.8k 22.46
GSK Sponsored Adr (GSK) 0.2 $203k 5.8k 35.14